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Thank you for putting this group together
Looking forward to learning from all of you. I currently own an Insurance Marketing Organization that recruits and trains independent financial advisors to serve families, small business owners and real estate investors. We specialize in late stage college planning and infinite banking. Always interested in improving our done4you lead generation for our advisors, as well as our digital recruiting methods for attracting qualified advisors.
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Brian Kay
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2points to level up
@brian-kay-9735
Democratizing banking and wealth management for families and small business owners

Active 136d ago
Joined Aug 28, 2024
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