FINANCIAL PLANNING
ESTATE ADMINISTRATION
& PLANNING
POTPOURRI
INVESTMENTS
REFERRALS
100
The manager of Financial Planning
Who is Neil Byrne
100
When starting to plan your Estate these are 3 documents the client will want to get
What are a Will, Living Will and a Power of Attorney
100
Wealth Management and Trust has this many assets under management
What is over 2.6 Billion
100
This is the number of Investment team members
What is 16
100
This amount of money might be considered a qualified referral
What is $200,000 of investable money
200
This person is Neil's partner in Financial Planning
Who is Kimberly Cunningham
200
When someone dies you usually have to open this type of an account
What is an Estate account
200
The number of Stock Yard branches throughout our footprint that we provide Trust services to clients
What is 34
200
How often does the Investment Team meet to discuss the economy, Investments and the Market activity
What is twice a week
200
What you get for a qualified referral
What is 10% of the first year fee
300
The form the client needs to sign prior to a Financial Plan being started
What is the Wealth Planning Agreement
300
This is the year that Stock Yards began providing trust services
What is 1972
300
Our Chief Investment Officer
Who is Mark Holloway
300
Closing $5000 or more in fee revenue to Wealth Management in 2017 will get you this
What is a chance in the drawing for a trip to Costa Rica
400
These are 3 forms necessary to accurately complete a financial plan for a client
What are the Risk Tolerance questionnaire and the Expense Worksheet and the personal profile
400
We had only one branch for this many years
What is 84 years
400
This amount of revenue created for the Wealth Management & Trust in 2017 will automatically put you on a beach in April next year
What is $35,000
500
True or False - We offer a way for clients to see all of their assets and debts (not just what they have with us
What is True - they know it as the Dashboard
500
After the Main Office, what branch opened next
What is the Fifth Street Branch
500
If you refer a client that opens up a million dollar account with Wealth Management you will get this in your paycheck
What is an extra $1,300
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