History
Tools
6 Step Process
Get Personal
UC Randomness
100
2005
What year was United Capital founded?
100
Fun, Interactive, Web based tool that allows clients and prospects to analyze how they view money and make financial decisions
What is Money Mind®?
100
3 Meetings
What is Best Practice for the 6 Step Process?
100
Spending, Saving, Timing, Risk, Legacy
What are the 5 Key Control Factors?
100
Individual in Client Meeting responsible for ensuring all promises made are fulfilled
What is Relationship Manager?
200
Loyal, Humble and Responsible
What is Who We Are?
200
Mark Ciucci, Michael Duncan, Clive Cholerton, Rob Brown, Sam Miller and Rick Backora
Who are UC Trainers?
200
People who are 3x more likely to remain with their Adviser
Who are Advice Clients?
200
Interactive tool that allows our Client Experience and Planning to remain in real time
What is the FSC?
200
To inspire and nurture the human spirit one person, one cup and one neighborhood at a time
What is Starbucks Mission Statement?
300
4 Offices: Houston, Modesto, Oxnard and New Port Richey
What was the office count in 2005?
300
Responsible for the creation of client deliverables requested by the Regional offices
Who is the Advice Department
300
Ability to capture future opportunities to serve your client
What is a Client Action Plan?
300
A Diagram of Money Movement
What is Mind Map?
300
A modern tale of one person's journey to uncover the five secrets to living his One Best Financial Life®
What is The Money Code?
400
Chief Executive Officer and founding partner of United Capital
Who is Joe Duran?
400
Fear, Commitment & Happiness
What are the three types of Money Minds?
400
Personal Information, Holdings, Goals, Asset Allocation, Priorities, Savings, Taxes, Income, Adjustments
What data is required for a Preliminary Scorecard?
400
Allows us to be aware of heirs that we need to create or solidify a relationship with
What is Family Genogram?
400
Firm Wide Social Media Tool
What is Chatter?
500
Location of Call Center, Financial Planning Department and Investment Operations
What is the Dallas Hub?
500
An interactive tool that allows UC Advisers to talk with their clients about money in a different way
What is Honest Conversations®?
500
Money Mind®, Honest Conversations®, 6 Step Process, Interactive, Client Driven Meetings
What is the Unique Client Experience?
500
Scheduled AT LEAST 3 weeks prior to a client meeting
What is Case Prep?
500
Invented the modern version of the Monte Carlo method in the 1940's
Who is Stanislaw Marcin Ulam?
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