The Basics
**Pre setting** What are the 6 steps to the process with details to describe each?
1. Pre (introduction) 2.Scope (60-70% completed plan) 3. Case Analysis (get every number) 4. Solutions Presentation (Recommendations) 5. Implementation (be there every step of the way) 6. Client Service (meet on a quarterly basis)
When is the latest time you should submit your data?
NO later then Friday before you leave the office, this includes even on short weeks like this week.
What is power of the floor with "fries"
Accelerator
What are the 2 most common type of trusts
Revocable and Irrevocable
What does Coach Burt Activate?
What is PREY DRIVE
**Pre Setting** What are the 3 ways we get paid?
1. Planning Fee 2. Commission 3. AUM
What is the exact amount of premium needed for a fast start?
$476,190.48
What mountain is named after Silac's POTF investment with the highest Par Rates
DENALI
What is the MAGI for joint filers to contribute to ROTH IRAs in 2025?
$252,000
What is the name of the main woman at Akel's? She worked at the old restaurant as well.
LINDA
How many dials should you make each week? (Think of what results you want)
What is however many dials it takes for you to see 3 pres per week
What is the ideal NACC/per work week?
What is $750
In a regular week, Who conducts compliance reviews for FIA tickets?
Jensine Weingold
What is R-Squared
Nobody knows... jk its correlation to the benchmark.
Who is the best new AVP?
One of the ladies!
What is a 3 word strategy to use when complimenting prospect, identifying a problem, and showing improved results?
What is: Positive, Interesting, Even Better
What is the ideal Plan/per work week?
What is 0.3
What company do you "work for" when interacting as a broker-dealer?
Trinity Wealth Securities
What exam is required to be a principal?
Series 24
What is Darius's favorite breakfast restaurant?
Chick-fil-a
What is the document called that shows our understanding of a prospects needs? (It is required for each product and should be ez if you keep a clean hubspot)
What is KYC
Where should you keep you Pre:Plan?
What is 5:1
What is the 10 year buffer price for just the rider?
.2
As of the FPA, What is the maximum percentage you can charge for advisory fees on the first $250,000 managed?
2.65%
What sauce is most commonly kept in Adam's fridge
YUM YUM or Shrimp Sauce