Company Trivia
This Texas city is home to Charles Schwab's headquarters.
What is Westlake, Texas?
"May the Force be with you."
What is Star Wars?
According to EDGE training, using "We can help with that" does not count as this.
What is an ownership statement?
Even though many people think it's a vegetable, this green food used in a popular dip is actually a berry.
What is an avocado?
This team member uses "awkward ending & goodbye" as a closing phrase in our daily team huddles.
Who is Aubrie?
Schwab's stock trades on the New York Stock Exchange under this ticker symbol.
What is SCHW?
"There's no place like home."
What is The Wizard of Oz?
This EDGE step focuses on educating the client, reviewing the solution, and obtaining approval on next steps.
What is Gain Agreement?
This animal is known for carrying its house on its back.
What is a turtle?
This team member strongly dislikes the color yellow
Who is Keri?
This company was acquired by Schwab in 2020 in one of the largest deals in brokerage history.
What is TD Ameritrade?
"Just keep swimming."
What is Finding Nemo?
This EDGE step includes confirming all needs were met and expressing genuine appreciation.
What is Enhance?
This sport is known as "America's Pastime."
What is baseball?
This team member has 1 son who is currently a senior in high school.
Who is Simone?
According to Schwab materials, the company's growth started with a commitment to putting this group first.
Who are clients (investors)?
"Life is like a box of chocolates. You never know what you're gonna get."
What is Forrest Gump?
True or False: EDGE is a script that must be followed word-for-word on every call.
What is False? EDGE is a framework that allows professionals to adapt their communication style.
This large island continent is actually wider than the Moon.
What is Australia?
This team member often drives a motorcycle.
Who is Edwin?
Schwab's signature brand color.
What is blue?
"I volunteer as tribute!"
What is The Hunger Games?
This type of question is commonly used during Discover to get clients talking and sharing more information.
What is an open-ended question?
This is the only U.S. state you can type using just one row of letters on a keyboard.
What is Alaska?
This team member loves watching the Lifetime Movie Network.
Who is Faith?