____ status is how to document a Next Connect activity you have successfully completed? Details need to be documented in the description field.
What is "DONE"?
100
In order to fully benefit from the Next Connect relationship management approach, it is critical to incorporate the process into daily routines, including ________?
What is PM Meetings
100
Who is the only lone Denver team member of Team Loanstar?
Who is Lindsay!
100
A Client Conversation phone call intended to check-in with the client and offer them an Annual Review; this replaces the previous approach of strictly relying on their response to an Opt-In Email.
What is Touchpoint?
200
Teams can change the planned start date for activities and push them forward until they return from ___. This can be done for up to 10 activities at the same time to make this process more efficient.
What is PTO?
200
Done, Scheduled, Left Message, In Process, Declined, Failed status are all _______ disposition.
What is positive?
200
PM meetings serve as an important time to drive _______ and documentation gaps by clarifying processes and best practices.
What is adoption?
200
The number of days an activity will be left “Not Started” before the status changes to “auto-skipped”.
What is 7 days?
200
Non-Comprehensive Reports intended to update the client on how their assets are doing to meet their goals.
What is Basic Analysis?
300
Email _______ to send your questions/feedback to?
What is IASNext@Tiaa.org.
300
Skipped, Auto-Skipped, and Not Started Status are all ______ disposition.
What is negative?
300
Advisor Teams should be spending at least __ minutes reviewing Next Connect during PM meetings.
What is 5?
300
The adoption rate to drive towards is ___%.
What is 100%
300
Comprehensive Reports intended to assist with full financial planning. These include Asset Management, Legacy, Incapacity, and Risk Management/Asset Allocation reports.
What is Complex Analysis?
400
The purpose and goal of Next Connect ensues we deliver the right services to the right clients at the right time to provide a _______ approach to interact with our engaged client.
What is structured, consistent, scale-able?
400
Mark the AR scheduling activity (Material Meeting Scheduled – AR) as Failed/Declined, then notify your AA that the Failed/Declined correspondence letter needs to be sent.
What is the correct way to document when a client declines to meet for an AR?
400
PM meetings allow members of the Advisory Team to share their __________ that they have developed while using Next Connect to structure their relationship management activities.
What is successes/best practices?
400
Team Lyons/Ablutz YTD adoption rate for Next Connect is __%
What is 68%?
400
Next Connect uses the refined client __________ to identify the types and frequencies of outreach most appropriate to specific clients, matching their personal and financial characteristics with their advice needs.
What is segmentation?
500
Next Connect is solving for lack of ________ between Advisory teams for the level of service we provide clients in similar personal and financial situations:
▪ Prioritization Challenges
▪ Overdue Annual Reviews
▪ Who to reach out to next
What is consistency?
500
______ status is when an activity has remained in the "Not Started" status for 7 days without being acted upon. After 30 days the activity will repopulate.
What is "Auto-Skipped"?
500
During the PM meeting, the Advisory Team should review the pre-loaded activities to verify them and _____ them as necessary.
What is reassign?
500
_______ ______ activity type is used to document a touchpoint when the WMA was not able to reach the client and left a voicemail instead?
What is “Relationship Management” category and activity type should be “Call – Outbound – Voice Msg.”
500
The ___ ______ ______ serves as a helpful resource in guiding conversations with clients, especially with those who may have experienced significant changes since their last outreach or who may not have received a call for an extended period of time.