Customized Sales Desk Evaluation Program (Inbound and Outbound)The Customized Sales Desk Evaluation program monitors and evaluates inbound and outbound sales desk call activity between your internal wholesalers and the advisors selling your products. The program evaluates the internals ability to meet the advisor’s needs as well as their efforts to advance the sale by providing an exceptional consultative sales experience to advisors.

FISQE Pre-Sale Program (Inbound Only)The FISQE Pre-Sale Program is an objective third party evaluation of the sales support being provided by a sales desk. Randomly sampled interactions with financial advisors are evaluated according to detailed criteria developed over 30 years specifically for the financial services sector.

Adviser Loyalty Assessment SurveysThe Adviser Loyalty Assessment is a survey which identifies the health of the relationship between a company and its advisers, with the intent of gauging future behavior.

Sales Desk Management Practices ReportA report highlighting current industry practices in the areas of compensation, functions, methods of monitoring & evaluation, e-wholesaling, training and career paths.