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April 28-May 1 Chicago - Day 3



What region do you represent?
Central
Midwest
Northeast
South


What is your role?
Wealth Manager
Wealth Manager Associate
Market Manager
Other


If you are a Wealth Manager, what practice are you transitioning from?
Banking
Investments
Trusts & Estates
Wealth Advisory/Financial Planning
Other: Client Advisor
Other: New to the firm



Morning Call Activity

This exercise provided me with a better understanding of how to think about the Morning Call and what actionable items I can use to reach out to clients and prospects.
Agree
Disagree


The time spent on this topic was:
Too short
Just right
Too long


Comments:



Capital Advisory Value Proposition

The content level for this topic was:
Too simple
Just right
Too complex


The topics discussed during this session will help me be a successful Wealth Manager.
Agree
Disagree


The appropriate person(s) delivered the material.
Agree
Disagree


The time spent on the topic was:
Too short
Just right
Too long


Comments:



Putting Cash to Work

The content level for this topic was:
Too simple
Just right
Too complex


The topics discussed during this session will help me be a successful Wealth Manager.
Agree
Disagree


The appropriate person(s) delivered the material.
Agree
Disagree


The time spent on the topic was:
Too short
Just right
Too long


Comments:



Lending & Pricing

The content level for this topic was:
Too simple
Just right
Too complex


The topics discussed during this session will help me be a successful Wealth Manager.
Agree
Disagree


The appropriate person(s) delivered the material.
Agree
Disagree


The time spent on the topic was:
Too short
Just right
Too long


Comments:



Capital Advisory Clinic

The content level for this topic was:
Too simple
Just right
Too complex


The topics discussed during this session will help me be a successful Wealth Manager.
Agree
Disagree


The appropriate person(s) delivered the material.
Agree
Disagree


The time spent on the topic was:
Too short
Just right
Too long


Comments:



Trust & Estate Value Proposition

The content level for this topic was:
Too simple
Just right
Too complex


The topics discussed during this session will help me be a successful Wealth Manager.
Agree
Disagree


The appropriate person(s) delivered the material.
Agree
Disagree


The time spent on the topic was:
Too short
Just right
Too long


Comments:



Spotting Trust & Estate Opportunities

The content level for this topic was:
Too simple
Just right
Too complex


The topics discussed during this session will help me be a successful Wealth Manager.
Agree
Disagree


The appropriate person(s) delivered the material.
Agree
Disagree


The time spent on the topic was:
Too short
Just right
Too long


Comments:



Trust & Estate Panel

The content level for this topic was:
Too simple
Just right
Too complex


The topics discussed during this session will help me be a successful Wealth Manager.
Agree
Disagree


The appropriate person(s) delivered the material.
Agree
Disagree


The time spent on the topic was:
Too short
Just right
Too long


Comments:



Competitor Jeopardy

The content level for this topic was:
Too simple
Just right
Too complex


The topics discussed during this session will help me be a successful Wealth Manager.
Agree
Disagree


The appropriate person(s) delivered the material.
Agree
Disagree


The time spent on the topic was:
Too short
Just right
Too long


Comments:



Please list 2-3 of the most valuable lessons learned during the training session.


Please provide any additional comments you have about the training session.




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