RFC Trivia
What does AMP stand for?
What is Advisor Marketing Program
Who is the newest Silver advisor?
Who is ... Sam Borsh
What is the Garage Code?
What is 1292
How much can a 55yr old contribute to a Roth IRA in 2025?
What is $8,000
What year was the first iPhone released?
What is 2007
What year was the Omaha Office opened?
What is 2005
What is the name of the Omaha Staff Member that assists advisors with events?
Who is...
Haley Berry
What is the name of the texting service advisors use to text clients?
What is MyRepChat
How much can you convert from Traditional IRA to Roth in a year?
What is unlimited
"I solemnly swear I am up to no good."
What movie is this from?
What is.... Harry Potter
Name the 5 office locations in order of when they were opened?
What is...
STL, Omaha, KC, PHX, SLC
Bonus: Nashville (worth no extra points lol)
Who talked about Disability Insurance in a MMT?
Who is ... Cole Grandfield
What is a passing score for the SIE?
What is.. 70
What is the max for an employee 401k contribution each year?
What is $23,500
What is the only fruit with seeds on the outside?
What is ... strawberry
How many accounts were opened from July '24 to July '25?
What is 10,000
Who spoke during MMT your first day of the internship?
Hint: He talked about Bitcoin
Who is ... Sammy Zitek
What date and time is the Internship Commencement Dinner?
What is August 6th at 6pm
How much can you now convert from a 529 to Roth IRA in a lifetime (per person)? Must be open 15yrs.
What is $35,000
Who won love island 2025?
What is... Amaya and Bryan
What is the name of the team that assists with complex cases such as Estate Planning, Income Tax Planning, Charitable Planning, and Business Planning?
(Hint: Katie Iacarella and Kerry Pivovar are on this team)
What is Advanced Client Strategies
What are the names of 5 Diamond Advisors at RFC?
(Keller and Kontz don't count)
Who are:
John Bayer, Bill Eckert, Steve Gordon, Matt Gross, Greg Keller, Steve Kontz, Aaron Martin, Dave Obedin, Robb Pantano, Chad Rutar, John Siefert, Steve Steinbruegge
How many Silver advisors are in the Omaha Office?
What is 16
What does EBITDA stand for?
What is... Earnings before interest, taxes, depreciation, and amortization
What is the smallest country in the world?
What is... The Vatican City