Matt Stirland, Director of Later Life Lending at Age Partnership, discusses the significant advisor speed-to-competency improvement Clever Nelly has delivered to the business. As they went through a large recruitment period, Age Partnership utilised Clever Nelly to maximise their training investment during onboarding and used real-time reporting to ensure that every financial advisor was evidently capable of delivering the required level of support and information they expected for their customers.
Learning outcomes include:
- How Age Partnership improved advisor speed-to-competency by 30%.
- How they reduced variation in training time by four weeks, supporting advisors to reach in-role proficiency faster.
- How they improved Employee Satisfaction (ESAT) for ‘at risk’ employees by 80%.