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Veteran Business Community

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CBNA

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7 contributions to Veteran Business Community
Starting a Social Media Presence
Hello all, I have more than once been encouraged to start a social media presence around my career. For those of you that don't know I am a financial advisor going for my CFP. I was told to make educational videos teaching people about different financial products. If any of you have experience making and editing videos I'd love some guidance. I would say I'm not very tech savvy and a bit camera shy. However, I want to do whatever it takes to get to the next level in my practice.
Veterans Social
Hello All, I am hosting a veterans social this Saturday the 23rd. It will be held in Enfield CT at Odin's Keep Axe House. It is intended to bring active duty and veterans a like to socialize and make connections. We are providing free pizza, axe throwing and cornhole. Please bring family and friends. On top of that we are having a veteran owned brewery do a beer tasting, a charity that trains service dogs for vets, a mental health clinic that provides counseling to vets with PTSD, a Medicare consultant for our older vets and hopefully (once through compliance) representation from the VA to help veterans capitalize on their benefits. I have attached a flier with some of the information. If you are in this region we would love to see you and your families for a good time.
Veterans Social
Are you working Presidents Day or taking it off?
If you are working, what 3 goals do you have for your business this week?
1 like β€’ Feb 16
I have been working today. My main goal was to book two new prospective clients a day. I have managed to book 3. My next two goals are to 1. Begin writing an SOP to organize my practice 2. Obtain 15 new people to reach out to for next week from networking events.
1 like β€’ Feb 16
@David Jones I have a CRM to track who I call through work. My main source of reaching out at the beginning of this year is to try and reconnect with people I called on last year that didn't meet. I am also calling referrals given to me from clients. I definitely want to learn how to leverage LinkedIn more effectively.
Memorial Day Event
Hello Everyone, I want to organize a Veterans event for Memorial Day. My vision is to bring in different representatives from the VA and Veteran Charities to put veterans that attend in touch with the resources they may need. I also want to have veteran owned businesses in attendance as a way for them to get their name out to the community. I've identified the location but would appreciate any guidance or connections that you all have in the CT MA area as the location will be on the boarder of these two states.
A Plan Changes Everything
A business plan isn’t just for funding it’s a clarity tool that helps define your idea, audience, and finances, and prevents costly mistakes early on, so what part of building a business do you find most confusing right now?
1 like β€’ Feb 5
@David Jones along with a business plan, this year I also took the time to set up goals I wanted to hit. I looked at my metrics from last year and created an annual goal. I took this and broke it down to a monthly and weekly metric to strive to hit. I am currently working on a short-term vision statement of how I will improve my business these next 6 months and how I will take quantifiable steps to achieve it.
1-7 of 7
Aidan Marino
2
2points to level up
@aidan-marino-9991
My name is Aidan Marino. I am a Financial Representative with Northwestern Mutual.

Active 11d ago
Joined Jan 7, 2026
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