| Company History | Company Personnel | Direct Sales Fun Facts | Random | Advisor Lingo |
|---|---|---|---|---|
|
What is the year our company was founded?
2010
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What is Vito's Last Name?
Spatafora
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What is the first DS Value?
Cultivate a winning culture
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How many states in the US are there?
50
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What is a 401(k)?
An employer-sponsored retirement plan. Employee contributions are taken out before withholding taxes are computed, and many employers offer matching contributions.
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What is Michael Carvin's wifes name?
Michelle
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What is Bryan's current title
Director, SmartAdvisor Growth Platform
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What is the second DS Value?
Always look forward
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Name 1 prime color
Prime
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What is a Bond?
Investments through which one loans money to a corporation or government.
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What is the month and year that SmartAdvisor launched?
November 2017
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What is Liz' dogs name?
memphis
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What is the third DS Value?
Family Over Everything
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If a dog is 9 years old, how old are they in dog years?
63
|
What is a Certified Financial Planner (CFP)®?
A designation conferred by the Certified Financial Planner Board of Standards. A CFP® has received approved training and industry certification in the six areas of financial planning: estate planning, retirement planning, cash flow management, risk management, tax planning, and investments.
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What is the first SmartAsset Calculator?
home Buying
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How many daughters does Dave have?
3
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What is fourth DS Value?
Run through your fears
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What TV Chef said "Bang" as a slogan
emeril
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What is a Fiduciary?
The legal obligation of a professional adviser, such an attorney or a CFP®, to act in clients’ best interests. Most financial product salespeople have no fiduciary obligation to their customers and have significant conflicts of interest.
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What is the animal used for our original logo?
Donkey
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Who has the most Lifetime Revenue in DS?
Mike
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What is the most revenue closed by DS in a day?
47
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What are the SmartAsset Values
We Empower Users
Our financial insight empowers our users. We Trust Each Other We have trust in what we do and in one another. We Rise & Adapt We rise and adapt to deliver. Data Fuels Our Decisions Data shapes our goals and drives our actions. We Collaborate We value people's talent, ideas, and voices. |
What is a Financial Advisor?
A term with no precise industry definition that can be used by financial planners, investment managers, and sellers of financial products.
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