FP or IRP
Client on a 77 RTAM walks in with a cheque for $200,000 to deposit.
Who is the IRP?
What is the cash flow and expenses?
A cleaning agent that was suggested that could possibly be used against COVID-19.
What is Lysol?
055
Who is Jen and/or Jeanette?
The digital platform found on online banking that clients can use for document signing, booking an appointment, etc.
What is MyAdvisor?
Client has $95,000 in long term mutual funds with RBC and is looking for some financial planning around taxation, investments and retirement. Is also looking to set up matics to an RSP, TFSA and an RESP. They are also on the Home of Best Fit.
Who is the FP?
MyAdvisor is a _______ ________ platform.
What is a goals based?
Earlier this year, him and his young daughter were killed in a helicopter crash.
Who is Kobe Bryant?
077/088
Who is Josh and/or Marie?
Advice, Service and Access.
What is the MER?
Client has $350,000 in long term mutual funds with RBC and no outside investment assets.
Who is the FP?
The clients that are best suited to enroll in MyAdvisor.
Who is everyone?
A massive insect that invaded many areas and killed off large quantities of bee colonies.
What is the Murder Hornet?
015
Who is Kaisa?
The collaboration and the access to specialists.
What is ONE RBC?
Client has no investment assets with RBC but is looking to discuss investing an inheritance that they will be receiving.
Who is the IRP?
The documents that can be signed within MyAdvisor.
What are all investment documents?
This country faced devastating bushfires through March.
Who is Australia?
199
Who is team managed small business?
The daily write up that we receive on the markets, economic forecast, advice, etc.
The Daily Market Update (DMU)?
Client has $105,000 in long term funds with RBC and is looking to speak with someone regarding their $500,000 work pension that they would like to transfer.
Who is the IRP and the FP?
The ability to be able to sign into other FI's to port in your information to include in your MyAdvisor projection to increase this.
What is your networth?
His impeachment was acquitted in February.
Who is Donald Trump?
029
Who is Melissa?
An account that is transparent with the fees on quarterly statements and available to clients with $250,000+ in long term funds.
What is the Investment Advantage Account (IAA)?