Advisers
Month-to-date · May 2026 · 3 advisers
Salesforce Connected
Business (Salesforce)
Written Business
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Paid Business
—
Pipeline
—
Activity (Month-to-Date)
Calls Made
—
Appts Booked
—
Appts Attended
—
Proposals Sent
—
Applications
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Business (Salesforce)
Written Business
—
Paid Business
—
Pipeline
—
Activity (Month-to-Date)
Calls Made
—
Appts Booked
—
Appts Attended
—
Proposals Sent
—
Applications
—
Team Summary — May 2026
| Adviser | Check-ins | Calls | Appts Booked | Appts Attended | Proposals | Applications | RAG |
|---|---|---|---|---|---|---|---|
| Tom Hitchcock | — | — | — | — | — | — | |
| Mike Cooke | — | — | — | — | — | — | |
| Jordan Tomlinson | — | — | — | — | — | — |