Episode notes
Are you ready to switch to the next-gen client acquisition system? Wondering where your next prospect is coming from? Are you increasing your FIA and AUM sales by $2MM+ a month with new economic influencers? To discover exactly how we have helped consumers to financial professionals reach their goals, we share the story of Oscar, a retired South Dakota farmer with over $2.2MM in investible assets nobody ever stopped to talk to... we did and it's a must-listen episode for anyone with a financial services practice. Everyone faces challenges, so listen to how we helped Oscar and the 1000's of lives we've impacted just by not leaving any investor behind.
Keywords
marketinginsuranceinvestment advisorsalesmotivational