Name the 5 Core Element
Posting the agenda to the client's Online Access is part of this Core Element
What is Solutions Based Appointment?
This BOA has the longest tenure in Region 196
Who is Susan White?
This is the average ages of the working mill girls
What is 18-35?
________ ________ can play a key role in addressing elder financial exploitation due to the nature of the client relationship
What are financial institutions?(FA's and BOAs)
This is the mindset of thinking and feeling like our clients - not just about them
What is client centricity?
When a BOA advocates on behalf of the client to the Financial Advisor, it is an example of this core element
What is Deepening Client Relationships?
This is the motto for Region 196
What is "Still Making History"?
This is the city that the Mill Girls were located
What is Lowell, MA?
Concern or confusion over missing funds, Sudden changes in account beneficiaries, and bills going unpaid despite adequate income are examples of this.
What are Red Flags?
This person is the heart of the branch team
Who is the BOA?
When a client calls to have funds sent via ACH to their bank account it is an example of this Core element.
What is Digital Client Experience?
This BOA went skydiving for the first time last year
Who is Kathy Baxter?
This was the average hours worked per week by the Mill Girls
What is 70 hours?
This is who you should contact if you believe a client may be a victim of financial exploitation.
Who is Field Supervision?
This is the idea of making a difference in the lives of our clients and each other.
What is What Matters Most?
Holding yourself and your FA accountable to meet on a weekly basis is part of this Core Element
What is Branch Business Planning?
This person is the newest BOA to Region 196
Who is Stephanie Zappelli?
One of the results of this was the work day was reduced by 30 minutes
What is the Mill Girls Strike?
This is Region 196 Field Supervisor before Natasha
Who is Mike Zangrilli?
This Massachusetts college matters most to Lynette McCloud
Wellesley College
Developing and updating branch SOP's with your FA is part of this Core Element
What is Client and Branch Processes?
These were the last Regional Leader BOAs
Who are Cindy Leone and Kelley Bangs?
This was the first all women's group that was organized by the Mill Girls to help fight for better working conditions
What is the Lowell Female Labor Reform Association?
This is the number of financial abuse cases that are reported
What is 1 in every 44?
When opening an account, BOAs may gather all info except for this
What is the suitability related info?