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Skills Assessments & Organizational Systems Assessments

Skills Assessments

The following are skills assessments based on best practices of top advisors in financial services.
The purpose is to have your advisors complete an assessment by reflecting on their own sales skills and the extent to which they are applying each best practice.

Closing Skills
Assessment

Factfinding Skill
Assessment

Listening Skills
Assessment

Prospecting
Assessment

Organizational Systems Assessments

The following are organizational systems assessments based on best practices of the top quartile firms in financial services.
The purpose is to have your leadership team complete an assessment by reflecting on the firm’s existing systems and the extent to which the organization is applying each best practice.

Coaching & Development Systems
Assessment

Recruiting & Selection Systems
Assessment

Training Systems
Assessment