All Hands Meeting

Gratitude

Core Values

• We...
• We...
• We...
• We...
• We...
• We...

Core Values

• Always do the right thing, even when no one is watching
• Are passionate about what we do
• Respect our clients
• Work hard and play hard, together
• Respect & hold each other accountable
• We strive to be better tomorrow than we are today

Purpose

To build an awesome company

Mission

To be a team of "A Players"

BHAG

Big Hairy Audacious Goal

To help 1,000,000 clients

If a Client

• Calls
• Makes an Appointments
• Sends an E-Mail
• Leaves a Voicemail
• Creates a Ticket
• Complains
• Sends a Document
• Initiates a Chat

Promptly & Politely

And if they owe us money?

Welcome

Milestones

1 Year

• Paul R - 07/05/2018
• Noelia - 07/16/2019
• Willy - 07/30/2019
• Brian - 09/10/2019
• John H - 09/10/2019
• Genevieve - 09/10/2019

3 Years

• Stephen - 08/08/2016

4 Years

• Steven- 09/14/2015

Finances

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Sales

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Sales

• 2,117 total sales / $175,426
• High Roller: Shelly 252 / $19,721

Fixed Incentive

• Shelly 98% ($8,520 @7.5%)
• Sahar 97% ($6,096 @7.5%)
• Noelia 93% ($5,878 @ 5%)
• John H 80% ($5,009 @ 5%)

The Money Club

• Shelly - $24,404 176 units
• Sahar - $18,033 144 units
• Noelia - $17,686 138 units
• WHO SAID ADVISERS COULDN'T SELL
• Willy - $12,449 100 Units
• John H - $12,321 99 units

30 Day Newbie

• Andrella
• 47 Sales in 30 Days
• 25 Units

Card Capture Successes

• Randi
• 24!

What I learned

Client Success

Client Success

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Client Success

• Collected $95,294.55
• 08/09/19 - $3,168 (A RECORD!)

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Quality Assurance

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Sheneen Wins

Sharepoint Launch
T1 Training
SOPs
One Question Scorecard

Human Resources

Hiring Wins

• Tier 1: 18
• CMC: 3
• AAO: 5
• Significant increase in Bilingual Reps

Next Quarter

• Open Enrollment!
• Simple IRA Enrollment

Marketing

Inbound Calls

• Q2: 31,633
• Q3: 36,787

Outbound Calls

• Q2: 64,392
• Q3: 64,139

Marketing Wins

• New Affiliate Business
• Move to Ringba
• Drips is back
• New Spanish Commercial

Work Hard Play Hard

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Book Club

What's Coming in Q4

Vote:

Lots of contests and events

Town Hall

Happy Birthday

• July
• Randi, Wanda, Cierra, Jean
• August
• Sheneen, Brenda, Brian, Fareena, Rossy, Tavier

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