RM HIVE Meeting 12-17-25

12/17/25 HIVE Todd Guest

Dan - is working to create a workflow that generates 5 transactions a month - ideally RM - may join some groups ??

We talked about the new CLA calculator suite—and how a daily rhythm of sharing a calc every day with an FA/EA/CPA/Realtor could be a more effective use of time

“No conversation ever happens without a calculation of some kind.” 

Todd can build a basic RM calc and an R4P calc