Outbound Calls
Outbound calls will be auto-dialed from Prince to interns who have just completed their test prep. The purpose of these calls is to congratulate them on co...
Fri, Dec 15, 2023 9:10 AM
Outbound calls will be auto-dialed from Five9 to interns who have just passed their content exam and SMK has checked off their intern checklist in the advis...
Fri, Oct 13, 2023 10:42 AM
Outbound calls will be auto-dialed from Five9 to interns who have completed requirements to earn their SOE. The purpose of these calls is to Congratulate t...
Fri, Oct 13, 2023 10:41 AM
Outbound calls will be auto-dialed from Five9 to interns who have just completed their training/required courses. The purpose of these calls is to congratu...
Fri, Dec 15, 2023 9:15 AM
Outbound calls will be auto-dialed from Five9 to interns who have just completed their 30 hour field-based experience requirement. The purpose of these call...
Fri, Dec 15, 2023 9:26 AM
TX Program Welcome Call
The goal of this conversation is to congratulate the intern and welcome them to our program, get to know them, help them navi...
Tue, Apr 16, 2024 11:24 AM
Attached to this article is the 4 Month pathway that advisors may send to interns when discussing a time management plan for their success. This is intende...
Tue, Apr 16, 2024 10:50 AM
Attached to this article is the 6 Month pathway that advisors may send to interns when discussing a time management plan for their success. This is intende...
Tue, Apr 16, 2024 10:56 AM
Attached to this article is the 9 Month pathway that advisors may send to interns when discussing a time management plan for their success. This is inten...
Tue, Apr 16, 2024 11:15 AM
Attached to this article is the 12 Month pathway that advisors may send to interns when discussing a time management plan for their success. This is intend...
Tue, Apr 16, 2024 11:21 AM