| Mystery Shop | Guidance & Education |
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What is wearing your name tag properly
This is needed to pass a Mystery Shop
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Associates are prohibited from providing advise/soliciting Cash/Deposits for MESD & prospects.
Recommending Cash Solutions
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What is performing reciting DD/RSNIP
This is needed to pass a Mystery Shop
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Can only be provided at client request.
Research / Rate Sheets
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What is not engaging in investment conversation in the lobby
This is needed to pass a Mystery Shop
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What is Point - Read - Read
This is a best practice to pass a Mystery Shop
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What is English
If you are Language Certified, what language due you use for disclosures
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