Core Concepts
These are the four market conditions.
What are Up a lot, up a little, down a little, down a lot?
Call used to get to know clients after you receive them from another IC.
What is the transition call?
System where you type your client notes?
What is Salesforce?
Mentor Pod IC originally from WA.
Who is Taylor?
These are the three market drivers.
What are economic, polotical, and sentiment?
Call to provide update on the portfolio.
What is a market update call?
System used to email clients.
What is Outlook?
Owns the largest collection of literature on redwood trees in the world.
Who is Ken Fisher?
Used to manage risk in portfolios.
What are the 4 rules of portfolio management?
Conversation to review the asset allocation.
What is the recommedation call?
System used to find past articles from Ken Fisher.
What is Seismic?
Daily Double!!!
Mentor pod IC who has three children.
Who is Tyler?
Concept used to explain why we are not afraid of meteors hitting the earth. (when it comes to markets)
What are possibilities versus probabilities?
Call when the client says they would like to leave Fisher.
What is the termination call?
System used to message CSAs?
What is chatter in Salesforce?
Official FI offices in North America.
What are Washington, Texas, Florida, and Costa Rica?
Three concepts used to explain when we would go defensive.
What are 2% rule, 3-month rule, not getting out at market highs? etc.
Call before the recommendation call.
What is the IG Call?
System used to go find policies and procedures.
What is the IC page of FIIRE?
Armed service David Davenport served in.
What is the Army?