Wins Recap for April!

Chris

Chris

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If you have a person or work victory you'd like to share with the community, please let us know here!

It can be as small as you'd like, or closing a huge deal - we want to cheer you on your journey!
 
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Rich Post said:
Nothing that really stands out for April. Made some connections that may be big in a month or two though.
Click to expand...
Making connections is often an overlooked success. I'm glad you were able to connect with folks if not for financial, but personally as well.

"Luck is what happens when preparation meets opportunity"
 
Let's see...

1) I'm meeting with NAIFA National for speaking opportunities. They reached out to me, so that's a win.

2) I got the materials for the IARFC business owner consulting workshop to spearhead the evolution and development into a full fledged designation on how to serve business owners at many levels, not just exit planning, so that's a win too.

3) I may have a prospect for a large PPLI policy? Not sure, but it's just exciting to see how that may play out.

So yeah, April was a pretty good month for me!
 
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