BE A YEXTPERT
This is how I navigate to Yext.
What is navigate to FA Websites Training, then click on FA Website Editor?
This is how I navigate to I2E.
What is 3D-->Action Hub-->Ideas to Engage?
These people do not need a 3rd party consent form.
Who is immediate family of FA, advisor themselves, and Morgan Stanley employees?
The onboarding timeline
What is 2 weeks?
The platform we log FA interactions and NAA wins on.
What is NSCRM? (National Sales)
This is how I change personal profile content for an FA.
What is navigating to the Individual Profile section, click Update, Preview Changes, and Complete?
The difference between blue and yellow banners.
A resource we can obtain copyright free photos
What is the brand center?
I don't have time, this seems like a lot of work.
What is upfront heavy workload, but is streamlined once onboarding?
This is the difference between NSCRM and SFCRM
What is NSCRM is for managing the VEA subscription and logging interactions with advisors as well as NAA wins, whereas SFCRM is for client relationship info, editing and pulling lists, and looking at metrics dashboards?
The optimal number of testimonials to have on the website.
What is 3 testimonials?
The difference between DTC and NBA
What is the sender? DTC are direct to client from the FIRM, while NBAs come from your ADVISORS
Products and Offerings
What is content that can never be customized?
Where we choose content.
What is looking in Creative Corner, historically well-performing content, and timely, relevant content that is specific to each advisor's book of business?
Walk me through logging an opportunity with a new team.
What is: creating opportunity, FA/Evaluation, Name, VEA name as opportunity owner, and Save?
Continue to log interactions for every FA
This is where I find location-based photos for banner options.
What is the Hero Background Asset Library? (click update photo, plus button, and apply asset)
This is the difference between NBA Subscriptions, and Periodicals
What is NBA Subs are automatically distributed NBA Campaigns to clients, while Periodicals are a package of theme related content to be distributed automatically throughout the calendar year.
When social media posts go through compliance.
What is AFTER posting? NBA gets approved before. So does website.
Where we submit content for approval directly.
NOT RED OAK. What is NBAs through Idea to engage, social media posts through Seismic live social, and website updates through Yext?
This is how you update a signature in SFCRM
What is: Create your FA’s signature outside of Salesforce in Microsoft Word so that you can format it correctly and add the appropriate links. SFCRM---> Home ---> bottom right Update Signature and paste
This is what a snippet is in Yext.
What are optional assets you can add into Yext custom tabs? Must be in template 2, click plus box and apply asset. These are pre-approved snippets.
What is included in my custom NBA submission title.
What is the Office Number, Team Name? Best practice to include month and year as well.
What I CANNOT do
What is: Commenting, Liking, Reposting anyone else's content? Following, soliciting donations, and logging in directly to FA's profile.
This is why I'm qualified to advise FAs.
What is being fully licensed with the 7/63, going through extensive training, and have had the opportunity to shadow my senior colleagues. What is: using the same best practices since desk started in 2018?
Here is where I navigate to the Interactions for a client.
Where is SFCRM--> Click on Client --> in their client card will be an Interactions Tab?