T. Rowe Price General Salesforce Retirement Season Sports
100
What is 1937?
T. Rowe Price was founded in this year.
100
What is making a purchase?
You can help clients do this by going to the lightning flow Trading ->Buy
100
What is $7,000?
This is the maximum IRA contribution amount for an individual over the age of 50 in the year of 2020.
100
Who are the 49ers and the Cheifs?
What two teams will be playing each other in this years Super Bowl?
200
What is 17 years?
Our portfolio manager tenure is this many years with the firm.
200
What is Edocs?
You can help a client prefill forms by going to Lit, Forms, & Corro -> Pre-fill Forms by going to this application.
200
What is 15%?
This is the general rule of thumb for a % an individual should be saving for retirement.
200
Who is Lamar Jackson?
This player eclipsed the previous QB single season rushing record.
300
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.
300
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.
300
What is 72?
This is the new age an investor has to reach, after the SECURE Act, before they need to start taking RMDs.
300
Who is Kyle Shanahan?
This head coach for the 49ers once blew a 27-3 lead against the patriots in a Super Bowl.
400
Who is Lucky?
Our mascot currently named Trusty used to go by this name.
400
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.
400
What is $196K-$206K?
This is the phase out for Roth contributions for investors who file Married Jointly.
400
Who is Joe Montana?
This Hall of Fame and three time Super Bowl winning QB played for both the Chiefs and the 49ers.
500
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.
500
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.
500
What is there is no age limit?
This is the age that an investor no longer can contribute to a Traditional IRA.
500
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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