TruNorth 101
This is the primary group of people TruNorth helps prepare for their financial future.
Who are retirees and people approaching retirement?
This person developed Statosphere.
Who is Dylan Schoonover?
This form is given out at workshops to help us collect important information about a prospect’s financial situation.
What is a green sheet?
This type of advisor is required to act in the client’s best interest.
What is a fiduciary advisor?
This is Webber's favorite outdoor sport.
What is pickle ball?
TruNorth Advisors’ headquarters is located on this street in downtown Greenville.
What is River Street?
In Statosphere, this term refers to a husband and wife with combined finances.
What is a household?
This is the first call made after someone registers for an event to collect basic information from them.
What is a warm intro call?
This type of retirement account is commonly offered through an employer.
What is a 401k?
This is Webber’s official title at TruNorth Advisors.
What is Director of Marketing and Presenter?
This is name of the only female advisor at TruNorth currently.
Who is Julie Worley?
This is where you can view the company’s production and activity shown with graphs and grading in Statosphere.
What is the Statosphere Dashboard.
This is the call made before an appointment to make sure the prospect still plans to attend.
What is a confirmation call?
This is the person named to receive money from an account after the owner passes away.
Who is a beneficiary?
This is Webber's favorite dessert.
What is a cookie sundae?
This opportunity is offered as a selling point to encourage workshop attendees to come in, better understand their current financial situation, and identify potential opportunities within their retirement plan.
What is a complimentary analysis?
This term is used in Statosphere to refer to an appointment booked.
These packages are sent to prospects after they schedule an appointment to introduce them to TruNorth and build excitement for their visit.
What are shock-and-awes?
This legal document holds and manages assets for chosen beneficiaries.
What is a trust?
Webber’s positive leadership brings people together and motivates everyone to work toward shared goals, strengthening this important quality in the office.
What is teamwork?
This is the number of key areas TruNorth reviews as part of a comprehensive retirement plan.
What is five?
This term refers to a series of two or three events held at the same location within one week, allowing us to track them together.
What is a campaign?
This term refers to someone who schedules an appointment but does not attend or cancel beforehand.
What is a no-show?
This type of IRA is funded with after-tax dollars and may provide tax-free qualified withdrawals in retirement.
What is a Roth IRA?
This is the sound Webber's favorite animal makes.
What is meow?