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Capturing the Next Generation of High Net Worth Customers

Page One

David Benskin, Founder & CEO, Wealth Access

Space Cell	Excellent	Good	Fair	Poor
Content	Content: Excellent	Content: Good	Content: Fair	Content: Poor

Comments

Miles Milton, Chief Wealth Management Officer, Hancock Whitney

Space Cell	Excellent	Good	Fair	Poor
Content	Content: Excellent	Content: Good	Content: Fair	Content: Poor

Comments

IN REGARD TO THE PRESENTATIONS, PLEASE CHECK THE FOLLOWING:

Space Cell	Yes	No
Were handouts or advance preparation materials satisfactory?	Were handouts or advance preparation materials satisfactory?: Yes	Were handouts or advance preparation materials satisfactory?: No
If applicable, were prerequisite requirements appropriate?	If applicable, were prerequisite requirements appropriate?: Yes	If applicable, were prerequisite requirements appropriate?: No
Were facilities and audio and visual materials effective?	Were facilities and audio and visual materials effective?: Yes	Were facilities and audio and visual materials effective?: No
Were facilities and/or technological equipment appropriate?	Were facilities and/or technological equipment appropriate?: Yes	Were facilities and/or technological equipment appropriate?: No
Were the stated learning objectives met?	Were the stated learning objectives met?: Yes	Were the stated learning objectives met?: No
Were program materials accurate?	Were program materials accurate?: Yes	Were program materials accurate?: No
Were program materials relevant and did they contribute to the achievement of the learning objectives?	Were program materials relevant and did they contribute to the achievement of the learning objectives?: Yes	Were program materials relevant and did they contribute to the achievement of the learning objectives?: No
Was the time allotted to the learning activity appropriate?	Was the time allotted to the learning activity appropriate?: Yes	Was the time allotted to the learning activity appropriate?: No
If applicable, were individual instructors effective?	If applicable, were individual instructors effective?: Yes	If applicable, were individual instructors effective?: No
If no, please explain:	If no, please explain:: Yes	If no, please explain:: No

Comments

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