What Is a Business Acceptance Consultant?
What is a Business Acceptance Consultant? This professional communicates with registered representatives, agency personnel, and internal business partners to provide guidance on suitability concerns, guidelines, and operational procedures. This position requires a high level of critical thinking and complex problem-solving skills. He or she is also responsible for back-office review of Broker Dealer business submissions and firm-acceptance, including money movement. In addition, the Business Acceptance Consultant implements firm-wide operational procedures and processes. digital transformation for business
A good consultant understands the nature of each situation and how people will react to it. The consultant must understand the barriers that may be standing in the way of success. Often, this means limiting recommendations to specific actions that he or she thinks will be well implemented. This can lead to some client’s perception that the consultant is only interested in getting the work and not considering the long-term needs of the organization. what causes complacency in the workplace