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.
Step 1: Pre-Plan Session
Step 2: Business Overview
Step 3: System Review
Step 4: Employee Interviews
Step 5: Caucusing
Step 6: Results Presentation
> 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.