Ms. Arlet
This trip is why Arlet will be OOO next week
What is a Recruiting Trip?
Our current CEO of Fisher Investments
Who is Damian Ornani?
This blunder is the Quickest way to NIGO a document.
What is putting the phone number as the SSN?
Our team member with the best hair
Who is Anthony?
This is the age when an RMD has to be satisfied
What is 73 years old?
This city is Arlet's hometown
What is Miami?
This even number is the number of FL OC TL's
What is eight?
The differentiator that separates a PPA and Research Request
What is a cash flow analysis?
The boojie member of our team who is always Best Dressed
Who is Jakobe?
This is the most ideal time to satisfy an RMD
What is During a rollover call?
This phrase is Arlet's favorite one-liner
What is "You guys are paying for my Botox?"
There's a new AVP in town
Who is Cole Cameron?
Love it or hate it, the four components of Cost Basis are:
What are:
Symbol/CUSIP
Original Purchase Date
Total Number of Shares Purchased
Total Cost
This member of the team is the most likely to submit a Doc Check task at 4:00 PM
Who is Morgan?
This date is when we must begin RMD tracking
This Winter date is Arlet's birthday
When is December 15th?
Our founder is also a renowned Auther. Name at least three Ken Fishers books.
What is
1. Ten Road to Riches
2. Debunkery
3. How to smell a rat
4. 100 Minds that made the Market
5. The Wall Street Waltz
6. Super Stocks
7. The only 3 Questions that Count
The two separate two-character codes are used to prefill Non-Discretionary accounts at UBS North Carolina and California
California: MI-
North Carolina: 3I-
This team member is likely to give Arlet a heart attack
Who is Anthony?
Our most dapper team member who is now POC for RMDs
Who is Jakobe?
This stop-motion animated film inspired Arlet's 2023 Halloween Costume
What is Nightmare Before Christmas?
This even number is the estimated number of People in the Tampa office(s)
What is Eight Hundred and Fifty (850)
The three things needed for clearance of ERISA deal
What are PVQs, FPD, and CAT approval?
This member is the most likely to be on Boeing's watch list
Who is Phil and his detailed market updates?
This is the postpone month if client turns 73 and pushes RMD until the following year
When is April?