History
Geography
Famous People
Tools
Life at United Capital
100
The year 2005
What is the year United Capital opened?
100
Admin and Marketing Hub location
Where is Newport Beach, CA?
100
CEO
Who is Joe Duran?
100
Determines the way you think about money
What is the Money Mind analyzer?
100
Keep those trains a'runnin
Who is the Director of Operations?
200
4 offices
What is office count in 2005?
200
Location of Call Center, Financial Planning Department and Investment Operations
Where is Dallas Hub?
200
CFO
Who is Gary Roth?
200
Basic Resource and Inventory Network
What is the BRAIN?
200
Monday at 9:00 am- Overall Work Week
What is Client Case Management Work ?(Case Prep)?
300
Ranked 12th
What is United Capital's RIA Ranking?
300
Regional office in the upper North West
Where is Washington?
300
We have over 60 of these types of employees
Who are Managing Directors?
300
Firm Wide Social Media Tool
What is Chatter?
300
Onboarding phase that provides tactical training
What is Stabilization?
400
Loyal, Humble and Responsible
What is Who We Are?
400
Regional office where Sin City is
Where is Las Vegas?
400
Ryan Garrison
Who is the Director of Operations/Relationship Manager
400
The "Pleasure Seeker"
What is the Happiness Money Mind?
400
The "Rainmakers"
Who are the Managing Directors?
500
1st onboarding phase you just got finished with!!
What is the Transition phase?
500
Summer Olympics 2016
Where is Rio De Janeiro?
500
Most successful investor of the 20th century
Who is Warren Buffett?
500
Tool used to provide grip in turning objects such as nuts and bolts
What is a wrench?
500
Your next market holiday off
What is Thanksgiving?
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