Dashboard Forums High End Client Program Announcements Welcome Tom Davis!!

7 replies, 7 voices Last updated by Halle Eavelyn 6 years, 5 months ago
Viewing 7 reply threads
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    • #7850

      Anonymous
        @

        Let’s all welcome Tom Davis to the HECP family!

        Tom’s looking to scale his Financial & Insurance business quickly and predictably using the latest in digital technology. He’s looking to work smarter instead of harder to hit his 12 year exit strategy (if he can bring himself to retire from a business he loves).  His vision is to select & groom a handful of junior advisors to take over his business.  And to do this he knows he needs to increase his marketing reach to attract the millennials and younger generation who are going to be clients for life. Tom also wants to avoid sacrificing his time freedom while striving to hit his goals so he spend more time at traveling and enjoying life outside of the office.

        Super excited you found us, Tom!  I’m pumped to see you hit your goals with the HECP team and toolkit!



        @kent-littlejohn
        @anthony-simonie @anthony-hendrickson @alison-liddic @tony-liddic @matt-barcus @diane-hansen @halle-eavelyn @phil-hall @negeen-dargahiee @jennifer-martin @cole-gordon @wilson-smith @chris-pierce @staci-ulrich

      • #7852

        Anonymous
          @

          Welcome Tom! Glad to have you here.

           

        • #7888

          Jennifer Martin
          Moderator
            @jennifer@coredm.com

            Welcome Tom! Great to have you aboard!

          • #7891

            HECProgram Admin
            Keymaster
              @hecpadmin

              Awesome! Welcome Tom Davis!

            • #8012

              HECProgram Admin
              Keymaster
                @hecpadmin

                Congratulations Tom! Welcome to the program! @thomas-davis

              • #8033

                Jennifer Martin
                Moderator
                  @jennifer@coredm.com

                  Hi @Tom-davis Welcome to the HECP family!

                • #8190

                  HECProgram Admin
                  Keymaster
                    @hecpadmin

                    Congratulations @thomas-davis!  We’re honored to have you here!

                     

                  • #8200

                    Halle Eavelyn
                    Moderator
                      @halle@coredm.com

                      Tom, I want to give you a huge welcome to our team! Great to have you here!

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