Dec '22 in Welcome Post
Financial Planner
As a long time manager in the financial services field, I'm now an independent Financial Planner building a pretty much scratch practice. I'm looking at how to best build a flow of prospects who I can help through the financial planning process.
5
0 comments
Financial Planner
Public group
A place for Financial & Insurance Advisors to grow their practice by mastering virtual prospecting and sales and networking with other A-Players.
Leaderboard (30-day)
1
+5
2
+1
3
+1
4
+1
5
+1
powered by