Show:
Still Making History
in Region 196
Managing Partners
Summer Regional Meetings
Edward Jones Acronyms
Still Making History
in Boston
100
The "motto" of the Region under Timothy Braceland's Leadership?
What is Three Feet From Gold
100
The name of the current Managing Partner of Edward Jones?
Who is Jim Weddle.
100
Last year's Summer Regional was held where?
What is Ocean's Edge Resort on the Cape.
100
What does LP stand for?
What is Limited Partnership.
100
How many Super Bowl's have the Patriots won under Bill Belichick?
What is 5
200
How many Financial Advisors do we have currently in Region 196? +/- 3
What is 60
200
The number of Managing Partners in the nearly 100 year History of Edward Jones?
What is 5.
200
As a Firm, we are celebrating how many years of Summer Regional Meetings. 20? 30? 40? or 80 years? (The firm has been around since 1922)
What is 30 years.
200
How long do Financial Advisors get to keep their LP?
What is lifetime.
200
US News ranked Massachusetts Education System #1 in the US. Can you name two colleges in Wellesley, MA?
What is Wellesley College and Babson College
300
How many offices do we have in "Boston"?
What is 2. Boylston Street and North End
300
At what Age are Managing Partners required to step down form their position?
What is 65.
300
Name one of the 3 Goals for this meeting.
What is: Recognize Achievement, share business building ideas, further culture around families.
300
In the Summer, you put ICE in your drinks. At Edward Jones, what does "ICE" stand for?
What is Ideal Client Experience.
300
The Mutual Fund was invented by this Boston Mutual Fund Company.
What is MFS.
400
We have 3 Leadership Teams in our Region. Can you name one of the Teams?
What is Recruiting, Performance or Client Solutions.
400
He is credited with starting our "Partnership".
Who is Ted Jones.
400
The first name of our two Martiz consultants?
Who is Geri and Christina.
400
What is Edward Jones' BHAG for the number of Financial Advisors by 2022?
What is 20,000.
400
Email was invented by this Cambridge University.
What is MIT.
500
No question, you get 500 points!
What is, I hope that helped.
500
This Managing Partner wrote the famous "Memo" in 1972 about growing to 1000 offices.
Who is John Bachmann.
500
Can you name one of the Product Partner Firms with us this weekend?
What is Transamerica Annuities and Hartford Mutual Funds.
500
What does 4DX stand for?
What is Four Disciplines of Execution. WIG, Action, Scoreboard, Accountability.
500
Name two current players for the Boston Red Sox.
What is…..