Page 10 - Advisor Support Program
P. 10
People: Team-Based Approach
Local Assistant(s)
Advisor Preps for appointments,
Weekly Sync processes paperwork, handles
Advisor Meeting client service, manages client
Updates relationships
(Meeting
Notes)
Advisor Support Coordinator Appointment Manager
(ASC) (AM)
“Air Traffic Controller” and system Fills Advisor’s calendar with
expert; manages campaigns and qualified appointments
task assignment
10
