1. What was a key reason Collins SBA integrated Salesforce into their workflow?
2. Which of the following is a key Collins SBA principle when delivering financial advice?
3. Jonathan Elliot mentioned which tool is used for psychometric profiling in their firm?
4. Why did Collins SBA switch to an MDA (Managed Discretionary Account) structure in 2013?
5. What key lesson did Jonathan Elliot learn from working with Rob Nixon and Michael Harrison?
6. Why did Collins SBA reduce the number of clients per advisor from 220 to 110?
7. What strategy did Collins SBA adopt to handle compliance across the team?