Gonna be starting an MFSA role here soon. I know there’s 10 weeks of training but how do you recommend I better prepare outside of training to excel in this role?

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Congrats on the role! Throughout your training, focus on their use of TAE in every conversation to identify client needs and lead with planning. I think the training should cover most things for you, but I would also get a really solid understanding of all lines of business, how they work and what they offer.

The biggest thing to understand is that Merrill Edge business/consumer investment business will help you get paid today (in quarterly bonuses) whereas any Merrill Lynch Wealth Management will help you get paid in the future. You’ve got to take the long view in this role because you are going to encounter a lot of trivial junk in the short term to get where you want to go.

Make sure your actions/behaviors are consistent and in-line with what your market leader expects. You should be making 30+ dials a day and aim to have one PWA presentation a week.

Also, follow the advice and guidance of your supervision managers. Document ALL disclosures (don’t forget them either). Document EVERYTHING. Supervision during the MFSA program is no joke and likely much different than Morgan. I would highly suggest getting close to one or two of your supervision managers. The better you know the rules/your boundaries the better your conversations with clients will be.

I would not zone out during the banking training. It can be a big value to prospects and can assist in closing business.

If you keep it clean, have solid behaviors, and remain coachable you will be just fine. Merrill is making a commitment to train up the next generation of advisors and it’s nothing like the legacy FADP/PMD program.

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