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April 28-May 1 Chicago - Day 4



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 the topic was:
Too short
Just right
Too long


Comments:



Next Steps

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:



Case Study Role Plays

The exercise provided enough practice to effectively apply what I learned throughout the training session.
Agree
Disagree


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


Comments:



Client Acquisition & Penetration Activity
Did you find this activity to be a valuable use of time and an activity that will be worthwhile in gaining new clients and expanding current relationships?


From what you know about the Wealth Manager role, what was missing from the training program?


What would you like to see included in the next level of Wealth Manager Training?


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


The pre-requisite courses provided me with a baseline knowledge across all practices.
Strongly Agree
Agree
Disagree
Strongly Disagree


The amount of time given to complete the pre-requisites was:
Too little
Just right
Too much


The number of hours of pre-requisite course work was:
Too short
Just right
Too long


Comments:




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