Experienced RIA who tried many marketing with no success and then booked 12 meetings in few weeks

NAME: Roy                      

ROLE: Registered Independent Advisor

LOCATION: Pennsylvania, United States   

LEVEL: Experienced Advisor


DESCRIPTION: Roy has been a seasoned Independent Advisor for many years and focuses on holistic financial planning. Before joining the program Roy has tried using all sorts of LinkedIn, social media and other programs. Now he has been able to use simple methods and met with HNW prospects and done over 12 meetings in a few weeks. He is now able to focus on a repeatable process to get in front of his ideal prospects.



4 Gladeview Court,

Brampton, ON, L6Y5X4

Ph: 416 400 2754



2100 Sanders Road,

Northbrook, IL, 60062-6141

Ph: 847 450 0481


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