Tools & Resources
Most common visit type for SSCs
Scheduled Meeting
A group of individuals that make up a selling group, not necessarily a formal team
Buying Unit
Merrill Lynch, Morgan Stanley, UBS, & Wells Fargo are part of which Business Channel?
FC
The 1hour at the beginning and end of your work day is used for these types of requests
Admin
Houses internal use sales content, literature, presentations.
Seismic
You would reach out to LIZM when trying to schedule with this type of specialist
DFIM or Director of Fixed Income Markets
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)
Third party company that transcribes the WMC voicemails to update visit notes and/or assign admin requests to ssc
HeyDan
This list view is best used for territory/zone clean up
Organization List View
A, HP, B, C describe what on an advisor's contact profile?
Retail Segmentation
WMCs are responisble for their own expenses using which application
Concur
What website do you go to for ordering hard copy literature?
Storefront
A maintenance task you need to do after sending a mail merge.
Mass Update to Business Segment
If a visit is tied to a marketing event, where should the attendees be added?
To the Marketing event members
If your WMC has an investor meeting for Cetera, what is the reimbursement process?
Corporate Check only