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Editor's pick

Prove your people understood it, or carry the exposure yourself

You are accountable for whether your people are competent, and with the tools most firms use, you cannot actually prove it.

Todd Schwartz

Todd Schwartz

September 19, 2026
5 min read

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23 articles

Your reps completed their continuing education. Can you prove they can apply it?
Training & Development

Your reps completed their continuing education. Can you prove they can apply it?

A completion record proves a registered rep sat through the material. It does not prove they can apply it when a client is pushing, or still hold that judgment months later.

September 5, 2026
5 min

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