Bio: CEO of Trained Advisor

Bio: Operations Advisor at January Capital Advisors

Bio: Helping financial advisors master sales, close more clients, and grow their book of business. Marketing done—now let’s finish the job.

Bio: Founder & CEO of Jucebox. ROI Driven Marketing and Coaching for Life & Annuity Agents

Bio: Helping you get clients from LinkedIn | Author of Predictable Prospecting | Partner @ Trained Advisor