Tools & Resources
Most common visit type for SSCs
Scheduled Meeting
Total annual scheduling goal for SSCs
480 meetings
What does NACG stand for?
North America Client Group
Merrill Lynch, Morgan Stanley, UBS, & Wells Fargo are heavy in which type of territory?
FC Territory
The 1hour at the beginning and end of your work day is used for these types of requests
Admin
SFDC stands for?
Salesforce Dot Com
This list view is best used for territory/zone clean up
Organization List View
SSC Senior Manager for XC, FC, RIA
You make an outbound call and schedule w/ the BOA then send an outlook invite at the BOA's request. How will you log activity for this call?
Outbound
Team that you can use to help plan large virtual or in person events for your territory
Meeting planning team (also referred to as the RAM team)
Houses internal use sales content, literature, presentations
Seismic
A group of individuals that make up a selling group, not necessarily a formal team
Buying Unit
What MLA code is needed when an RPC joins a scheduled meeting? (1on1 meeting w/ FA)
MLA_JOINT_RP
You would reach out to MREV when trying to schedule with this type of specialist
SMA Specialist
WMCs are responisble for their own expenses using which application
Concur
Third party company that transcribes the WMC voicemails to update visit notes and/or assign admin requests to ssc
HeyDan
A maintenance task you need to do after sending a mail merge.
Mass Update to Business Segment
Using the Wealth Management Sales Force Map who is the Southeast Division Manager
Melissa Sloane
A, HP, B, C describe what on an advisor's contact profile?
Retail Segmentation
If another SSC is backing you up and needs access to the BC document & SOP document, where can they locate them?
Teams Channel > SSC Business Continuity document
Report that will assist with increasing engagements with opportunity advisors falling through the cracks. Refreshed very Friday
Scheduling Assistant Tool
If your WMC has an investor meeting for Cetera, what is the reimbursement process?
Corporate Check only
Head of North America Client Group & CEO of Capital Client Group
Matt O'Connor
If a visit is tied to a marketing event, where should the attendees be added?
To the Marketing event members
What mutual fund hit it's 50year anniversary this year
AMBAL