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. 


We have office in Canada and a distributed team across US and Canada.


Ph: 847 450 0481



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