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WorksheetsMay 2023 Integration
Total questions: 10
Worksheet time: 7mins
There are many different ways you can collect information to WOW clients. One good place to start is by learning more about your clients' …
Emotions
Inquiries
Passions and Interests
Assets and Connections
When should you complete your May PBS to avoid last-minute distractions of the post Memorial Day Integration rush?
Monday, May 29th
Wednesday, May 31st
Tuesday, May 30th
Friday, May 26th
What is the most important step that clients need to take before transitioning to Schwab?
(a)
As a part of this transition, we will welcome approximately (a) million Retail accounts, totaling over $175B in total assets, the first of our large client transition groups to occur this year.
Where can TDA clients access resources on how to navigate Schwab.com and Schwab's mobile app?
Client Hub at tdameritradetransition.com
Resources & How-To at welcome.schwab.com
Media at aboutschwab.com
TDA Transition HQ on Knowledge Center
CRMs should partner with BMs/ABMs to plan ahead and determine an approach in arranging daily in-office food orders and/or delivery for lunch/snacks the first week of each transition period (Tuesday-Friday). Costs ideally should not exceed around ____ per person/per day.
$75
$50
$60
$30
What are the various ways in which you can recognize your team?
Sendword, Spot Award, and Submit Photos and Stories on Schweb
Team Activity, Award Time-Off, and Team Gift
None of the above
All of the above
What are the various ways in which you can create a special and memorable "surprise and delight' client experience?
Arrange/Order Client Nourishment, Client Schwag Giveaways
Gifting Concert and Movie Tickets
All of the Above
None of the Above
The most helpful tool for avoiding clients being misdirected is the recently updated (a) . This tool now includes details about Schwab branches, Ameritrade branches, branches that are shared between the two firms, and Independent branches.
The biggest contribution you will make during the transition is taking ownership of your (a) .
