EDGE
Building trust is the main goal of this part of the EDGE service model.
What is Engage?
This person began the wonderful company we all work at in the 1900's.
What is Charles Schwab?
This adorable addition to Jonathan's family is named after a flaky side dish.
What is Biscuit?
RMD is the acronym for this ridiculous type of transaction that the IRS requires.
This song was well received during a historical Team Beard huddle when Danielle, Jess, Jules, and Cole first joined the team.
What is Bills, Bills, Bills?
The EDGE service model recently replaced this form of call evaluation model.
What is Tiers for Peers (or T4P)?
This is your Director's last name.
What is Harris?
Who is Justin?
This instrument is the oldest of it's kind, and is also why Jess (Beard) was a band nerd in high school.
What is the flute?
These four words are what EDGE stands for.
On this date in Schwab history, the majority of TD Ameritrade accounts were officially converted to Schwab accounts and is also known as "Client Day 1".
What is Sept 5th, 2023?
These two teammates have a twin sibling.
This date is the deadline for RMDs to be satisfied.
What is 12/31 (or the last business day of the year)?
Bananas are berries, but this fruit is not!
What are strawberries?
There are no more WC, Good, Fair, Poor call ratings. Instead, these are the four types of categories we will use to evaluate each pillar of an EDGE call.
What is:
In this year, Schwab opened its first branch in Sacramento, CA.
What is 1975?
Although there are not many things, this is one thing Jonathan does not like.
What is:
Sweets/ cake / pie / the phrase "you're welcome", being asked questions that are already answered in meeting notes, tidbits, chats, and KC / the cold, people messing with his desk and hot sauces / Jess messing with his OnNote format / the way other people write / being alone on days that Jess WFH or is OOO / flat shoes / chewing with his front teeth / eating with a fork /
This type of RMD is NOT calculated by Schwab, however there is a calculator available to IA's on SAC.
What is an Inherited IRA RMD?
In the state of Texas, this exotic animal can be owned as long as you have land and a permit.
What is a tiger?
These are some ways you can build trust when speaking with an IA.
What is by being:
•Positive
•Helpful
•Human-centered
•Professional but relatable
•Present
•Focus on facts, not perceptions
•Confident and definitive
•Empathetic
•Resist the urge to take customer emotions personally
This addition to our campus came in the form of a bronze statue sculpted by Zenos Frudakis and is symbol of this.
What is Chuck’s humility and belief in what’s ahead?
This is the name given to Jess (Beard)'s doggo, which is also the name of a commonly used system here at Schwab.
What is Disco?
This is the first step that should be taken if you are asked to reverse out any IRA or retirement account transaction.
What is ask additional probing questions to find out why we are being asked to reverse the transaction / check the Complex Distributions page in KC?
This popular Britney ballad is the Team Beerdoza theme song.