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 heavy in which type of territory?
FC Territory
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
SSC speaks to advisor/assistant and schedules the meeting over the phone. What Activity type would you log?
Outbound
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
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
This visit type default color is Tan, placed in the All day section of the scheduler, and should be on the SFM's calendar for at least 3-6months out.
Zone
You would reach out to LIZM when trying to schedule with this type of specialist
Director of Fixed Income Markets (DFIM)
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 OR your territory OneNote
If your WMC has an investor meeting for Cetera, what is the reimbursement process?
Corporate Check only
A maintenance task you need to do after sending a mail merge.
Mass Update to Business Segment
Who invites people to attend an Investor Meeting
The Financial Advisor/his or her office
If a visit is tied to a marketing event, where should the attendees be added?
To the Marketing event members