Spikie - I have not seen their assessment, BUT…if you have to prioritize activites under pressure (ancient exercise - but still used) - just make sure you put the ‘high revenue’ producing activities first.  Any client service activity should be last.  Also - if they ask you if you ever drive over the speed limit - just say you do.  If you say you never speed - the computer increases your ‘liar’ score.

Apprentice–thanks.  I guess I have to cautiously select answers. 

I am married to a trophy wife.  I always drive over the speed limit.  My children are gorgeous.  I floss after every meal. 

One of our new trainees did it about 6 weeks ago. It is a day in the life of a F/A. You sit at a desk for four hours, prospects will call you (actors) and you have to try to get a face to face appointment with them. They also send you emails and you have to relpy- eg RSVP to networking events etc.

He said it is pretty easy, just memorize some info about UBS and some talking points about yourself and the importance of financial planning - close the deal.

Hope this helps    Good luck!

RedJacobs-- I appreciated your input. 

Looks like I passed the assessment, despite some mistakes I sure thought I made.  My next step…to close the deal.

Apprentice and RedJacobs, thank you again. 

[quote=Spikie]Looks like I passed the assessment, despite some mistakes I sure thought I made.  My next step...to close the deal.

Apprentice and RedJacobs, thank you again. 
[/quote]

I'm about to take the same assessment. What mistakes do you think you might have made?

I am about to take the same assessment, and also a Newbie. What mistakes do you think you might have made?

[quote=Geuchon]I am about to take the same assessment, and also a Newbie. What mistakes do you think you might have made?[/quote]

I gave out sign-up sheets to my seminar participants, but forgot to collect them.  I confused the day planner with the monthly action plan.  And many more.  Don’t forget to respond to high-priority/urgent emails. 

Good luck.