Hosted by Jeff Walter, Founder and CEO of LatitudeLearning
When it comes to financial services, trust is everything. In this episode of the Training Impact Podcast, host Jeff Walter sits down with Emily George of KTA Financial Services to discuss how the company’s client-first philosophy, rigorous internal training, and culture of transparency are redefining what financial stewardship looks like in a post-pandemic world.
Emily George explains that financial education has always been central to KTA’s mission but not just for clients. The company views training as the engine of consistency and credibility. Every team member, from new hires to senior advisors, goes through continuous learning designed to reinforce ethical standards, product knowledge, and communication skills.
That investment pays off in the way our staff approach clients. “Our goal isn’t just to meet compliance requirements,” Emily says. “It’s to make every conversation one that builds confidence.”
She notes that while regulatory training is essential, the company goes further by embedding customer-empathy modules and scenario-based workshops into its onboarding and professional development programs. This equips advisors to listen actively, respond with clarity, and tailor financial solutions that align with each client’s goals.
As the company has grown, KTA has adapted its training delivery model to scale without losing quality. Emily describes a hybrid framework that combines self-paced online learning for foundational content with live mentoring and peer review sessions for applied skills.
This blend ensures that every employee understands not only what the rules are, but why they matter, an approach that transforms compliance from obligation into culture.
Jeff Walter highlights how this approach mirrors many principles of the Surefire Training Impact™ methodology: defining clear business outcomes, aligning training with organizational KPIs, and treating learning as a strategic investment rather than an expense.
The conversation also touches on how the company extends its educational mindset to clients. Through workshops, webinars, and digital resources, the firm helps individuals and business owners understand complex financial products in plain language. This transparency, Emily explains, is the company’s differentiator: “We don’t just manage money we teach our clients to manage confidence.”
The company’s digital learning initiatives have become especially important for younger clients seeking accessible, bite-sized education on investing, taxes, and insurance. By translating training principles used internally into client-facing experiences, KTA has positioned itself as both an advisor and an educator.
Throughout the interview, one theme stands out: KTA’s belief that culture compounds over time. Every training session, team meeting, and client conversation contributes to a long-term cycle of trust and growth. “We see training as an act of service,” Emily says. “It’s how we ensure every client interaction reflects our values.”
Walter agrees, adding that KTA’s model demonstrates how organizations in any industry can leverage training as a business strategy, not just a support function. By connecting learning outcomes to tangible results like client retention, cross-team collaboration, and compliance accuracy, KTA Financial Services proves that education and profitability can coexist seamlessly.
KTA Financial Services stands as a model for how intentional training can elevate both employee performance and client trust. Emily George’s insights reveal that when a company invests in developing its people, not just to follow procedures, but to understand purpose, the result is lasting impact.
To learn more about KTA Financial Services, visit www.ktafinancialservices.com.
Watch the full episode at www.latitudelearning.com/training-impact-podcast/
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