"50 appointments, 4 recruits and 3 Universal Life Insurance clients". I don't have to bug friends & families and finally go after the COLD market from the comfort of my home.
NAME: Rashmi
ROLE: Financial Advisor
LOCATION: Canada
LEVEL: New Advisor
DESCRIPTION: Rashmi focuses on recruitment and insurance. She was the new Advisor and wanted to build her agency and passive override income stream. She was tired of bugging her friends and family. Now she focuses on the cold market with social media from home (cool process)