With our Web-based training program, advisors take advantage of the most cost-effective way to expand a team’s knowledge. By spending just one hour at their own computer, participants in our Web-based training grasp key concepts that they can put into practice – immediately.
Each session includes a one-hour Webinar and live Q-and-A from instructors with 10 of experience in the field. S4A will also create customized programs based on an advisor’s specific needs.
Our upcoming schedule:
Create a Training Guide for New Employees (April 13, 2007, 10:00 a.m., EST)
Attendees will learn how to:
Map out the first 90 days of training for every new employee
Create an hour-by-hour training schedule for Week 1
Develop a Training Guide – specific to your organization
Identify key goals and expectations for the 30-, 60- and 90-day intervals
Exceptional Customer Service: Guidelines and Tactics (May 11, 2007)
Knowing your competition
Differentiating your firm through superior service
Creating the right kind of experience for the client
Turning customers into a source for referrals
Systems and Processes – Developing an Operations Manual (June 15, 2007)
The importance of defining – and standardizing -- all key functions
