As we usher in the new year, 1847Financial is delighted to bring insights from some of our top-producing financial professionals. These dedicated individuals have not only achieved remarkable success in the financial services industry but also have inspiring resolutions for 2024. Join us as we uncover their secrets to success and aspirations for the year.

Chad Cole - Evergreen Financial Partners

1847Financial - Charlotte, North Carolina, and Woodstock, Georgia

Chad Cole has some ambitious goals for 2024. He aims to enhance his knowledge to serve his clients better, emphasizing the importance of continuous learning. Chad also plans to implement more robust follow-up procedures to increase production and client retention. Furthermore, he's committed to giving back to his clients through thoughtful gestures and supporting community initiatives with labor and financial contributions.

Jeff Wells, J. Arthur Financial

1847Financial - Nashville, Tennessee

Jeff Wells, a seasoned financial professional, has set his sights on balancing his personal and business life. He plans to dedicate more quality time to his grandson, Bennett, and act as a positive role model. As a music enthusiast, Jeff intends to improve his guitar skills, acquire new guitars, and take lessons. On the home front, he's focused on remodeling his property in Northern Minnesota and dedicating more time to exercise.

From a business perspective, Jeff is grateful for the success of 2023 and is determined to cultivate strong relationships, good habits, and a solid support team in 2024. He aims to work more efficiently, interact with key influencers, and ultimately, work seven months a year to enjoy more free time and enhanced productivity.

Martin Valentic, CLU® - Vigilant Wealth Partners LLC

1847Financial - Akron, Ohio & Pittsburgh, Pennsylvania

Martin (Marty) Valentic aims to foster a more cohesive team, with everyone working toward a common goal. He's committed to improving every client interaction and building upon client recommendations. Additionally, Marty plans to strengthen his relationships with Centers of Influence (COIs), recognizing their significance in the financial services industry.

Eric Pyles, Certified Financial Planner®

1847Financial - Utah

Eric Pyles has set his sights high for the coming year to achieve "Star" status. He also aims to increase GDC (Gross Dealer Concession) by 10%. Eric's sense of humor shines through as he mentions his goals in coaching football (ask him about this one), indicating a well-rounded approach to life and work.

John Caserta, MSFS, ChFC®, RICP®, CLU® - Caserta & de Jongh, LLC

1847Financial - Wilton, Connecticut

John Caserta's primary goal for 2024 is to prioritize uninterrupted personal time with his family. Whether it's a vacation or a simple afternoon, he's determined to switch off the phone and close the laptop to create memorable moments with his loved ones.

Joseph Lombardi - IronHawk Financial

1847Financial - Wilton, Connecticut

Joseph Lombardi has a strategic plan for growth in 2024. He intends to expand his reach nationwide by leveraging podcasts and advertising on social media platforms like Facebook and LinkedIn. Recognizing the evolving landscape post-Covid, Joseph emphasizes adaptability as a key to growth and sustainability. He also aims to expand his team, enabling the business to generate revenue even in his absence.

Brandon Green , CLU®, ChFC®, CLTC®, LUTCF® - Third Rail Financial

1847Financial - Dallas/Fort Worth, Texas

As Brandon Green ventures into the new year, his steadfast resolution stands strong. He is determined to achieve MDRT Court of the Table recognition while continuing his relentless pursuit of excellence within the financial services industry and to further distinguish himself as a respected leader and mentor while maintaining his unwavering commitment to philanthropy and family values.

As we embark on this new year, the 1847Financial team is filled with boundless enthusiasm, unwavering dedication, and crystal-clear objectives. Their relentless pursuit of expertise enhancement, client service excellence, and meaningful community contributions stands as a testament to their professionalism and profound passion. We eagerly anticipate witnessing their remarkable achievements as they strive to reach their goals, consistently shining as outstanding contributors in the dynamic realm of the financial services industry.

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