Zoom assessment update

The Zoom Assessment Update:

Revealed we have a great team capable of delivering, which gives us opportunity to expand our services.

Staff could have been better briefed for the assessments, which would have resulted in higher pass rates.

Our assessment tool should of been better prepared, which again would have resulted in more efficient assessment.

Some people let themselves down by poor planning and complacency.

Moving Forwards level 3 will move from Ryan to Josh and Paul for two specific critical areas of the sales / advice / compliance process.

Many thanks for your time and input.

 

About the Author

By Nigel Reeves: My mission is to provide the quality, honest & jargon-free pension advice that people need to secure the retirement they deserve. At home, I'm a family man and an active supporter of grassroots sports!

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