May 2023 Integration

There are many different ways you can collect information to WOW clients. One good place to start is by learning more about your clients' …

• Emotions

• Inquiries

• Passions and Interests

• Assets and Connections

When should you complete your May PBS to avoid last-minute distractions of the post Memorial Day Integration rush?

• Monday, May 29th

• Wednesday, May 31st

• Tuesday, May 30th

• Friday, May 26th

What is the most important step that clients need to take before transitioning to Schwab?

As a part of this transition, we will welcome approximately ____ million Retail accounts, totaling over $175B in total assets, the first of our large client transition groups to occur this year.

Where can TDA clients access resources on how to navigate Schwab.com and Schwab's mobile app? 

• Client Hub at tdameritradetransition.com

• Resources & How-To at welcome.schwab.com

• Media at aboutschwab.com

• TDA Transition HQ on Knowledge Center

CRMs should partner with BMs/ABMs to plan ahead and determine an approach in arranging daily in-office food orders and/or delivery for lunch/snacks the first week of each transition period (Tuesday-Friday). Costs ideally should not exceed around ____ per person/per day.

• $75

• $50

• $60

• $30

What are the various ways in which you can recognize your team?

• Sendword, Spot Award, and Submit Photos and Stories on Schweb

• Team Activity, Award Time-Off, and Team Gift

• None of the above

• All of the above

What are the various ways in which you can create a special and memorable "surprise and delight' client experience?

• Arrange/Order Client Nourishment, Client Schwag Giveaways

• Gifting Concert and Movie Tickets

• All of the Above

• None of the Above

The most helpful tool for avoiding clients being misdirected is the recently updated _____. This tool now includes details about Schwab branches, Ameritrade branches, branches that are shared between the two firms, and Independent branches.

The biggest contribution you will make during the transition is taking ownership of your _____.