Show:
History
Geography
Famous People
Tools
Advice
100
Year that United Capital was founded
What is 2005?
100
Newport
Where is the headquarter of United Capital?
100
Joe Duran
Who is the CEO with a Zimbabwe accent?
100
SalesForce Social Media Network
What is Chatter?
100
Determines the way you think about money
What is the Money Mind?
200
The founder of United Capital
Who is Joe Duran?
200
Dallas Hub
Where is the home of the UC IM Ops, Advice and Training department?
200
Gary Roth
Who met Joe at Columbia and went onto become CFO?
200
B.R.A.I.N.
What is the basic resource and inventory network?
200
Tool used by couples to help determine their financial goals
What is Honest Conversations?
300
The year that Money Mind was launched
What is 2012?
300
Bob Doede's house
Where was the location of the first UC conference?
300
Jason Del Col
Who is the head of the Advisory services?
300
Tool used to build portfolios and calculate fees
What is the Portfolio Builder?
300
Deliverable from FinanceWare that shows clients how they are doing
What is the Financial Scorecard?
400
The first office(s) purchased by United Capital
What are Modesto and Houston?
400
State that has the most offices AT THIS MOMENT IN TIME
What is Florida?
400
The Chairman of the Board
What is Bob Doede?
400
Office that creates all your client deliverables
What is Advice Department?
400
What we help clients acheive with the advice process
What is OBFL?
500
The year that Honest Conversations was founded
What 2011?
500
Inspirational show Joe Duran watched and inspired his move to the US
What is "Dallas"?
500
Gail Graham Stephanie Bogan Rob Brown
Who are the newest executive team members in 2012-13?
500
The location of the first monte carlo simulation
What is Manhattan Project?
500
% of eligible clients with an advice relationship
What is 83%?