FFA (FCFA) Company Essentials
What is the list/ranking system called among the company that tracks dials, sets, pres?
Best of the Best
When someone signs the Financial Planning Agreement & pays the invoice, under what category of reporting numbers is it listed under?
ICWP's
What firm do we partner with to aid us in building portfolios and use of their software?
Orion Portfolio Solutions
What is the next major market office that is opening?
Indy
What is Associate Vice President Zach Ellis' nickname?
Sweet Cheeks
Lil' Z
What is the website/search engine resource used to verify that someone is not a financial crimes terrorist?
What is the meeting immediately after the scope if the Financial Planning Agreement was went over in the scope?
Data Gathering
Brinker Momentum
Name all the brands of FFA
FFA, TFA, TXFA, FCFA, GFA, NEFA
If you need a pre run in Espanol, who can cover it?
Mathie, Cris, Jose, Julian
What is the company average of plans/week & NACC/work week?
0.3 plans per week
$750 NACC/work week
What is the most common investment utilized under SDLI?
IUL
What is the firm's AUM % service fee?
1%
How many active advisors are presently working in the company?
550-600
What race is Andrew Holder?
American & Vietnamese
What is the resource used by the DM's in the office to pull leads for dialing?
ZoomInfo
What is used as a bond replacement for someone targeting better growth?
EIA's
What is Brinker Momentum's minimum and what is the strategy fee?
$50,000
0.1%
Who is the CFO?
Allyson Mickool
What is the heigh difference between Braedon Nakamoto and his mom Jake Mathie?
14 inches
What is the name of the firm where Jason & some of his associates that appear on Wednesday call start working at?
Ameriprise Financial
What are the 6 pillars of Retirement Planning?
Accumulation, Investments, Distributions, Taxes, Social Security, Healthcare
What is needed to submit a managed ticket from a 401(k)?
Form CRS, Intake, Rollover Attestation, Schwab LPOA, OFAC, Driver's License, last 12-months statements, KYC, Summary Plan Description, Fee Disclosure
What is the name of the Broker/Dealer that we partner with?
Trinity Wealth Securities
How many individuals in the office are left handed?
6