is to create an environment of trust through commitment of service to others in the passionate pursuit of excellence.
is to become the premier financial planning firm in Wisconsin and top ranked in Northwestern Mutual by all standards.
is to help people live and lead better lives through financial planning excellence.
Relational led with diversity of people & perspective.
Fueled by lifelong learning & personal growth.
Inspired through abundance mindset.
Transformational to best serve clients.
Connected by shared values, faith, and fun.
SUBMITTED - WEEKLY LEADERS PAID FOR - WEEKLY LEADERS
10
10
24
1
2
3
1
2
3
1
2
3
1
Mike Wulff
$30,359 + Team Samantha Pipia Planning Department
2
Bob Heiderman
$13,235
3 1
Joe Sectzer
$5,500
2
3 1 2 3
Renee Wisniowicz
$5,909 + Team Tyler Johnson Planning Department
Michael Greenfield
$5,660 Amanda Dubis
$4,324
1
Lives
2
Lives
3 1
Lives Connor Konshak 3.0 Lives + Team
2
3
Lives
Lives
1
Lives + Team
2
3
Kyle Vander Loop
2.0 New Clients + Team
Melissa Hettinga
Ryan Richter
2.0 New Clients + Team
Mark Manz
Marlene Richter Planning Department
1 2 3 1
Alex Lavold
2.0 New Clients
2
3
1
Michael Greenfield
4.0 New Clients + Team
Brittany Blessinger Planning Department
2
Kole Purtell
2.5 New Clients
3
Kyle Boucher
2.0 New Clients
1
Mike Wulff
$26,232 + Team
Samantha Pipia
Dawn Englebert
2 3 1 2
Ryan Richter
$5,032 + Team
Mark Manz
Marlene Richter Planning Department
3 1 2
Michael Greenfield
$3,922 + Team
Brittany Blessinger Planning Department
Robert Heiderman
$12,529
Rick Bartelt
$6,157
Tom Dugandzic
$2,545
3
Renee Wisniowicz
$3,142 Amanda Dubis
$2,928
SUBMITTED - ALL PRODUCTS PAID FOR - ALL PRODUCTS
October 10, 2024
For the Week of October 1 to October 7, 2024
Submitted Business
For the Week of October 1, 2024 - October 7, 2024
For the Week of October 1 to October 7, 2024
For the Week of October 1, 2024 - October 7, 2024
For the Week of January 16 to January 22,
Friday, December 6, 2024
Culver Family Welcome Center (UW-Oshkosh Campus)
Lunch 9:00 9:15 9:45 10:30 10:45 11:00 12:00
Welcome
Corey Fleisner, CLU ChFC, Managing Partner
The Local Advisor Experience Panel of Agency Leaders to share
Post Election thoughts and planning for 2025
Dave Hreha
BREAK
Network Office Celebrations
Corey Fleisner, Amber Stanek and John Dinse
A View from the Top: NM’s unrivaled financial strength and the Power of the General Account
Todd M. Jones CPA, Executive Vice President & Chief Financial Officer
Rosanne Kropp CFA, Vice President and Head of Public Investments
Holiday Mixer 1:00 1:30 2:30
Network Office Partnership Updates
Kelly Imig, Ryan Moore, Jenna Koneman, John Dinse & Shawn Mees (6 minutes each)
Title TBD Tony Santillo