2. Smooth transition
from Off line to On line
Give every advisor a sense of well being
Ensure all training is complete
Embrace positivity
Set standards and milestones to reach this
Coach with use of ‘Sit By’ and ‘Remotes’

3. Daily basis
Variance 20% target
What is working
Benchmark

4. New Year and challenges
Clean slate
Back to basics
Embrace changes
All training complete
Attend training myself

5. Care
Ensure all advisors are supported
Answer all questions in a timely manner
Address all coaching needs ‘in the moment’

6. Retention
Coach all advisors on ‘Save and Retention’ offers on
a weekly basis
Listen to stops and feed back to advisors
Gain ‘buy in’ on saving customers and retaining
Hand out hints and tips to all advisors
Share best practice

7. Standards
Set standards and targets
Set milestones/timeline to achieve
Bench mark performance with ‘in site’ and top
performing team in UK and look at top advisors
Review ‘Daily Dash’ with each advisor

8. My Pledge to my advisors
Two ‘Sit by’ coaching sessions
One ‘Remote’
Feed back all coaching in a positive manner
One ‘Smart Action’ to work towards

9. Pledge to Q4
To meet all standards
Move to Quintile One
Increase my KPI’s
Close variance on team especially my bottom 20%