Retired Investment Advisor with 25 years of high-level success. I have published books, award finalist software, recruited and trained nearly 1,000 financial professionals, created online video coursework, public speaking, Top 1% Advisor. Let me help you from costly mistakes and leverage great decisions!
Everything I can help you with is with our in-house team and not outsourced.
How I can help your business:
Organize
- Full stack CRM
- Financial Planning software
- Budget Tool software
- Sales Presentations
- Client engagement processes
Connect
- Virtual Assistant campaigns
- Marketing content
- Lead Magnets
- Growing list of templated Blogs and SM Posts
- Marketing automation
- Identifying your target audience
- Book writing/editing/publishing
- Web design and commerce integration
Scale
- High level financial training
- Business Systems
- Workflows
- Online Financial Education
- Webinars
- Software development