Our process was to schedule a 30-minute call with an advisor to gain insight into the prospect's situation and fit. The call was scheduled by the CSA, who was trained to ask specific questions to give some context to the advisor for the call.

In my experience, little things make a big difference in how someone is greeted when they visit the office, whether coffee is served in a china mug, whether the conference room is clean, and whether the decor is warm and inviting. How the phone is answered and how promptly the all is taken or returned. Put yourself in your client's position and try to "experience" for yourself everything they do. Small, thoughtful gifts send the message that we know you. Make each interaction as personal and pleasant as possible. Big events are nice, but little things really form lasting relationships and loyal clients.

We can create a custom aptitude survey that effectively measures an applicant's level of knowledge and skills for a given position.

www.advisoryeducationpartners.com Hi Sarah, we have created a platform of over 40 training lessons and training programs for independent financial advisory firms

For those who are using these apps, can you offer clients meeting time lengths depending on the meeting? For example, if an advisor normally only needs 1 hour for a review, what happens if it is determined the next meeting may require more than one hour? My concern is the loss of control over who gets scheduled when and for how long.