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