How to use social media to create an additional stream to get consistent prospects/meetings

NAME: Eric               

ROLE: Financial Advisor

LOCATION: Indianapolis, USA 

LEVEL: Experienced Advisor


DESCRIPTION: Eric has been an Advisor for a few years and manages AUM. Before joining the program, Eric has been using methods such as door knocking, cold calling and referrals. Now he has been able to create a simple "outbound" process using LinkedIn and "inbound" process using Facebook to generate appointments with high value prospects


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


Ph: 847 450 0481



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