Training Tools

Advisor Skill Assessments

The following are skills assessments based on the 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.

Listening Skills Assessment

Prospecting Assessment

Creating Desire – Factfinding Skill Assessment

Closing Skills Assessment

Manager 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.

Recruiting Selection Systems Assessment

Training Systems Assessment

Coaching & Development Systems Assessment

Gen Next Assessment