In this video I share The Truth About “Holistic Financial Planning” for Financial & Insurance Advisors.


Here’s what I cover:

  1. What are the 2 Marketing Parts that EXISTS no matter what
  2. What is “Mechanics” in marketing and how it work
  3. What is the MOST important part that most Advisors totally IGNORE

Check out this video and let me know what you think in the comments below.


To Your Success (that relies on social media)

Deepak Patel


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