Page 68 - Change suggested
P. 68

Side                             Talking Points          TIMING/ MINUTES








                                                                      Intro Slide                 0mins










                                                                   1.  Read Slide
                                                                   2.  Q & A (if needed)
                                                                   3.  Advise Advisors
                                                                      they have 4                 2mins
                                                                      assessment
                                                                      questions
                                                                   4.  Final reminder to
                                                                      log into Intradiem





                                                                         STOP
                                                                 Advise advisors to log
                                                                    into Intradiem to              1min

                                                                complete this assessment   Log into Intradiem to
                                                                        question           complete assessment
                                                                   (DO NOT SHOW
                                                                     THIS SLIDE)






                                                                         STOP
                                                                 Advise advisors to log
                                                                    into Intradiem to              1min

                                                                complete this assessment   Log into Intradiem to
                                                                        question           complete assessment
                                                                   (DO NOT SHOW
                                                                     THIS SLIDE)




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