Who Are We Anyway?
Before 401(k)s and IRAs became common, this safety-net program was never meant to cover someone’s full retirement.
What is Social Security?
You’ll use this tool to send and receive emails, check your calendar, and create your professional signature.
What is Outlook?
According to 1729 policy, this type of financial advice is strictly prohibited—even if the customer asks for it.
What is personalized investment advice?
A customer says, “I’m just overwhelmed.” You pause and say, “That totally makes sense — a lot of folks feel that way at first.” This shows you're using this soft skill.
What is showing empathy?
This analytics-based tool uses 20 factors — from earnings and financials to “smart money” signals — to rate stocks as bullish, bearish, or neutral.
What is the Power Gauge Rating?
Our mission is to help this group of people make smarter decisions with their money — all on their own.
Who are self-directed investors?
This messaging platform is where we chat, collaborate in channels, and find our Welcome Canvas.
What is Slack?
If you’re experiencing bad weather or WiFi issues that could prevent you from working, this is the first thing you should do.
What is contact your manager immediately?
You promised to call back with an update… but didn’t. The QA team calls this a big miss in this category.
What is follow-through?
This free email from Chaikin gives market news, insights, and Power Gauge ratings — it lands in inboxes every weekday.
What is PowerFeed?
These are the four brands that make up the 1729 Research team.
What are Stansberry Research, Chaikin Analytics, Altimetry Research, and Bocce?
This learning system is where you complete onboarding lessons and track your training progress.
What is Lessonly?
This leaderboard tracks the highest-scoring calls across the team and is updated weekly to spotlight great service.
What is the Customer Service Leaderboard?
You're wrapping up a call and you just fixed the customer’s account. If you forget to log it in Salesforce, you’re going to lose points here.
What is documentation or case notes?
This monthly newsletter is usually the first paid subscription new customers get from Chaikin.
What is the Power Gauge Report (CPGR)?
We believe editorial freedom is essential. That’s why our analysts don’t do this with the stocks they recommend.
What is trade them (or buy/sell those stocks)?
We use this platform to take calls, view transcripts, and handle voice support — all from within Salesforce.
What is Service Cloud Voice?
This value is measured when reps follow their scheduled start, break, lunch, and end times accurately.
What is schedule adherence?
A caller says, “This service just isn’t working for me.” You don’t pitch or fix. You say: “Can you tell me more about what’s not working?” That’s called asking this kind of question.
What is an open-ended question?
True or false: You need years of experience to use Chaikin’s tools and follow the Power Gauge Report.
What is false? (No experience needed!)
We’re not advisors or brokers. Because we fall under this exemption, we can publish bold research that others can’t.
What is the publisher’s exemption?
This tool helps us manage team schedules, monitor login times, and stay on track with service coverage.
What is WFM (Workforce Management)?
Before requesting PTO, you should check this shared resource to make sure the day isn’t already full.
What is the SR CS Team Calendar?
Instead of asking “Are you interested in anything else today?” (which ends the convo fast), we ask “What kind of research are you looking for right now?” This type of question helps uncover needs and keeps the door open.
What is an open-ended question?
When a stock has a Bullish rating, it usually means this.
What is the stock is likely to go up?