KNOWLEDGE GAP, “We’ve launched several new products this year, but advisors continue recommending only the older plans.", "“Customers are raising questions during meetings that advisors are unable to answer confidently.”, “We’ve seen an increase in policy corrections and rework after submissions.”, SKILL GAP, “The team is meeting enough prospects, but conversions are still below target.”, “Cross-selling opportunities are being identified, but very few are turning into actual sales.”, "Performance improves when guided by a coach or expert", ATTITUDE GAP, "They only approach customers when the manager is watching but not otherwise", “Our advisors seem far more interested in acquiring new customers than retaining existing ones.”, “Even after repeated communication, the team doesn’t appear to treat persistency as a priority.”, HABIT GAP, “Renewal follow-ups happen consistently for a few days after reviews, but then activity drops off.”, "Advisors understand the importance of asking for referrals, but only handful do it consistently", "Performance improves initially after training but declines over time"

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