DALBAR Measurement of Succes
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Sales Desk
Advisor Loyalty Assessment SurveysThe Advisor Loyalty Assessment is a survey which identifies the health of the relationship between a company and its advisors, with the intent of gauging future behavior.

FISQE Pre-Sale Program (Inbound Only)The FISQE Pre-Sale Program is an objective third party evaluation of the sales support being provided by a sales desk. Randomly sampled interactions with financial advisors are evaluated according to detailed criteria developed over 30 years specifically for the financial services sector.



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