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.
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Matt Marino
2
Financial Planner
SLS Framework Free Group
skool.com/sls-framework-free-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)
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