Download Dialog

Prior to download we would like to request your contact information.

Navagate has strict privacy policies and will not sell, rent, or share the personal information collected to any third parties.

* Please complete all required fields.

Productivity Assessment

The Navagate Productivity Assessment is a two-day, on-site review that examines the business and time management practices of successful advisors, analyzes system and data requirements for prospect identification and acquisition, and identifies opportunities for process automation to create consistent approaches.

A 6-Step Process

Step 1: Pre-Plan Session

Step 2: Business Overview

Step 3: System Review

Step 4: Employee Interviews

Step 5: Caucusing

Step 6: Results Presentation

Key Objectives

Understand the practices of successful advisors through a minute-by-minute audit of what and how they execute
Obtain a complete and accurate accounting for the myriad people, processes, and systems required to identify, qualify, acquire, and manage customers
Document critical workstreams necessary to support the sales and selling processes

Learn More

> Have questions about Navagate's Productivity Assessment? Complete our Contact Form for more information.

> Would you like to speak to a member of our Team? Call 1 (646) 918-5280.