Northwestern Mutual
This is our office's Managing Partner
Who is Pete Striano?
You can manage your contacts through this mobile platform
What is NM Connect Mobile?
This numerical value is calculated to help measure your business' efficiency
What are Granum Points, or Points?
This person will guide you through all technology to help improve your business
Who is Demetrio Bob?
A prospect who purchases a product
Who is a Client?
The "engine" of NM technology
What is Client Relationship Management or CRM?
This icon (button) allows you to create a new item
What is the plus button?
The amount of appointments you should set a day
What is 5?
This person will fix any broken hardware/software on your machine
Who is Angel Rios?
A successful phone call usually results in this
What is a meeting or an appointment?
NM uses this Office product for email and appointments
What is Outlook?
The action on NMC Mobile or Posting+ after you've completed a dial
What is posting?
The minimum amount of points per day to achieve success
What is 5?
This needs to be done in order to access NM-related material
What is authenticate ZScaler?
The act of gathering detailed information during an interview/appointment
What is fact finding?
A collaborative effort where two or more representatives partner to work with prospects and clients
What is joint work?
This call outcome type is selected when you speak to a contact, but no appointment is made
What is Reach?
This is Granum's first name
Who is Al?
This application is a proprietary planning platform designed to deliver financial plans
What is PX or Planning Experience?
The art of asking for referrals
What is Prospecting?
This section where you can post/track your calls and appointments within CRM
What is Posting+?
These are outbound telephone calls made to secure business appointments
What is dialing or phoning?
The new client acquisition ratio is often referred to as this
What is 10-3-1?
This NM application is where you can manage client's accounts, track your bonuses, and build workflows
What is NM Connect or Advisor Desktop?
First Name, Last Name, Phone Number, Email, and...
What is State?