Show:
History
Geography
Famous People
Tools
Advice
100
2005
What is the year the firm opened?
100
Corporate Headquarters
What is Newport Beach?
100
CEO
Who is Joe Duran?
100
Help you when you missed a meeting
What are the Recordings?
100
Tool used to determine why you do the things you do with money
What is the Money Mind(TM) Analyzer?
200
The co-founders of United Capital
Who are Joe Duran and Pat Bommarito?
200
Support Hub
What is Dallas Texas?
200
CFO
Who is Gary Roth?
200
Basic Resource and Inventory Network
What is the BRAIN?
200
Tool used by couples to help determine their financial goals and by advisers to help understand their clients
What is Honest Conversations(R)?
300
The original planning software used by United Capital
What is Financeware?
300
Home of Clive Cholerton
What is Boca?
300
Bob Doede
Who is Chairman of the Board?
300
Salesforce Social Media Network
What is Chatter?
300
Minimum Advice Fee
What is $1500?
400
Opening year of first Support Hub
What is 2012?
400
Home of Marie Casement?
What is Houston, Texas?
400
Mark Ciucci
Who is the SVP of Advice?
400
Tool used to build portfolios and calculate fees?
What is the Portfolio Builder?
400
Initial deliverable from Financeware that shows the client their initial plan?
What is Preliminary Financial Control Scorecard?
500
Number of pairs of glasses Joe has ever had
What is 2? He just got a new pair...
500
401(k) Institutional Management Office
What is Boston(PFE)?
500
Sam Miller
Who is the Portfolio Strategist?
500
Centralization office that helps create all of your deliverables
What is APG/Advice?
500
Deliverable given to cleints that entails their entire financial plan
What is the Executive Summary?