Resources

From blog videos to articles, advisor tools and coaching Q&A calls. 

Here you'll find resources that will help you start and build a profitable financial practice using social media strategies

BLOG VIDEOS       |     TOOLS VIDEOS     |     COACHING VIDEOS    |      ARTICLES

The must have strategy to get clients

written by Deepak Patel continue reading...

The mistakes made by many advisors

written by Deepak Patel continue reading...

The 2 main platforms for HNW today

written by Deepak Patel continue reading...

How to market that people actually like you

written by Deepak Patel continue reading...

The secret to find and sell HNW

written by Deepak Patel continue reading...

The “New Age” Prospecting Methods

written by Deepak Patel continue reading...

The “Word” Science For Financial

written by Deepak Patel continue reading...

The “Art & Science” of LinkedIn Lead Generation

written by Deepak Patel continue reading...

COMING SOON...


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