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This document appears to be a survey completed by 11 participants evaluating a Know Your Customer training class. All participants indicated the training was held in St. Louis on day 2 of class. Brian Hires and Leland Smith were identified as the primary and partner ATLs, respectively. Key takeaways for initial client contacts included asking open-ended questions, obtaining permission to call back, and asking for referrals. For repeat contacts, participants noted bridging personal conversations, drilling down on financial details, and asking for referrals again. Overall, the ATLs and visiting veteran received high ratings from participants for creating a positive learning environment and providing useful feedback.Read less