My facilitation ratings while in a Primary Facilitator role. Look for primary results,comments and ratings by the trainees. Example of results

1. Know Your Customer Training
Where is your training class being conducted? Response Response
Percent Total
St. Louis 100.00% 12
Tempe 0.00% 0
Total Responses 12
What is your class number? Response Response
Percent Total
1 0.00% 0
2 0.00% 0
3 0.00% 0
4 0.00% 0
5 100.00% 12
6 0.00% 0
7 0.00% 0
8 0.00% 0
9 0.00% 0
10 0.00% 0
11 0.00% 0
12 0.00% 0
13 0.00% 0
14 0.00% 0
15 0.00% 0
16 0.00% 0
17 0.00% 0
18 0.00% 0
19 0.00% 0
20 0.00% 0
21 0.00% 0
22 0.00% 0
23 0.00% 0
24 0.00% 0
25 0.00% 0
Total Responses 12
What is the survey number assigned to your workstation? Response Response
Percent Total
1 8.33% 1
2 8.33% 1
3 8.33% 1
4 8.33% 1
5 8.33% 1
6 8.33% 1
7 0.00% 0
8 0.00% 0
9 8.33% 1
10 8.33% 1
11 8.33% 1
12 0.00% 0
Page 1/9

2. Know Your Customer Training
13 8.33% 1
14 8.33% 1
15 8.33% 1
Total Responses 12
What day of class are you evaluating? Response Response
Percent Total
Day 2 100.00% 12
Day 3 0.00% 0
Day 4 0.00% 0
Day 5 0.00% 0
Total Responses 12
Who is your PRIMARY ATL? Response Response
Percent Total
Abarquez, James 0.00% 0
Alexander, Anneliesa 0.00% 0
Alm, Kevin 0.00% 0
Anderson, Kristina 0.00% 0
Appel, Jeff 0.00% 0
Arner, Autam 0.00% 0
Bartlett, Eric 0.00% 0
Black, Ken 0.00% 0
Bourne, Cassandra 0.00% 0
Bowser, Walt 0.00% 0
Bridges, Amy 0.00% 0
Bunnell, Steve 0.00% 0
Castorino, Joe 0.00% 0
Coleman, Tracey 0.00% 0
Corley, Elizabeth 0.00% 0
Daugherty, Angela 0.00% 0
Dentinger, Brian 0.00% 0
Drogo, Bill 0.00% 0
Eagan, Mary Rose 0.00% 0
Erwin, Sarah 0.00% 0
Falk, Nathan 0.00% 0
Franklin, Mike 0.00% 0
Goin, Katie 0.00% 0
Grone, Sherry 0.00% 0
Harris, Holly 0.00% 0
Heithaus, Beckie 0.00% 0
Hires, Brian 0.00% 0
Horton, Sean 0.00% 0
Johnson, Robyn 0.00% 0
Jones, Jonathan 0.00% 0
Kight, Ryan 0.00% 0
Ko, Michelle 0.00% 0
Laurie, Lesley 0.00% 0
Leiendecker, Anastasia 0.00% 0
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3. Know Your Customer Training
Lininger,Veronika 0.00% 0
Malick, Carrie 0.00% 0
McDonough, Emily 0.00% 0
McKiel, Jennifer 0.00% 0
Mohme,Chris 0.00% 0
Muench, Jessica 0.00% 0
Noetzel, Janine 0.00% 0
Ratliff, Nancy 0.00% 0
Schlosser, Sarah 0.00% 0
Simmons, Nathan 0.00% 0
Smith, Jacqueline 0.00% 0
Smith, Leland 100.00% 12
Springer, Adam 0.00% 0
Spychalski, Brenda 0.00% 0
Steinkamp,Michael 0.00% 0
Stewart, Farah 0.00% 0
Toland, Kristina 0.00% 0
Turner, Scott 0.00% 0
Volz, Joe 0.00% 0
Wade, Brooke 0.00% 0
Wagstaff, Becky 0.00% 0
Walker, Tami 0.00% 0
Warchol,Katie 0.00% 0
Warriner, Abbey 0.00% 0
Williams, Stevi 0.00% 0
Wittig, Diana 0.00% 0
Woodward, Katie 0.00% 0
Wyatt, Steve 0.00% 0
Young, Robb 0.00% 0
Total Responses 12
Who is your PARTNER ATL? Response Response
Percent Total
Abarquez, James 0.00% 0
Alexander, Anneliesa 0.00% 0
Alm, Kevin 0.00% 0
Anderson, Kristina 0.00% 0
Appel, Jeff 0.00% 0
Arner, Autam 0.00% 0
Bartlett, Eric 0.00% 0
Black, Ken 0.00% 0
Bourne, Cassandra 0.00% 0
Bowser, Walt 0.00% 0
Bridges, Amy 0.00% 0
Bunnell, Steve 0.00% 0
Castorino, Joe 0.00% 0
Coleman, Tracey 0.00% 0
Corley, Elizabeth 0.00% 0
Daugherty, Angela 0.00% 0
Page 3/9

4. Know Your Customer Training
Dentinger, Brian 0.00% 0
Drogo, Bill 0.00% 0
Eagan, Mary Rose 0.00% 0
Erwin, Sarah 0.00% 0
Falk, Nathan 0.00% 0
Franklin, Mike 0.00% 0
Goin, Katie 0.00% 0
Grone, Sherry 0.00% 0
Harris, Holly 0.00% 0
Heithaus, Beckie 0.00% 0
Hires, Brian 0.00% 0
Horton, Sean 0.00% 0
Johnson, Robyn 100.00% 12
Jones, Jonathan 0.00% 0
Kight, Ryan 0.00% 0
Ko, Michelle 0.00% 0
Laurie, Lesley 0.00% 0
Leiendecker, Anastasia 0.00% 0
Lininger,Veronika 0.00% 0
Malick, Carrie 0.00% 0
McDonough, Emily 0.00% 0
McKiel, Jennifer 0.00% 0
Mohme,Chris 0.00% 0
Muench, Jessica 0.00% 0
Noetzel, Janine 0.00% 0
Ratliff, Nancy 0.00% 0
Schlosser, Sarah 0.00% 0
Simmons, Nathan 0.00% 0
Smith, Jacqueline 0.00% 0
Smith, Leland 0.00% 0
Springer, Adam 0.00% 0
Spychalski, Brenda 0.00% 0
Steinkamp,Michael 0.00% 0
Stewart, Farah 0.00% 0
Toland, Kristina 0.00% 0
Turner, Scott 0.00% 0
Volz, Joe 0.00% 0
Wade, Brooke 0.00% 0
Wagstaff, Becky 0.00% 0
Walker, Tami 0.00% 0
Warchol,Katie 0.00% 0
Warriner, Abbey 0.00% 0
Williams, Stevi 0.00% 0
Wittig, Diana 0.00% 0
Woodward, Katie 0.00% 0
Wyatt, Steve 0.00% 0
Young, Robb 0.00% 0
Total Responses 12
Page 4/9

5. Know Your Customer Training
What are the key takeaways you will use when making first contacts with prospective clients?
Ask open ended questions to obtain financial information, ask for referrals, ask permission for numbers, and simply have a real
conversation with the prospect.
---
smile, be friendly, use their name, introduce brochure, identify need, reason for return, ask for premission
---
Get as much quality information as possible.
---
Always smile, have a friendly greeting and be sure to mention Edward Jones. Try to use open ened questions to get information
from the prospective client.
---
Listen to your customer. Do not make it scripted make sure you it is a conversation. You need to get 4 things the clients name and
number and permission to call, a need, a reason to return and the bridge (personal/financial info) Make it quick. Five minutes is
too long.
---
To relax, slowdown and listen. Don't forget the hamburger and ask for a referral
---
Stay positive, slow down and get as much info as possible. Practice, practice, practice. Ask open ended questions and be
confident.
---
ask open ended questions, introduce myself and Edward Jones, and have fun.
---
Plan the day before and know where you are going. Use the phrase "Tell me more"
---
LISTEN AND STAY CALM
---
Being honest is key,the way I phrase questions
---
Name, phone number, need, permission and reason to return
What are the key takeaways you will use when making repeat contacts with prospective clients?
Ask for a second number, use a good bridge, and create a good reason to return.
---
smile, be friendly, discuss bridged reason to return, dig deeper for information
---
Dig deep, ask more probing questions.
---
Once again, greet the potential customer with a smile and a friendly greeting. Mention that you were there a couple of week prior
to this second interaction with them. Bridge the conversation from the first contact. Dig a little deeper. Try to set them up with a
phone call for the Eval Grad week.
---
Follow up in two weeks. Give the Edward Jones and you brochure at the end of the conversation. Get more finacial information
and try to get more referrals. Should be shorter than your first contact.
---
Things that are the biggest hang-up for the initial are not so much for the repeat.
---
Pay attention and listen during the first contact so that when doing repeat and can build on it. Ask for referals and try to get
additional information on top of what obtained earlier.
---
Page 5/9

6. Know Your Customer Training
Bridge, return with a purpose, and ask for another referral.
---
Map out 6 zones, make notebooks for each zone & keep prospect log sheets in them. Ask more open ended questions to uncover
more financial information.
---
REVISIT WITH A PURPOSE.
---
Be sure to have a reason to come back- personal/financial- and let them know why you are there
---
Additional financial information/needs and more information in general
Please rate your ATLs and Visiting Veteran on each of the Below my 2 Meeting 4 Exceedin Total
following. expectati my g Responses
ons1 expectati myexpect
ons3 ations5
My Primary ATL creates a positive atmosphere that 0.00% 0.00% 0.00% 33.33% 66.67% 12
encourages learning.
My Primary ATL provides me with useful feedback I can 0.00% 0.00% 0.00% 25.00% 75.00% 12
immediately implement to my business.
My Partner ATL creates a positive atmosphere that 0.00% 0.00% 0.00% 50.00% 50.00% 12
encourages learning.
My Partner ATL provides me with useful feedback I can 0.00% 0.00% 0.00% 41.67% 58.33% 12
immediately implement to my business.
My Visiting Veteran provides examples and perspective 0.00% 0.00% 0.00% 16.67% 83.33% 12
throughout the discussion.
My Visiting Veteran is professional and approachable. 0.00% 0.00% 0.00% 16.67% 83.33% 12
My Visiting Veteran provides me with useful feedback I can 0.00% 0.00% 0.00% 16.67% 83.33% 12
immediately implement to my business.
Total Responses 12
Please provide additional comments about your Primary ATL.
Great job. Very positive and utilized vet as well.
---
gave great feedback, good coaching
---
Leland is great. Makes the learning fun.
---
very positive with a great teaching style.
---
Creates a great atmosphere that encourages me to participate.
---
Very confident and well educated
---
LELAND HAS BEEN VERY HELPFUL AND SUPPORTIVE.
---
Demanding yet supportive.
Page 6/9

7. Know Your Customer Training
Please provide additional comments about your Partner ATL.
Very good at including everyone in the converstation.
---
Very professional with enthusiasm
---
good communication skills
---
ROBYN HAS GREAT ENERGY.
---
Informative and keeps things interesting.
Please provide additional comments about your Visiting Veteran.
Mark is an excellent example of a successful FA and has passed on his knowledge and experience well. He stayed until 9PM on
the first day.
---
gave real life examples as to what worked best.
---
Mark has more than helped. He is very approachable. Im glad we have a vet in the field that can help us.
---
Wow outstanding professional. His wisdom is very valuable.
---
His insight is wonderful. The fact that he was once in the same position that i am currently in is encouraging. I love having
someone in the class that has a vast amount of experience.
---
Very knowledgeable about the real world and how what we are learning this week will be vital to our success.
---
MARK'S REAL WORLD EXPERIENCES ARE VERY HELPFUL.
---
Very useful information that we can use every day in the field.
Please rate your level of confidence with each of the following. Not 2 Confident 4 VeryConfi Total
Confident 3 dent5 Responses
At All1
Understanding the features, benefits, risks, pricing structure 0.00% 0.00% 0.00% 0.00% 0.00% 0
and suitability of Fixed Income Investments
Understanding the features, benefits, risks, pricing structure 0.00% 0.00% 0.00% 0.00% 0.00% 0
and suitability of Equity Investments
Understanding the features, benefits, risks, pricing structure 0.00% 0.00% 0.00% 0.00% 0.00% 0
and suitability of Mutual Fund Investments
Total Responses 0
Page 7/9

8. Know Your Customer Training
What would increase your confidence in understanding fixed income, equity and/or mutual fund investments?
Please rate your ATLs and Visiting Veteran on each of the Below my 2 Meeting 4 Exceedin Total
following. expectati my g Responses
ons1 expectati myexpect
ons3 ations5
My Primary ATL creates a positive atmosphere that 0.00% 0.00% 0.00% 0.00% 0.00% 0
encourages learning.
My Primary ATL provides me with useful feedback I can 0.00% 0.00% 0.00% 0.00% 0.00% 0
immediately implement to my business.
My Partner ATL creates a positive atmosphere that 0.00% 0.00% 0.00% 0.00% 0.00% 0
encourages learning.
My Partner ATL provides me with useful feedback I can 0.00% 0.00% 0.00% 0.00% 0.00% 0
immediately implement to my business.
My Visiting Veteran provides examples and perspective 0.00% 0.00% 0.00% 0.00% 0.00% 0
throughout the discussion.
My Visiting Veteran is professional and approachable. 0.00% 0.00% 0.00% 0.00% 0.00% 0
My Visiting Veteran provides me with useful feedback I can 0.00% 0.00% 0.00% 0.00% 0.00% 0
immediately implement to my business.
Total Responses 0
Please provide additional comments about your Primary ATL.
Please provide additional comments about your Partner ATL.
Please provide additional comments about your Visiting Veteran.
Please rate your level of confidence with each of the following. Not 2 Confident 4 VeryConfi Total
Confident 3 dent5 Responses
At All1
Writing a Tax-free investment presentation 0.00% 0.00% 0.00% 0.00% 0.00% 0
Writing an Equity investment presentation 0.00% 0.00% 0.00% 0.00% 0.00% 0
Writing a Mutual Fund presentation 0.00% 0.00% 0.00% 0.00% 0.00% 0
Total Responses 0
What would increase your confidence in writing a tax-free, equity, and/or mutual fund presentation?
Page 8/9

9. Know Your Customer Training
Please rate the course material on each of the following. Strongly Disagree Neither Agree Strongly Total
Disagree AgreeNor Agree Responses
Disagree
The training material was easy to follow 0.00% 0.00% 0.00% 0.00% 0.00% 0
The role-plays and activities added to my learning experience 0.00% 0.00% 0.00% 0.00% 0.00% 0
Overall, the time allotted to the subject matter was appropriate 0.00% 0.00% 0.00% 0.00% 0.00% 0
It was clear to you how this material will assist you as a 0.00% 0.00% 0.00% 0.00% 0.00% 0
Financial Advisor
Total Responses 0
Please rate your level of clarity with each of the following. Not 2 Moderatel 4 Complete Total
ClearAt yClear3 lyClear5 Responses
All1
The number of quality contacts required in order to attend 0.00% 0.00% 0.00% 0.00% 0.00% 0
Evaluation Graduation.
The training and exams to be completed in order to attend 0.00% 0.00% 0.00% 0.00% 0.00% 0
Evaluation Graduation.
Total Responses 0
What would increase the clarity of your overall expectations?
Please provide any additional comments.
Great so far.
---
Can't think of any at this time.
Response Response
Percent Total
Total Responses
Page 9/9