| Company History | Company Personnel | Direct Sales Fun Facts | Random | Advisor Lingo |
|---|---|---|---|---|
|
2010
View Image What is the year our company was founded?
|
Spatafora or Closing Deals
View Image What is Vito's Last Name?
|
Cultivate a winning culture
View Image What is the first DS Value?
|
50
View Image How many states in the US are there?
|
An employer-sponsored retirement plan. Employee contributions are taken out before withholding taxes are computed, and many employers offer matching contributions.
View Image What is a 401(k)?
|
|
Michelle
What is Michael Carvin's wifes name?
|
Director, SmartAdvisor Growth Platform
What is Bryan Vivona's current title
|
always look forward
What is the second DS Value?
|
Three Primary Colors (Ps): Red, Yellow, Blue.
What are the 3 primary colors?
|
What is a Bond
Investments through which one loans money to a corporation or government.
|
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November 2017
What is the month and year that SmartAdvisor launched?
|
memphis
What is Liz' dogs name?
|
Family Over Everything
What is the third DS Value?
|
Johnny Cash
What American songwriter once said "Success is having to worry about every damn thing in the world, except money."
|
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.
Name 3 of the 6 areas of financial planning as determined by the Certified Financial Planners Board (CFP)®?
|
|
home buying calc
What was the first SA Calculator?
|
3
How many daughters does Dave have?
|
run through your fears
What is fourth DS Value?
|
time
What can fly without wings?
|
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.
What is a Fiduciary?
|
|
donkey
What is the animal used for our original logo?
|
Mike
Who has the most Lifetime Revenue in DS?
|
47k
What is the most DS revenue closed in a day?
|
We Empower Users
We Trust Each Other We Rise & Adapt Data Fuels Our Decisions We Collaborate
What are the SmartAsset Values ?
|
12,993 registered
How many Registered RIA's are there currently in the US? (aprox)
|
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Recommended Budget Standard Leads $3,533
Recommended Budget with Live Connections $4,465 If you wanted to focus 50% on Tier 1 and 50% on tier 2 and have a 5 million in new AUM Goal, what would be the recommend budget (targeting 2 LC's)
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