T. Rowe Price General | Salesforce | Retirement Season | Sports |
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What is 1937?
T. Rowe Price was founded in this year.
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What is making a purchase?
You can help clients do this by going to the lightning flow Trading ->Buy
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What is $7,000?
This is the maximum IRA contribution amount for an individual over the age of 50 in the year of 2020.
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Who are the 49ers and the Cheifs?
What two teams will be playing each other in this years Super Bowl?
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What is 17 years?
Our portfolio manager tenure is this many years with the firm.
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What is Edocs?
You can help a client prefill forms by going to Lit, Forms, & Corro -> Pre-fill Forms by going to this application.
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What is 15%?
This is the general rule of thumb for a % an individual should be saving for retirement.
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Who is Lamar Jackson?
This player eclipsed the previous QB single season rushing record.
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What is over 400 investment professionals?
We have over this many research analysts that go out into the field to see the companies we invest in firsthand. By meeting with executives and employees, they can ask the right questions to gain a deeper understanding of where a company stands today—and where it could go in the future.
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What is The Client Engagement Gold Source?
This recently created dashboard by Chad Baker was made to be a one stop shop viewing reports like closed sales, opps won, calls completed, and your monthly pipeline.
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What is 72?
This is the new age an investor has to reach, after the SECURE Act, before they need to start taking RMDs.
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Who is Kyle Shanahan?
This head coach for the 49ers once blew a 27-3 lead against the patriots in a Super Bowl.
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Who is Lucky?
Our mascot currently named Trusty used to go by this name.
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What is 45%?
This is the % multiplier to get your opportunity adjusted to the foretasted amount for opps that are on following up on clients decision stage.
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What is $196K-$206K?
This is the phase out for Roth contributions for investors who file Married Jointly.
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Who is Joe Montana?
This Hall of Fame and three time Super Bowl winning QB played for both the Chiefs and the 49ers.
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What is strategic investing?
Because of our rock solid investment approach and the negative connotation with active management T. Rowe Price decided to re-brand and call active management by this name.
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What is "My Scheduled Tasks and Events by Date"?
This report shows what activities you have planned for a particular day and can be found in the Client Engagement Gold Source.
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What is there is no age limit?
This is the age that an investor no longer can contribute to a Traditional IRA.
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Who are the Detroit Lions, Houston Texans, Jacksonville Jaguars, and Cleveland Browns
These 4 teams have never played in the Super Bowl.
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