Marketing
What is the name of the current Marketing Campaign?
What is “Helping Client Families Navigate Challenging Situations”
MF + = What is the record keeping fee on MF+ for accounts over $100K?
What is 85bps years 1-6, 40bps yr 7+.
What report should you use for prospecting targeted prospecting at LPL?
What is the LPL AOE Report.
What SFG Value begins with the letter (A)?
What is accountable
In what year did SRS launch?
What is 2012.
What is the email address to send marketing requests?
What is SIGmarketingrequest@sfgmembers.com
How many cap and par rates are currently 100% and more?
What is 5
What is the name of the LPL CRM system?
What is ClientWorks
What SFG Value begins with the letter (C)?
What is connection.
In what year did MRD launch?
What is 2017
How many Marketing Team members have been out on maternity or paternity leave YTD?
What is 3
What does APC stand for in Summit Navigate?
What is Annual Performance Credit?
What tool does LPL provide to compare FIAs?
What is the LPL Income Calculator.
What SFG Value begins with the letter (O)?
What is openness.
What is the significance of June 5th at Sammons?
What is Founders Day.
Which Marketing Team member recently completed a marathon?
Who is Molly Wendel.
What is the single level payout at age 75 for Summit Journey?
What is 8.65%
What is the name of the CRM at Cetera?
What is AdviceWorks
What SFG Value begins with the letter (R)?
What is Respect.
What year was the ESOP established?
What is 1978
What is the new email deployment platform?
What is Marketing Cloud
What triggers the LPA Doubler?
What is confinement to qualified care center or nursing home
What CRM system does Osaic use?
What is WealthBox
What SFG Value in ACORN does (N) represent?
What is Integrity.
What is the current stock price of SEI?
What is $3180