Skills Assessments & Organizational Systems Assessments2018-08-01T11:18:29+00:00

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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

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Factfinding Skill
Assessment

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Listening Skills
Assessment

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Prospecting
Assessment

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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

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Recruiting & Selection Systems
Assessment

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Training Systems
Assessment

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