"I love the service and software I get". I scaled to 1900+ connection and 10-15 meetings fully automated.
NAME: Madhu
ROLE: Financial Advisor
LOCATION: Pennsylvania, USA
LEVEL: New Advisor
DESCRIPTION: Madhu tried to use his warm market to recruit and also get clients, but with his goals to scale, he knew he needed to find ways to use social media to get clients and recruit. He now has fully automated marketing, generating daily leads and booking quality appointments.