Using the "new" ways to get meetings using a compliant social media strategy

NAME: Dylan                   

ROLE: Financial Planner

LOCATION: Toronto, Canada 

LEVEL: New Advisor


DESCRIPTION: Before working with Deepak, as a relatively newer Financial Advisor and Planner Dylan has been looking to find the right social media strategy that allows him to not use the traditional methods such as seminars, referrals, cold calling, etc. Dylan has now been using a clear "Meeting Focused Marketing and Social Media" strategy to get meetings and grow his practice. 



4 Gladeview Court,

Brampton, ON, L6Y5X4

Ph: 416 400 2754



2100 Sanders Road,

Northbrook, IL, 60062-6141

Ph: 847 450 0481


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