NAIFA New Mexico Board Strategic Planning / Membership Workshop – June 16, 2016

Randy Wimsatt, LUTCF, FSS
2015/2016 NAIFA New Mexico President

“Good engagement, I think Simon helped the board focus and streamline how to really get membership going”
John Geissler
The Geissler Agency

“The energy and the connection with Simon helped me to analyze each level of my relationships allowing me to put myself first”
Sherry K Flynn
Voya Financial Advisers

“Very thought-provoking presentation that brought serious weakness out into the open to create serious paradigm shifts with recruiting and membership”
Jim Hawk
Mesilla Valley Educators Insurance LLC

“The writing out of my values and beliefs made me realize characteristics about myself that I had never thought of, these ideas will help me to grow membership by asking better questions of membership prospects instead of instilling fear in them”
Luke Wimsatt
Wimsatt Financial Network

“The core values and beliefs information was very interesting, not only to me personally but also as it applies to our NAIFA Chapter”
Geri Everett
Pacific Advisors

“Re-inspired me to write a business plan incorporating my values and beliefs”
Karen McCann-Sabatini
Allstate

“Helped me to identify and define my values and understand that my values create freedom versus fear”
Randall C Wimsatt
Voya Financial Advisors

“Very open, informative and thoughtful about how to best think things through and solve a problem or roadblock in your business”
David Roembach
Farmers Insurance Agency