FREE InFRE Retirement Knowledge Questionnaire TM

SKU: RKQ $0.00
Gaps in advisor knowledge can potentially result in advisors not asking the right questions and making unsuitable product recommendations. The RKQ helps advisors identify where they need to learn more in order to be prepared for appropriately servicing clients current and future retirement needs. Financial services companies can also use the RKQ to manage the knowledge of their advisors and support staff by using the assessment to benchmark, measure and evaluate ongoing retirement education training and education programs from year-to-year.

This FREE assessment tool is designed to set the standard for best practices in measuring, planning, and managing education results and knowledge at the advisor and organizational levels.

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