CEP
What does CEP Stand For?
What is Client Experience
This disc style can be best described by the terms "competency, results, and action"
What is dominance
This is the proprietary software that allows the FA to conduct financial planning
What is goal, planning and monitoring
What is a COI
Complete the sentence: "BLANK is the enemy of Execution"
What is perfection
This is the meeting where the prospect and client determine if there is a need for a financial advisor
What is a clarity meeting?
This disc style is motivated by social recognition, group activities and friendly relationships
What is Influence
1000 simulations which are run to determine client's percentage of meeting their goals
What is the Monte Carlo option
These are opportunities to connect people you've had NO prior contact with
What is Cold Measures
If you say it, it's BLANK,
If they say it, it's BLANK
What is Suspect and True
This is the part of CEP where the prospect and FA determine if there is a fit
What is a connection meeting
What is criticism, slipshod methods and being wrong
What is the client's gap
This is working with organizations, clubs and groups local to your area
What is community networking
When the client doesn't know what they don't know - what do they revert to?
What is cost?