The Basics
Core's headquarters are located in this Missouri city.
What is O'Fallon?
The better you communicate with me, the better my answer tends to be. What am I asking you to give me?
What is a prompt?
Core believes the best financial guidance starts with doing this before giving advice.
What is Listening?
This is the place where you enter your gross revenue in order to submit an invoice for payroll.
What is the/my billing board?
This cloud storage platform is where our team securely stores, shares, and collaborates on files
What is Box?
According to Guy Penn, "The goal is not to win, but to _______."
What is "continue"?
I confidently gave you an answer that sounded completely believable… but was totally wrong. What did I just do?
What is hallucinate?
Core believes responsible growth starts by asking this simple question: "Does adding a person to the room..."
What is.. make the room feel better?
When you have a specific operational question or need support, this is the preferred way to ask for it.
What is submit a help request?
This messaging platform keeps our team connected through channels, direct messages, and huddles.
What is Slack?
This is what Core Planning calls itself: "The Community _____."
What is RIA?
AI is NOT deterministic, rather it is....
What is probabilistic?
This is the two-word phrase that describes what money should create.
What is freedom and possibility?
This area is our online area where we learn and grow
What is the support center?
This password manager securely stores and shares login credentials to make your life easier while keeping our applications safe.
What is Keeper?
This is the preferred corporate footwear attire of Core Planning?
What is flip flops!
When an AI meeting co-pilot works autonomously behind the scenes to update CRM contracts and draft follow up emails without clicking execute, it is often referred to by this industry term.
What is an agent?
Core believes advisor loyalty belongs to this group—not commissions or product providers.
What is our clients?
Here is where you can find all of the huddles and hangouts for upcoming sessions that Core is hosting.
What is our community calendar?
This planning resource provides flowcharts and checklists to help advisors identify tax, estate, retirement, and insurance planning opportunities.
What is fpPathfinder?
This person was the first advisor to join Core Planning, after Guy
Who is Patrick Ritter?
This creative branch of AI can instantly generate brand new content, including realistic images, music and software codes?
What is an Generative AI?
Our first and only KPI.
What is generosity?
This happens on the 2nd and 4th Friday of every month.
What is payroll and custodial billing?
This tool is what you would use or consider if you want to show a client how a 60/40 portfolio would possibly perform over the next 30 years compared to another allocation.
What is Monte Carlo?