Professional practice guides

Professional practices demand continuous updating.
As organizational cultures evolves and legislation continues to change, professional advisors face the challenge of multiple uphill battles. Doing whatever worked yesterday is a sure route to failure, and the service experise required to satisfy one’s existing book of business while staying ahead of the competition is rarely easy to achieve without the right support.

This series of professional service guides produced for Wells Fargo Asset Management — known collectively as The Science of Satisfaction — provides a systematic approach to client service for advisors who counsel employer retirement plans such as 401(k) plans.

The stakes for employers could hardly be higher. A poorly serviced retirement plan can cause several negative results: increased company financial and legal liability, decreased retirement readiness for the organization’s workforce, and decreased employee engagement and satisfaction overall.

Each facet of the program was designed to cover an interconnected aspect of professional service that will increase satisfaction among employers and employees with the health and success of the company’s retirement plan. The series consists of the following modules:

  • Client Feedback Surveys
  • Formulas for Satisfaction
  • Checklist for Satisfaction
  • Annual Summary for Satisfaction
  • Education Planning for Satisfaction
  • Calendar for Satisfaction
  • Testimonials for Satisfaction
  • Engagement for Satisfaction