Monday Meeting – March 3, 2025

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Key Takeaways

Sales Performance Metrics: The company achieved 14 placements last week with three Rhino placements exceeding $50,000 each.

  • David Williams and Zach Girgenti each secured two placements
  • Quillen Manning celebrated his first placement
  • Colby McCoy secured a $150,000 placement with an additional $25,000 fee for rapid execution
  • Average fee increased to $48,000, up $6,000 from last year

Professional Development Workshops: Four new mini-workshop series are being launched to address key business challenges.

  • "Turn Downs" workshop scheduled for Tuesday at 2:00 PM to address increasing frequency of deal failures
  • "Planning Has Made All the Difference" workshop scheduled for Wednesday to share effective planning strategies
  • "Sourcing: How Can We Help?" workshop scheduled for Thursday at 1:00 PM with Dyel Sigmon, Josh, and Aaron
  • Rhino Placements/Private Equity workshop rescheduled from Tuesday to Wednesday next week

Team Incentives and Recognition: Ongoing programs to motivate performance continue with milestone rewards.

  • First-time to $400,000 in placements earns a Rolex
  • First-time to $1 million in placements earns a Tesla
  • Quarterly team competitions resuming April 1st with updated scoring

New Social and Educational Initiatives: Several new activities planned to replace the summer party.

  • Line dancing event proposed for the fourth floor with open invitation to families and friends
  • New educational series featuring guest speaker Jonathan Lee Kelly, investment expert from Greensboro
  • Pizza night returning with 6:00 PM start time (respond to upcoming email to participate)
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