Sales assistants are no longer just file clerks and typists. Instead, they are immersed in the brokerage business and work closely with retail investors. Many also hold their Series 7 license.

Client contact and freedom rank high, but more training is needed. Our special section on sales assistants ("Pivotal Players," Page 62) includes what we believe is the first study ever done of ...

Einstein Voice Skills builds on last year's rollout of the Einstein Voice Assistant, which can help sales reps with routine CRM transactions like updating customer records.