Training

Training Calendar Events

Training Calendar Events
We offer several optional opportunities to help enhance your practice and daily workflows. Select the calendar events on the right to download the monthly series described below:

Advisor Monthly Best Practice Calls
Hear from advisors across the agency as they share their best tips and tricks for success in their practice.

Staff Monthly Best Practice Calls
Hear from operational staff across the agency about the best practices that have helped develop efficient systems.

Technology Application Monthly Series
Learn how to integrate your daily systems and streamline workflows to enhance productivity across different applications in Microsoft/Compass.

Axiom Insurance Concepts Training
Get insights into sales ideas and concepts from some of our best, with tools and concepts you don’t want to miss.

Training Resources

  • Input Contact Listing for Tier 1 Advisors

  • Advisor Training Opportunities
    Axiom encourages taking full advantage of the Advisor Training offered on Compass through the Learning Path: Advisor Portal. 

    Other Opportunities:

  • MMLIS Distance Learning is a self-study online training through the MMLIS Distance Learning Course Catalog for eLearning content and the MMLIS Distance Learning Knowledge Center for reference material related to Wealth Management business.

  • Foundations
    Designed for registered representatives and agency staff who are ready to unlock Axiom’s potential in Wealth Management, this pathway delivers a comprehensive, on-demand course catalog of all that MassMutual Wealth Management has to offer. Axiom can choose to complete the entire pathway from beginning to end or select the topics most relevant based on current knowledge and level of experience.

    Access the Wealth Management Foundations Learning Pathway
    Learn about the client lifecycle, including how to engage with clients, assess their needs, implement solutions, the ongoing client relationship, and more.

  • MMLIS WMS Platform Evestnet Program Overview

  • Alternative Investments

  • RightBridge Support

Important Links

FAQS

  • Axiom offers onboarding training, role-specific learning paths, technology tutorials, workshops, and development sessions. Whether you’re client-facing or behind the scenes, there’s training tailored for you.

  • Most of Axiom’s training is offered virtually, but Axiom also hosts live sessions and occasional regional in-person workshops for team collaboration and deeper learning.

  • All team members receive login credentials during onboarding. Simply visit Compass go to the Training Overview page. If Axiom needs help accessing it, the support team is just an email away.

  • Axiom separates training tracks to better serve different roles.

  • Axiom covers a broad range of topics including:

    • Time management and productivity

    • Client communication skills

    • Practice efficiency

    • Technology optimization (e.g., CRM, planning tools)

    • Industry best practices

  • Axiom loves customizing support. Just use the question button on this page, and Axiom will work with you to create a session that fits your team’s needs.

  • All upcoming training events will be included in Axiom's weekly newsletter.

  • All live trainings are recorded and uploaded to the Agency Resource Library. Axiom can access them anytime.

  • Axiom welcomes feedback! Email Lane Schroder directly. Axiom reviews every suggestion and builds content based on advisor and staff requests.

Andy Shull

Leap Training Representative

Kattie Stenson

Technology Application Specialist

Bryan Hurlbut

Director of Insurance Strategies

Meet the Team

Lane Schroder

Director of Advisor Services

Gina Woodard

Director of New Business & Underwriting

Derek Morris

Director of Insurance Strategies