Tools & Resources
Houses internal use sales content, literature, presentations
Seismic
A1, A2, HP1, HP2 describe what on an advisor's contact profile?
PW Segmentation
SFDC stands for?
Salesforce Dot Com
You would reach out to MREV when trying to schedule with this type of specialist
SMA Specialist
A resource that houses the SSC Playbook
SONI
A group of individuals that make up a selling group, not necessarily a formal team
Buying Unit
What does NACG stand for?
North America Client Group
Using the IP Bios SharePoint site, How many years has JIJS been in the investment industry and how many years with Capital Group?
29 of investment industry experience & 23 years with Capital Group
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)
Merrill Lynch, Morgan Stanley, UBS, & Wells Fargo are heavy in which type of territory?
FC Territory
SSC Senior Manager for XC, FC, RIA
You make an outbound call and schedule w/ the assistant, then send an outlook invite at their request. How will you log activity for this call?
Outbound
WMCs submit their expenses and book travel using which application
Concur
What do you need to submit if a an Investment Specialist (not DFIM, SMA, or ETF) is joining your SFM member in a meeting?
Resource Request
Who are the current DFIMs- Director of Fixed Income Specialists?
Colleen Ambrose, Shakeel Barkat, Bryan Favilla, Sejal Penkar
Using the NACG Sales Division Contact List, how many total territories are there in RIA East?
8