Crest Data’s Post

Every Avantax Growth through Community meeting is special, but our recent Anthem, AZ, gathering was especially memorable! Longtime meeting leader RICH FENGER passed the torch to Tiffani D., who's excited to carry on what Rich helped build over the past 11 years. As the new meeting leader, Tiffani told us she's most looking forward to "Spending time with other Financial Professionals, building relationships and sharing best practices for our businesses and clients." #AvantaxCommunity #WealthManagement

✋🏻 I can help. Happy to connect with advisors who want to talk about how Intention.ly can be the growth engine that supports your business. Use that fancy calendar link below 👇🏻 #FutureProof

A few weeks ago, Team 413 had the opportunity to work with the amazing Anna Sparks from the The Sparks Group . We completed individual assessments of our Identity Maturation Framework, then we were able to regroup as a team to learn about each stage. We finished our session in small groups to discuss where we think the overall company sat within this framework and where we would like to see the company sit in the future. We were able to learn a lot about ourselves, 413 as a whole, and help create a path of where we would like to see 413 grow.   #growthmindset #dothework #smallbusiness #futuregoals

Take a peek at our 2023 Year in Review! We want to say a huge THANK YOU to all of our clients, friends, family, and business partners for your support of the Hansen Home Team. #YearInReview2023 #teamstats #realestateteam #realestatestats #2023inreview #realestate2023 #madisonwirealestae #veronawi #veronawirealestate

Take a peek at our 2023 Year in Review! We want to say a huge THANK YOU to all of our clients, friends, family, and business partners for your support of the Hansen Home Team. #YearInReview2023 #teamstats #realestateteam #realestatestats #2023inreview #realestate2023 #madisonwirealestae #veronawi #veronawirealestate

I have spent this week in Atlantic City at the amazing PIA of NY & NJ conference, meeting with incredible agents from all across New York and New Jersey. I've now spent the last couple of days at InsurTech Insights meeting with more agents from across the country. I keep hearing the same things: - We're spending more and more time on the renewal process - We're spending more and more time requoting - We're doing all of this work and our retention rate is going down - People are getting burned out from all the administrative work and aren't able to focus on outcomes for clients It's what we've heard for years from our customers, and it's exciting to know that we can help with such a painful problem for agencies. We're opening up our Innovation Program to the next cohort of agencies who want to solve these problems, and help us build the renewal intelligence layer of the future for agencies. If you have a good sized personal lines book and have some of the pain points I mentioned above, you should probably talk to our team to see what we're bringing to market. You will want to get involved. Here is the link to see what it's all about: https://lnkd.in/gcGfKAZf

Individual commitment to a group effort—that is what makes a team work, a company work, a society work, a civilization work. - Vince Lombardi It was an absolute delight to go on an outing with the amazing team of SSMG, Crest Data Systems. #teambonding #teambuildingactivities #itandsoftware #outdoor #team #culture #humanresources

Interesting reflections of ITE shared by the Transoft Traffic Safety team members Karen Giese, P.E., Paul G. St-Aubin, P.Eng., Ph.D., and Eric Newman after a great conference last week in Philadelphia. #ITEPhilly We had lots of great discussions with fellow civil engineers and traffic practitioners about current solutions and the future direction of proactive safety analysis. Contact us for more information on TrafxSAFE Next or to find out what really is the best Philly Cheesesteak place! #safetydrivendesign #roadsafety #videoanalytics #AI

Did you know that we're on Trust Pilot? With an average rating of 4.8/5, we're proud of the reputation we've built within Plymouth and the work we've done that has benefitted our clients and helped them to rediscover the joys of life. To find out more or book an appointment: 📞 01752 221 119 ✉ info@horizonplymouth.co.uk #Counselling #HorizonCounselling #MentalHealth #CustomerReviews #TrustPilot

Did you know that we're on Trust Pilot? With an average rating of 4.8/5, we're proud of the reputation we've built within Plymouth and the work we've done that has benefitted our clients and helped them to rediscover the joys of life. To find out more or book an appointment: 📞 01752 221 119 ✉ info@horizonplymouth.co.uk #Counselling #HorizonCounselling #MentalHealth #CustomerReviews #TrustPilot