New finds this week
__ by Brent White
“This was a very significant week, being that it was the first time our complete planning team was able to address everyone as a group. I feel like our representatives got a firsthand look at what we have really created. “
Wednesday October 20th, we had our first conference as BOSS Financial Group in 2024. It was a major success. 24 people attended in person and another 28 joined online. Our expert speakers included: Marie Esparza from USI Health Partners, Ayla Galeyeva, Jacob Messick and Keelie-Jo French from Ameritas, Melodie Fontenot with Colonial Life, Becky Cummings with BOSS IMO, and Suzanne White with BOSS Insurance Group.
Building a team of highly skilled people like this has been a challenge, and some of you may know it has taken many years. We really appreciate the effort everyone put into this meeting, and the great opportunities that will come soon.
We feel it is important to get immersed in the culture that we are creating. We have spent 30 years putting all this together, and it has taken a complete team to make it happen. Our goal is not to bring on new members to our team and lose others along the way, but to bring on new members and create a place where the current ones never want to leave. We can do this not only with top compensation agreements, but opportunities to make money where it wasn’t available before, by working through collaboration. We want every team member to get paid for the opportunities they are creating.
New Member Spotlight
BOSS Economics Group has added some key team members this month. We have opened an office in San Antonio, Tx where Brandi Jo Newman will lead our Central Texas team. She has added a couple of new team members: Beatriz Alvares and Leslye Kenan.
Brandi Jo is an advanced financial planning with years of LEAP experience. She is a leader in her community, and we are excited to watch her grow into a leadership position with BOSS Economics.
BOSS Economics Group is opening new office in New Hampshire. Al Dauphin Sr. will be leading the team there along with his son Al Dauphin Jr. Both are experienced LEAP producers along with college planning experience, and experts with annuities. they have a combined 40+ years in the business and are going to make an exceptional addition to our team. They will be working closely with our commercial property and casualty team, “The Axia Group.”
Upcoming in December:
December we will be focused on launching marketing campaigns for 2025. Each advisor will be working on their personal business plan for the year. This model will include financial Goals along with educational and community goals to advance their careers and personal growth.
