My role: I am responsible for training new and existing advisors on our technology platform, as well as making recommendations on all industry technology solutions. I also assist with data conversion, system setup and integration, and best practices. I add value by showing advisors how to use technology tools to build their practice.
Service Excellence means: It begins with quick response time, and is marked by accuracy, knowledge, and appropriate follow-up to ensure that problems, issues, and service are resolved to the satisfaction of the advisor.
Best advice: The best advice I have given was to refer a person to come and work for H. Beck.