PWA Best Practices | QuestionPro

As a department, we are working on bringing together each of our individual strengths to build a stronger company. This survey is intended to compile your best practices, in all aspects of your job, to help each other perform at a higher level. From the information you submit, we will be putting together additional resources for Gibraltar Private.

First, the “Best Practices Manual” will be a guide that covers most aspects of the PWA role. This is intended to help make the Gibraltar Way more consistent across all of our relationships. Some ideas included in this would be client presentations templates, agendas, exceptional service ideas, and more.

The second resource we are putting together will be a PWA “War Book”. This “War Book” will be a reference guide to help with the analytical aspects of your job. This book will include up to date reports such as Fortigent recommended manager list analysis, LP/LLC operational information, parametric fees, manager ratings, Morningstar analysis reports and Morningstar performance matrices. Once compiled, a “War Book” will be distributed to each PWA and updated by our financial analysts regularly.

Please give each question thought before answering and be as specific as possible. What may already be automatic procedures for you may be just what one of your colleagues needs to set Gibraltar Private above our competition.

Thank you for your time.