The first thing you do after a client signs an agreement
What is save it in WD
100
Where you go to request time off
What is BambooHR
100
Schwab's new mailing address
What is 1945 Northwestern Dr., El Paso, TX 79912
100
What is the tagline for the Hewins blog?
What is eating the financial elephant
200
Name all of the members of the Operations team
Who is Andrew, Chris, Derek, and Ka-Tye
200
The fees for the first tiers of the KAS, KAS Family, and KAS Employee fee schedules
What is 1.25%, 1.05%, .95%, respectively
200
You go here to check your 401(k) balance
What is Milliman
200
HNW ABP Master/Rep Codes for Schwab and TD
What is xxxx-8903 and *VE, respectively
200
FRIGATE stands for...
What is fun, respect, integrity, growth, a client focus, teamwork, excellence
300
Name 2 members of the Client Service Team other than the ones on the call
Who is Cary, Chelsea, Jesika, Kris
300
3 items you need to "check" before each client meeting
What is Performance, confirm signed IPS/IAA, IPS affirmation, RMD, Wipfli Tax Consent, IRA Beneficiaries
300
The search criteria (cabinet, category, and doc type) for the HNW IAA Template for family discount in WD
What is Client Forms & Templates, HNW, Agreements
300
5 forms that you might request from CS when opening an account
What is app, ABP, ML, BD, TOA, Journal, Wire, IRA Distribution
300
The name of the place with games we went to for the Skill Summit
What is Headquarters Beercade
400
Name all members of the Rockford Region
Who is Scot, Rafia, Kim, Peggy
400
Per the GCP, name 3 of the 7 materials that are brought to the Discovery Meeting
What is agenda, connect brochure, personal profile map, core values, completed PDQ, VIP/Assessment Agreement, ADV/Privacy Notice
400
First steps of the off-boarding workflow to complete in CRM before task assigned to Chris in Ops
What is enter termination info, close pending activities, figure out any fee refunds, obtain written confirmation from client of termination, notify client that portal will be disabled 30 days after date of notice
400
Cash Movement Email Cutoff Times for ML/ACH, wire, check journal (CT)
What is 4pm, 11:30am, 2pm, 2pm, respectively
400
The awesome book we give out to clients
What is The Investment Answer
500
Number of principals in the company
What is 17
Amy, Ben H., Brad, Diane, Ed, Greg, Gretchen, Jandy, John, Julie, Karl, Martha, Mikhael, Nate, Patrice, Pat, Scot
500
These should be reviewed for our retirement plans at each trustee meeting
What is performance/core report, IPS, Executive Summary Report, Fiduciary Checklist, Benchmark Report