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
Please provide your name.
First Name John
Last Name Kamp
Please provide your name.
First Name Max
Last Name Spicer
Please provide your name.
First Name William
Last Name Wilson-Jackson
Please provide your name.
First Name Stephen
Last Name Kaskade
Please provide your name.
First Name Shane
Last Name Ireland
Please provide your name.
First Name William
Last Name Winslow
Please provide your name.
First Name Brock
Last Name Tidball
Please provide your name.
First Name Scott
Last Name Saylor
Please provide your name.
First Name Nicolette
Last Name Hayles
Please provide your name.
First Name Brandon
Last Name O'Neill
Please provide your name.
First Name Ronald
Last Name Moore

2. Know Your Customer Training
Where is your training class being conducted? Response Response
Percent Total
St. Louis 100.00% 11
Tempe 0.00% 0
Total Responses 11
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 0.00% 0
6 0.00% 0
7 0.00% 0
8 100.00% 11
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 11
What is the survey number assigned to your workstation? Response Response
Percent Total
1 0.00% 0
2 9.09% 1
3 9.09% 1
4 9.09% 1
5 9.09% 1
6 9.09% 1
7 9.09% 1
8 0.00% 0
9 9.09% 1
10 9.09% 1
11 9.09% 1
12 9.09% 1

3. Know Your Customer Training
13 9.09% 1
14 0.00% 0
15 0.00% 0
Total Responses 11
What day of class are you evaluating? Response Response
Percent Total
Day 2 100.00% 11
Day 3 0.00% 0
Day 4 0.00% 0
Day 5 0.00% 0
Total Responses 11
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
Appling, Rob 0.00% 0
Arner, Autam 0.00% 0
Arnold, Theresa 0.00% 0
Ballam, Christina 0.00% 0
Bartlett, Eric 0.00% 0
Bartsokas, David 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
Carosello, Angela 0.00% 0
Carter, Muzette 0.00% 0
Castorino, Joe 0.00% 0
Christian, Scott 0.00% 0
Coleman, Tracey 0.00% 0
Collums, Marla 0.00% 0
Corley, Elizabeth 0.00% 0
Daugherty, Angela 0.00% 0
Dentinger, Brian 0.00% 0
Domian, Danae 0.00% 0
Drogo, Bill 0.00% 0
Eagan, Mary Rose 0.00% 0
Ekno, Ryan 0.00% 0
Ellis, Sarah 0.00% 0
Erwin, Sarah 0.00% 0
Falk, Nathan 0.00% 0
Feeney, Andrea 0.00% 0
Flowers, Bill 0.00% 0

4. Know Your Customer Training
Franklin, Mike 0.00% 0
Gilbert, Jimmy 0.00% 0
Goin, Katie 0.00% 0
Green, Alex 0.00% 0
Grone, Sherry 0.00% 0
Halim, Vanessa 0.00% 0
Hamisch, Anneliesa 0.00% 0
Haring, Kate 0.00% 0
Harris, Holly 0.00% 0
Harrison, Jon 0.00% 0
Heithaus, Beckie 0.00% 0
Hereford, Amanda 0.00% 0
Hires, Brian 0.00% 0
Horton, Sean 0.00% 0
Johnson, Robyn 0.00% 0
Jones, Nikki 0.00% 0
Jones, Jonathan 0.00% 0
Kight, Ryan 0.00% 0
Klein, Dana 0.00% 0
Klippel, Brandon 0.00% 0
Ko, Michelle 0.00% 0
Kuehl, Steve 0.00% 0
Laurie, Lesley 0.00% 0
Lee, Jennifer 0.00% 0
Leiendecker, Anastasia 0.00% 0
Leopold, Geoff 0.00% 0
Lienerth, Julie 0.00% 0
Lininger, Veronika 0.00% 0
Maitra, Sucharita 0.00% 0
Majercin, Barry 0.00% 0
Malick, Carrie 0.00% 0
McDonough, Emily 0.00% 0
McKiel, Jennifer 0.00% 0
McRae, Megan 0.00% 0
Menos, Niki 0.00% 0
Metz, Dennis 0.00% 0
Mohme, Chris 0.00% 0
Muench, Jessica 0.00% 0
Mumma, Stevi 0.00% 0
Noetzel, Janine 0.00% 0
Pennington, Penny 0.00% 0
Plummer, Kirsten 0.00% 0
Quattlebaum, Sally 0.00% 0
Randle, George 0.00% 0
Raney, John 0.00% 0
Raney, Amber 0.00% 0
Ratliff, Nancy 0.00% 0
Reed, Justine 0.00% 0
Root, Mike 0.00% 0

5. Know Your Customer Training
Salvesen, Ellen 0.00% 0
Schlosser, Sarah 0.00% 0
Schoeck, Autumn 0.00% 0
Scupin, Beth 0.00% 0
Sharp, Lauren 0.00% 0
Sheppard, Lori 0.00% 0
Simmons, Nathan 0.00% 0
Smith, Jacqueline 0.00% 0
Smith, Leland 100.00% 11
Smoot, Jane 0.00% 0
Song, Dan 0.00% 0
Springer, Adam 0.00% 0
Spychalski, Brenda 0.00% 0
Steinkamp, Mike 0.00% 0
Stewart, Farah 0.00% 0
Taylor, Charmaine 0.00% 0
Toland, Kristina 0.00% 0
Travis, Stephanie 0.00% 0
Turner, Scott 0.00% 0
Vieira, Gorett 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
Warren, Shelley 0.00% 0
Warriner, Abbey 0.00% 0
Wilson, Jacqueline 0.00% 0
Webb, Kim 0.00% 0
Williams, Stevi 0.00% 0
Wittig, Diana 0.00% 0
Woodman, Lauren 0.00% 0
Woodward, Katie 0.00% 0
Wyatt, Steve 0.00% 0
Young, Robb 0.00% 0
Total Responses 11
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
Appling, Rob 0.00% 0
Arner, Autam 0.00% 0
Arnold, Theresa 0.00% 0
Ballam, Christina 0.00% 0
Bartlett, Eric 0.00% 0

6. Know Your Customer Training
Bartsokas, David 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
Carosello, Angela 0.00% 0
Carter, Muzette 0.00% 0
Castorino, Joe 0.00% 0
Christian, Scott 0.00% 0
Coleman, Tracey 0.00% 0
Collums, Marla 0.00% 0
Corley, Elizabeth 0.00% 0
Daugherty, Angela 0.00% 0
Dentinger, Brian 0.00% 0
Domian, Danae 0.00% 0
Drogo, Bill 0.00% 0
Eagan, Mary Rose 0.00% 0
Ekno, Ryan 0.00% 0
Ellis, Sarah 0.00% 0
Erwin, Sarah 0.00% 0
Falk, Nathan 0.00% 0
Feeney, Andrea 0.00% 0
Flowers, Bill 0.00% 0
Franklin, Mike 0.00% 0
Gilbert, Jimmy 0.00% 0
Goin, Katie 0.00% 0
Green, Alex 0.00% 0
Grone, Sherry 0.00% 0
Halim, Vanessa 0.00% 0
Hamisch, Anneliesa 0.00% 0
Haring, Kate 0.00% 0
Harris, Holly 0.00% 0
Harrison, Jon 0.00% 0
Heithaus, Beckie 0.00% 0
Hereford, Amanda 0.00% 0
Hires, Brian 0.00% 0
Horton, Sean 0.00% 0
Johnson, Robyn 0.00% 0
Jones, Nikki 0.00% 0
Jones, Jonathan 100.00% 11
Kight, Ryan 0.00% 0
Klein, Dana 0.00% 0
Klippel, Brandon 0.00% 0
Ko, Michelle 0.00% 0
Kuehl, Steve 0.00% 0
Laurie, Lesley 0.00% 0
Lee, Jennifer 0.00% 0
Leiendecker, Anastasia 0.00% 0

7. Know Your Customer Training
Leopold, Geoff 0.00% 0
Lienerth, Julie 0.00% 0
Lininger, Veronika 0.00% 0
Maitra, Sucharita 0.00% 0
Majercin, Barry 0.00% 0
Malick, Carrie 0.00% 0
McDonough, Emily 0.00% 0
McKiel, Jennifer 0.00% 0
McRae, Megan 0.00% 0
Menos, Niki 0.00% 0
Metz, Dennis 0.00% 0
Mohme, Chris 0.00% 0
Muench, Jessica 0.00% 0
Mumma, Stevi 0.00% 0
Noetzel, Janine 0.00% 0
Pennington, Penny 0.00% 0
Plummer, Kirsten 0.00% 0
Quattlebaum, Sally 0.00% 0
Randle, George 0.00% 0
Raney, John 0.00% 0
Raney, Amber 0.00% 0
Ratliff, Nancy 0.00% 0
Reed, Justine 0.00% 0
Root, Mike 0.00% 0
Salvesen, Ellen 0.00% 0
Schlosser, Sarah 0.00% 0
Schoeck, Autumn 0.00% 0
Scupin, Beth 0.00% 0
Sharp, Lauren 0.00% 0
Sheppard, Lori 0.00% 0
Simmons, Nathan 0.00% 0
Smith, Jacqueline 0.00% 0
Smith, Leland 0.00% 0
Smoot, Jane 0.00% 0
Song, Dan 0.00% 0
Springer, Adam 0.00% 0
Spychalski, Brenda 0.00% 0
Steinkamp, Mike 0.00% 0
Stewart, Farah 0.00% 0
Taylor, Charmaine 0.00% 0
Toland, Kristina 0.00% 0
Travis, Stephanie 0.00% 0
Turner, Scott 0.00% 0
Vieira, Gorett 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

8. Know Your Customer Training
Warren, Shelley 0.00% 0
Warriner, Abbey 0.00% 0
Wilson, Jacqueline 0.00% 0
Webb, Kim 0.00% 0
Williams, Stevi 0.00% 0
Wittig, Diana 0.00% 0
Woodman, Lauren 0.00% 0
Woodward, Katie 0.00% 0
Wyatt, Steve 0.00% 0
Young, Robb 0.00% 0
Total Responses 11
What are the key takeaways you will use when making first contacts with prospective clients?
Keep it short, play the tennis match
---
- The hamburger - Keeping it short, putting the ball back in their court
---
Ask open ended questions, but do not drill down too much, get name, number, need and reason to return. If missing any of those
get for repeat contacts
---
Be confident; smile more, slow down.
---
Being confident when asking for the number. Staying on track with my purpose and obtaining the information identified as
necessary for a quality second face to face contact.
---
It is very imperative that I have their name and a reason to return.
---
Be conversational with the prospective client and try to build a report with them before trying to gather their financial information
and needs. After building that report it is much easier to gain the need, RTR, personal or family information, and their phone
number.
---
Using the hamburger method of complimenting question, answering the question, and providing a follow-up open-ended question.
Using a confident tone when presenting to a prospect. Adapt to the comversation and remember to keep conversation short (3-5
minutes). ALWAYS ask for permission to contact and ask for referrals.
---
Listen to the client and ask open ended questions.
---
Key takeaway is to keep the conversation on track, listen, and focus on uncover necessary information. Name, number, need,
Reason to Return, as much personal information that the customer will comfortably give up.
---
Key takeaways include obtaining key information such as: name, address, telephone number, using open ended questions to
probe and to engage/connect (develop rapport and uncover personal information), reviewing brochure, leaving brochure, obtain
reason to return, asking for permission to contact and obtaining a referral. Follow up with Thank You note. Input information into
Jones Link. Keep initial contact short 2-3 minutes maximum.

9. Know Your Customer Training
What are the key takeaways you will use when making repeat contacts with prospective clients?
Open ended questions, have a reason to return
---
- Repeating their stated need - Digging for further info
---
Keep repeat contacts short and ask questions to further understand need, retrieve any needed information you did not get in the
first contact.
---
Remeber key details about the prospect; keep it short and sweet; always get a need.
---
Identifying a solution for the reason to return. Obtaining a little bit more information about the prospect. Also make sure I will
obtain a reason to contact them again.
---
Assess the personal and financial info gathered and come up with a plan. It is important to have an objective for the info that I
desire to gather and make sure to have a reason to return. Also, I need to have the best daytime phone number.
---
Maintain the friendly, happy introduction and be sure to use their name/s to add to the relationship. Revisit some of the personal
information you gathered in the first contact and bring up the financial need/concern. Very important to obtain another RTR and
gather more financial information.
---
Analyzing the information obtained in first contact and drilling down on the client need. Moving the relationship meter along and
digging deeper into client concerns and possible solutions. Shorten this presentation more than first contact and establish the
"reason for return" to present an actual investment option.
---
Make sure you have a reason to return. Mention personal information that you gathered from the first contact.
---
Key takeaway is to bridge the initial contact with the client's personal or financial information. Uncover all the missing information
that you were unable to uncover in the initial contact and drill down further to uncover a dream/goal of the contact. Establish the
reason to return.
---
Keep second communication short. Refer to notes from first contact. Follow up with additional probing questions on reason to
return. Obtain whatever pertinent information(gaps)you may not have gathered from first contact. Obtain additional personal and
famil information. Conduct research prior to show commitment. Mention looking to set up phone call in next few weeks and
confirm best daytime number. Leave Edward Jones and You brochure. Communicate follow up on initial referral and ask for
additional referral. Build trust and move the relationship meter.
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% 9.09% 90.91% 11
encourages learning.
My Primary ATL provides me with useful feedback I can 0.00% 0.00% 0.00% 18.18% 81.82% 11
immediately implement to my business.
My Partner ATL creates a positive atmosphere that 9.09% 0.00% 45.45% 9.09% 36.36% 11
encourages learning.
My Partner ATL provides me with useful feedback I can 9.09% 0.00% 45.45% 9.09% 36.36% 11
immediately implement to my business.

10. Know Your Customer Training
My Visiting Veteran provides examples and perspective 0.00% 0.00% 0.00% 9.09% 90.91% 11
throughout the discussion.
My Visiting Veteran is professional and approachable. 0.00% 0.00% 0.00% 18.18% 81.82% 11
My Visiting Veteran provides me with useful feedback I can 0.00% 0.00% 0.00% 18.18% 81.82% 11
immediately implement to my business.
Total Responses 11
Please provide additional comments about your Primary ATL.
Leland is great
---
Leland is very informative and truly believes every word of what he teaches. He is very good at producing self-motivation and
high expectations.
---
Great teacher providing us with real world experiences and he makes the exercises as realistic as possible.
---
He is encouraging, patient and has the heart of a teacher. He has been helping our class continue to improve. I feel comforatable
making mistakes, knowing that he will help me get better.
---
Leland is very positive and informative and have enjoyed having him throughly. The in class learning activities are great. I would
enjoy another break or two througout the day. I don't like having to leave during class to take a bathroom break and miss
instruction.
---
Great at moving the class through an idea and getting us to think in simple terms. Gives great advice on questions for potential
situations during a contact. Keeps everyone very relaxed and always looks for opportunity to learn!
---
He really makes you come out of your comfort zone. Very motivational and informative at the same time. Great energy from him
as well.
---
Willing to work to move the meter. Everyone at different levels and this makes it hard but he does a great job at this.
---
Leland is extremely personal and engaged. He is a great leader and demonstrates his willingness to help us improve daily. I
have worked for several major consumer packaged goods companies in the past and he is one of the best, if not, the best trainer I
have had. He is very knowledgeable and transfers his knowledge and experience in easy to follow and engaging ways.
Additionally, he is not afraid to challenge the group and push us.
Please provide additional comments about your Partner ATL.
NA
---
n/a, he has not been in front of the class yet.
---
Not here yet
---
The partner was not able to join us today
---
Have not had him in class yet.
---
Have not had the chance to hear from Partner ATL yet.
---
have not worked with him as of yet.

11. Know Your Customer Training
---
I have not worked with John Jones yet.
Please provide additional comments about your Visiting Veteran.
Very insightful and helpful
---
Sander has been an incredible information source thus far. He is especially useful in applying the information to real life
situations.
---
Great insight, enjoy the real life experiences he provides.
---
Provides a lot of insight as to how he has done business and handled himself in the field.
---
He has provided us with real life lessons on quality contacts. He helps us see the details that we over-look in quality contacts. He
is helpful.
---
Sander has some great expirences he has been sharing in class.
---
Great personal experience on do's and dont's with face to face contacts. Lightens mood with class. Able to critique our
presentations in a helpful way to move our skills forward.
---
Great stories about face to face experiences. He is very knowledgeable on how to become successful out in the field. He has the
answers to everything that's what it seems like. I really enjoy listening to him.
---
Sander is a valuable resource. His advise will be tremendously useful in the field. He provides real world scenarios with ideas for
the beginner to the more experienced.
---
Sanders is GREAT!! He is a wealth of expereience and knowledge. He is extremely personable and approachable. He
constantly provides insights that are useful. I feel that he is a great resource for me in the future to draw personal expereinces
from.
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

12. 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?

13. 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.
I really enjoy learning in this environment.
---
The only thing I would consider changing regarding the class is that we have a few minutes each day for a mental health break.
We have reviewed a lot of information and it would be nice to absorb it and take a SHORT break occasionally.
Response Response
Percent Total
Total Responses