Monday Meeting – March 31, 2025

Key Takeaways

Placement Achievements:

• Jim Coddington led with 8 interviews last week
• Jamie Ashburn topped billings with $140,000
• 8 total placements including 3 Rhino placements (over $50,000 each)
• Average fee currently at $47,600

Upcoming Events:

• Trivia lunch scheduled for Friday, April 4th
• Line dancing event planned for April 16th at 5:00 PM
• Investment education series with Jonathan Lee Kelly on June 4th from 3:00-4:00 PM
• Company photo scheduled for Wednesday, May 14th - professional attire required

Commission Structure Changes: View the full revised policy

• 50% commission preserved for those who:
• Bill over $400,000
• Work full-time from the office
• Hold EVP position or Board of Advisors status

• Reduced commission for remote workers who bill less than threshold:
• 45% commission for those billing $300,000-$400,000
• 33% commission for those billing under $300,000
• New structure takes effect January 1, 2026

Upcoming Meetings:

• Wednesday 11:45 Q&A session with Charlie
• Submit questions in writing at the entrance
• Format will include polling questions and follow-up opportunities

• Monday April 8th meeting will include:
• Q1 top biller announcements
• New performance reporting rollout
• Team competition winners and prize distribution ($500/$250/$100 per team member)