ASSESS
ADVISE
ASSIST/MACU
RANDOM STUFF
MORE RANDOM STUFF
100

Makes great first impressions through greeting. Asks questions to get to know the member on a personal level and establishes a genuine connection. Builds trust through conversation and creates an atmosphere of vulnerability between self and member.

WHAT IS "BUILDS RAPPORT & ESTABLISHES TRUST"

100

Thinks creatively to provide members with innovative solutions. Sees each member's situation or circumstance as unique. Finds ways to give members options and avoids saying no.

WHAT IS "PROVIDES PERSONALIZED SOLUTIONS"

100

Teaches the member how to use products and services and checks for understanding. Effectively summarizes taken actions. Ensures things are done correctly the first time, all products are functioning properly and all commitments are kept.

WHAT IS "PRODUCT DEMONSTRATION AND QUILITY ASSURANCE"

100

AEROSMITH'S STEVEN TYLER AND JOE PERRY JOINED THIS RAP TRIO ON THEIR 1986 HIT "WALK THIS WAY"

WHO IS "RUN-DMC"

100

THIS FAMOUS TOY STORY SAYING BEGINS WITH "TO INFINITY" AND ENDS WITH

WHAT IS "BEYOND"

200

Utilizes tools and resources to uncover member needs, demonstrate value to the member and centralize information to effectively manage long-term member relationships.

WHAT IS "UTILIZES TOOLS"

200

References previous statements by paraphrasing what the member has said. Matches benefits to the uncovered need.

WHAT IS "MATCH TALK"

200

Owns every member interaction from start to finish. Builds and maintains long-term relationships while delivering exceptional member service.

WHAT IS "OWNS THE MEMBER RELATIONSHIP"

200

This red headed man is not affiliated with the popular English icon, but this man always thinks he is

Who is Jon B

200
THIS NUMBER WAS WORN BY MICHAEL JORDAN FOR A BRIEF TIME BEFORE SWITCHING BACK TO NUMBER 23

WHAT IS "45"

300

Positions oneself as a financial guide by explaining the benefit you provide and how you deliver it uniquely. Effectively uses position, permission and value statements.

WHAT IS "VALUE PROP"
300

Has a sound understanding of Mountain America's products and services. Is able to present the right products confidently and accurately. Consistently finds ways to increase one's own knowledge.

WHAT IS "PRODUCT KNOWLEDGE"

300

Creates confidence with the members every time, reassuring them as their financial guide. Functions as the point of contact for any future needs. Explains next steps, sets future appointments and expectations for onboarding, asks for referrals.

WHAT IS "FOLLOW-UP AND POST-SALE RELATIONSHIP"

300

This movie franchise parodies Horror movies

WHAT IS "SCARY MOVIE"

300

MICHAEL JORDAN RETIRED FROM BASKETBALL TO PLAY THIS SPORT FROM 1994 TO 1995

WHAT IS "BASEBALL"

400

Takes detailed notes, asks clarifying questions and paraphrases to show understanding.

WHAT IS "ACTIVE LISTENING"
400

Ensures common understanding between self and member by asking clarifying questions. Ensures the product or service is in the member's best interest, then reiterates the value and benefit for clarity.

WHAT IS "UNDERSTANDING OBJECTIONS"

400

Help members give their balance a more relaxing view. With a Mountain America credit card, they can now earn this on balance transfers now through February 28, 2025. This is an excellent opportunity for members to save on interest, potentially lower their monthly payments and get a cash bonus.

WHAT IS "3% CASH BACK"

400

This fictional African Country best known for vibranium in the hit movie Black Panther 

WHAT IS "WAKANDA"

400
THIS MAN WHO IS MISTAKEN AS A US PRESIDENT COINED THE PHRASE BATTERY THAT DESCRIBES AN ELECTRICAL STORAGE DEVISE (BONUS POINTS IF YOU KNOW WHAT SHOW HE MADE A GUEST APPEARANCE ON)

WHO "BENJAMIN FRANKLIN"

WHAT IS "THE OFFICE"

500

Effectively uses transition statements to seamlessly move from one topic to the next throughout the entire AAA process.

WHAT IS "TRANSITIONING"

500

Gains commitment for product or service by asking for the business while the member is present. Creates the right amount of urgency in closing. Avoids product bias and does not make decisions for the member.

WHAT IS "GAINS COMMITMENT, CLOSING, & BUY-IN"

500

It’s never too soon to get your retirement plan in order. Our experienced advisors will guide you through the ins and outs of income planning so you can be an early bird during this MACU promotion.

WHAT IS "GET YOUR DUCKS IN A ROW"

500

THIS WAS THE LAST HORCRUXES DESTROYED BY HARRY POTTER IN THE DEATHLY HOLLOWS PART TWO

WHO IS "NAGINI THE SNAKE"

500
THIS COUNTRY'S COAT OF ARMS FEATURES A PALM TREE AND A 19TH CENTURY AMERICAN SAILING SHIP

WHAT IS "LIBERIA"

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