Adviceworks
Where do you go to access the admin academy?
What is learning center or
what is transition central? (Avantax)
What city were the McCallisters going to for a holiday vacation in Home Alone?
What is Pairs?
These are the four major food groups for elves in the Christmas film “Elf”
What are Candy, Candy Canes, Candy Corn and Syrup?
What is the most commonly used CRM system that integrates with AdviceWorks
What is Redtail?
What day is tax day?
April 15th
What tool is used to complete the recommendation before opening an account?
What is BIC ?
What has a button nose and two eyes made out of coal?
Who is Frosty or What is a snow man?
What is red and white and tastes like peppermint?
What is candy canes?
What system is used to open new accounts?
What is AdviceWorks?
Can you name a firms that was acquired by Cetera this year?
What is Concourse or Avantax ?
What tool was released this year to help advisors with driving meaningful conversation with clients?
What is meeting prep tool?
What is the white stuff called when it falls from the sky?
What is Snow?
What app do the advisors use to complete their business plans for 2026?
What is Growth 360?
What did Cetera Advisor Networks have its name changed to?
What is Cetera Wealth Services?
Can you name the new AI tool that came out this year and is offered on our Solutions Services and Discount page in Advice works?
What is Jump AI?
What is New York known for during the holidays in the city?
What is the Rockefeller Holiday tree?
What app would you use to log a check if you receive it in your office?
What is Pinpoint?
What is the financial industry entrance exam called?
What is SIE?
What is Cetera's largest conference called?
What is Connect 2 Peers or Connect to Growth
What classic film features a train that takes children to the North Pole on Christmas Eve?
What is the Polar Express
What tool do you use to process an Annuity application in AdviceWorks?
What is Fire light or Annuity Order Entry or Annuity Net
What form do you send to a prospect before opening new account?
What is form CRS?