Training Tools 2018-08-02T14:56:33+00:00

Training Tools

Advisor Skill 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.

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.

Charts & Boards