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