The Sub-Advisor Client Engagement Experience – Training and Resources

Compass Points

 

Advisor Training & Resources

Educational resources to help you better understand features & benefits of the portfolios.

  1. Training – One-on-one training program will include:
    • Process Overview (advisor/sub-advisor roles and responsibilites)
    • Account creation overview
    • Paperwork orientation for specific accounts
    • Marketing material familiarization
    • Ongoing account maintenance procedures
    • Tamarac portal familiarization
    • Schwab site familiarization

  2. Resources – Click Here to access the topics and materials listed below.
    • Core Satellite Overview
    • Kingdom(k) and Kingdom(b) Overview
    • Videos
    • Time Management Tools

  3. Marketing Material – Click Here to access the topics and materials listed below.
    • Fact Sheets
    • Portfolio Brochures
    • Marketing Flyers
    • Retirement Plan Material
    • Press Releases

 

 

 

Build Trust with the Client          Build Confidence with the Client          Client for Life!


 

 

 
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