What is Connect?
Asking rapport Questions shows this
What is Sincere Interest?
This step is for Competency/Communication/Compliance Check In
What is Make Contact/Answer Call?
Example language for Make Contact/Answer Call
Above and beyond your withdrawal request today - Any other questions/concerns I can support you With?
What is your first and last name for the recorded line?
Ty for calling Fidelity, my name is (..................), how may I help you?
Another name for IDEA tool
What is AKA a Research Agenda?
Using the 7 steps, 3 Steps, or Outbound Process
What is align on purpose and process?
This step is for role statement and reassurance
What is Brand Yourself?
Example Language for Brand Yourself
- Great news, you have the right place Sir/Ma'm, my name is (..........), I am one of your Retirement Planners assigned to your Benefit Plan at Fidelity
- As one of your Planners, my primary role is to help you w/ your big picture Retirement Plan (or Investment Strategy) but I can certainly help you with a withdrawal to make things easy for today
- To do so, I'll be asking you few questions along the way to make sure we are on the same page...
This is used to help ptp compare/go over options
What are Distribution Options?
What is Educational Checklist?
Using responses such as "Tell me more about what's making you worried"
What is connect to feelings?
Letting ptp know you will verify personal info and ask additional questions
- Now, to set expectations for today, a w/d is typically a 5-10 minute process.
What is set agenda?
This is sent to ptp before running planning or IDEA tools
What are disclosures?
Clarify Stating Need, Deliver Assurance & Role Statement, Establishing Meeting Agenda
What is Setting Client Expectations Using the 3 Step Process?
Offer a Planning Service that compliments their Stated Need
What is service to planning effort?
Service to Planning Effort
- With your w/d request being about a 5-10 min to process and 3-5 minutes for your updated
Progress Report...
- How does 10-15 minutes sound for today?
When a ptp makes a decision without advice
What is self-discovering on their own from the Education provided by the Rep?
Leaders utilizes this tool to grade calls
What is Connect Score Card:
Last step of Connect Outline
What is move into Discover using GFI?
Move into DISCOVER using GFI/Open Ended Questions
- Anything fun planned or is this going towards bills?
- Any special instructions I should be aware of before getting into the request?
This team will win the World Series
Who are the LA Dodgers?