Congratulations to Colleen Tatum, our newest Ring Earner for January 2025!
Experior Financial Group is thrilled to congratulate Colleen Tatum for achieving the prestigious title of Ring Earner. Her dedication and passion for helping others have been key factors in reaching this impressive milestone as an independent insurance agent. Colleen’s work ethic and commitment to her clients and team is a source of inspiration to those around her.
Colleen is a proud first-generation Canadian, originally from Northern Alberta. Her father immigrated from Northern Ireland, and her mother from Texas, both in pursuit of better opportunities. Today, Colleen is honoured to see those hopes become reality as she builds a thriving business and helps others do the same. Before joining the financial services industry, Colleen was working in the automotive sector. Now, as she enjoys life with her spouse and three children, she is passionate about empowering families to achieve financial security and success.
Since joining Experior, she and her team Rise Legacy Builders, have helped 100 families make informed financial decisions. In recognition of Colleen’s exceptional accomplishments, we offer our congratulations and best wishes for future success, and we are confident that she will continue to achieve her goals and reach more desired milestones.
We asked Colleen Tatum how it feels to have achieved this milestone, and she said,
“My income is a testament to the clients we are helping and the winning environment Experior has created. To build an income like this, helping people while also being able to control my schedule as a mom, is so incredibly special.”
Colleen was asked Why Experior? and she said,
“Experior is a company that is walking the talk, and the opportunity matches the words folks use when “selling the dream.” Selling only works short term, after that you have to back it up with a system, pay, advancement and ownership structure that makes that possible. No company is perfect however Experior continues to evolve, to strive daily to be better and better. That is a truly unique thing in finance and the world. I truly believe there is no better place, no better time for anyone – of any background to build a life here that will transform their family for generations.”
How has your life changed because of your success with Experior? Colleen replied,
“Immediately I was able to get my husband out of our auto business that was sucking his soul and harming our family. I was able to improve our quality of life and have money for the extras again. More than anything though I had hope again. I used to hope for a way to build a life where I can put my family first, where I could transform it for generations. Before Experior, I was wishing to win the lottery. It’s possible but don’t really believe it’s possible for you. Now I know it is through hard work and persistence.”
Colleen Tatum was asked what her current goals were and her “why”, and she responded,
“My dream is to build a better life for myself, my family and all those we serve in our business. Where no one has to hope for a raise or hope their boss doesn’t get mad when they need time off for a sick child, or to attend to family. Where one can control their income and indeed their destiny. To accomplish that I will need to build my team into the thousands.”
Experior’s newest Ring Earner was asked if she had any advice for new associates in the financial services industry. Colleen said,
“Commit to the small daily actions. There is no substitute for daily consistent activity. There is no cheat code. We have the best opportunity – the faster you accept that, and accept the work that comes with that, and the faster you decide the hard work is and will be worth it, the faster you will win.”
Congratulations, Colleen! Your passion for helping clients and unwavering dedication to your work are truly inspiring. We are excited to see all that you will achieve next! Well done!
Why Experior?
Does Colleen’s remarkable journey resonate with you? With a proven track record and a supportive team, your journey toward building a lasting legacy begins here.
As Canada’s fastest-growing MGA, expanding into the US, Experior presents unparalleled opportunities. Access our comprehensive support, top-notch training, and cutting-edge software to excel in serving your clients. Join the Experior team and unlock your full potential for success!
Visit our Careers page to learn more about the opportunities Experior offers!
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