Banks
What % of Banks DID NOT have an ASK 5 in FY18?
70%
What are the 4 ways we work with accountants?
Referral, Wholesale, Acquisition and PTA
What does SURF stand for?
Set Up Reduction Form
What was Jim's job prior to working at ADP?
Von's Grocery Store
How many points does a banker get for a US Bank deal closing?
750 points
What new tool can be added to MAS and HRO to help us be successful with CPA Firms?
New Marketing Materials!
What % of owners are likely to recommend?
17%
How many years has Jim worked at ADP?
19 years
How many face to face meetings do BofA SBBs attend each week?
8 meetings
What's new client feature can be found on accountant connect?
WFN Visibility
SURF has contributed to what % enrollment growth?
98% growth
What are Jim's daughters' names?
Kayla and Ashley
What % growth did SoCal have in FY18?
6% growth
What does a Centric need to do to earn their bonus in Q2?
Add 2 new referring firms
What date do clients receive their payment?
The 10th of every month
What is Jim's alcoholic drink of choice? Be specific.
IPA Beer
Where can bank certifications be found??
Seizmic aka the new HUB!
What % of CPAs are going to retire in the next 10 or 15 years?
75%
How many clients only refer 1 unit?
10,000
What President's Club Trip did Jim make BOD?
Baltic Cruise