EXCELSIOR TEAM WORKBOOK. Decisions and Notes for Modules 1 – 5. BSMART Business Simulation Management and Relationship Training. We Believe Employee engagement and satisfaction is the key to extraordinary client service .
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Decisions and Notes for Modules 1 – 5
BSMART Business Simulation Management and Relationship Training
MODULE ONEVision, Mission & StrategyThe Foundation of a Business
Write down and agree on Strategyinitiatives in your firm and elect a “champion” for each initiative.
Who are you referring?
Who is the professional and what is the occupation you are referring to?
Why did you refer this particular professional?
How did you describe the professional?
What reason did you use for making the referral?
How do you expect the other person to react to the referral?
Have you referred clients to them?
Have they referred you to an advisor?
Have you discussed your investments with them?
Have you talked to them about financial planning?
Why or why not?
Write down and agree on Growthinitiatives in your firm and elect a “champion” for each initiative.
Chief Executive Officer
6 – Staff Level Employees
Accountants and Bookkeepers will be laid off
Write down and agree on Human Capital initiatives in your firm and elect a “champion” for each initiative.
Write down and agree on Operations initiatives in your firm and elect a “champion” for each initiative.
*The Financial Worksheet is a separate Excel file.
Write down and agree on Financial initiatives in your firm and elect a “champion” for each initiative.
*The Accountability Spreadsheet is a separate Excel file.