SBA
TM
Wealth Select
From the meeting
Miscellaneous
100

This is what SBA stands for. 

What is Small Business Administration?

100

The allows RMs and Bankers to open treasury products from their own offices. 

What is Treasury Management Select?

100

This is the dollar amount a client needs in order to be able to work a WS advisor.

What is 5k? 

100

This is our theme for 2023.

What is Cultivating Relationships. 

100

This person is considered the G.O.A.T of football.

Who is Tom Brady?

200

This is the ratio of Jobs created by Small Businesses.

What is 2 out of every 3?

200

This product will allow a client to ok checks before they clear their account. 

What is positive pay.

200

This is the the target prospects for WS.

Who are New investors, Young Couples, Small Business Owners?

200

This is an important piece for developing a relationship with a client. 

What is Building Rapport?

200

These two brothers will be the first to PLAY against one another in a Super Bowl.

Who are Travis and Jason Kelce?

300

These are three uses of proceeds that are allowed under SBA 7A.

What are Term Loan ATL Purchase Inventory, Start up costs, Purchase existing bus, Expansion/Reno, New Construction, Purchase Com real-estate or equipment, Perm working capital?

300

This is the average amount fraud will be on an account. PER Ty and TM

What is 46k 

300

In sending a referral to WS this is how you designate its WS.

What is type Wealth Select in the Advisors Field?

300

This person showed us that through hard work and perseverance you can achieve what many think is impossible.

Who is Braxton Neilson?

300

Needing just 36 points to become the NBAs all-time scoring leader this player is considered by many to be the GOAT of basketball. 

Who is Lebron James?  THERE WILL BE NO DEBATING!!!!!

400

This is the approval rates for SBA authorization.

What is 90%?
400

This is the cost of enrolling a client in Positive pay RDC and Online Wires 

What is $85 a month?

400

This person presenteed to our team on WS.

Who is Ben Bellon?

400

This Person was your 2022 Rainmaker! 

Who is Belle Mertz? 

400

In 2012 this team beat the Kansas Jayhawks to become the NCAA Mens Basketball National Champions. 

Who are the Kentucky Wildcats?

500

This is the upfron Guarabty Fee foe an SBA loan between 500,001 and 700,000.

What is .55%?
500
This is the number of TM referrals (and TM select) our group booked in 2022. 

What is 13?

500

This is the number of Wealth Referrals were referred and qualified by our team in 2022.

What is 10?

500

This persons first Job was working for a site similar to Hotels .com

Who is Claire Lim?

500

This person started the meeting WAY to early today.

Who is Matt Jones? WHO? Matt Jones!