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Financial Intermediary Service Quality Evaluation (FISQE) |
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The FISQE program is designed to be an in-depth, external measure of the quality of the financial advisor's total experience. FISQE is the independent external measurement of the sales, marketing support and service that is essential to a successful business strategy dependent of financial professionals.
Support financial service companies that rely on financial professionals for business growth.
Ideal for companies that are proactive in supporting the needs of the professional community and companies seeking to provide an excellent level of service to financial advisors.
PRE-SALE interactions evaluates service provided to both advisors who don't have an established relationship as well as those inquiring about a service or fund they are considering adding to their business.
POST-SALE interactions evaluates service provided to advisors inquiring about a service or fund that they are already subscribers to, or are already a part of their book of business.
Pricing - Standard Packages
- $90,000 for ALL THREE COMPONENTS: Pre-Sale Outbound, Pre-Sale Inbound and Post-Sale Activity
- $67,000 for TWO OUT OF THE THREE COMPONENTS: Pre-Sale Outbound, Pre-Sale Inbound and Post-Sale Activity
- $45,000 for ONE OUT OF THE THREE COMPONENTS: Pre-Sale Outbound, Pre-Sale Inbound and Post-Sale Activity
Important to note that several cost alternatives are available, depending on the specific need of the financial services company. Menu pricing can be provided to allow for flexibility in situations when a standard package is not the best solution.
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