Culture
This value drives us to go above and beyond in our work, aiming for the highest standards in everything we do.
What is Excellence
This year marks TTFG's 36th anniversary, celebrating decades of commitment to helping clients achieve financial success.
What is 2024
Our platform that helps us manage client relationships, track sales, and streamline communication.
What is Salesforce
This term refers to the process of withdrawing funds from an investment account or retirement plan, typically in the form of regular payments or a lump sum.
What is a distribution
This type of meeting typically focuses on discussing the progress of client portfolios, reviewing financial plans, and making any necessary adjustments to strategies based on market conditions.
What is a Faithful Watch Review
This value highlights being humble, hungry, and people-smart, ensuring effective collaboration and contribution to the team.
With the mission to help people reach their ideal selves through successful financial planning, TTFG was established in this year.
What is 1988
We use this platform to streamline client meeting scheduling by allowing advisors to share their availability with clients.
What is Calendly
This type of account allows tax-deferred growth and requires mandatory distributions after the account holder reaches age 73
What is Traditional IRA
This is how we answer the phone at The Tranel Financial Group to help our clients feel loved, significant, and secure.
What is: "Thank you for calling The Tranel Financial Group! This is [First Name] [Last Name]. How can I make your day amazing?"
This value emphasizes creating a positive and enjoyable environment, fostering happiness and engagement among team members.
What is Fun
This is the number of different business locations The Tranel Financial Group has had throughout its history.
What is 3
This system helps balance risk and reward by visually organizing financial data, allowing advisors to easily see a client's entire financial picture and make informed decisions.
What is Asset Map
This formula is commonly used by financial advisors to calculate the future value of an investment, considering the initial principal, interest rate, and time period.
What is the compound interest formula
This process involves collecting and verifying a client's personal and financial information, selecting the appropriate type of account, and ensuring compliance with regulatory requirements before an account is officially opened.
What is New Account Opening Process
This value means taking initiative, setting a positive example, and inspiring others to achieve their best.
What is leadership
The age Roch was when he started with Money Concepts.
What is 24
This platform provides comprehensive tools for managing client portfolios, accessing research, executing trades, and streamlining workflows.
What is NetX360
This regulatory body oversees the activities of broker-dealers, financial advisors, and other market participants to ensure they comply with industry standards.
What is the Securities and Exchange Commission
This is the key activity financial advisors perform between the discovery meeting and the MAP and Guide meeting, where they analyze client information, assess goals, and prepare recommendations for presentation.
What is build a plan
This value is foundational to maintaining strong relationships by being honest, reliable, and consistent.
What is Trust
This is the year Liberty One Investment Management was founded.
What is 2012
This digital tool streamlines the process of generating, populating, and managing client paperwork.
What is Quick Forms
This type of investment fund pools money from multiple investors to purchase securities, typically focusing on a specific asset class, such as stocks or bonds, and is traded on public exchanges
What is an Exchange-Traded Fund (ETF)
These 3 popular meeting types automatically generate a case for a report to be generated in Salesforce.
What are Faithful Watch Review, Strategy, and Dust Settle?