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I am a...
Independent Financial Advisor
W2 Employee
I want to be...
AUM-Based
Sell Financial Products (Annuities, Life insurance, etc...)
I want to close clients...
In person only
Virtually over the phone and Zoom
I want to get clients by...
Receiving a list of leads, and cold calling them...
Just handling qualified appointments that come my way
Which best describes you?
I have experience running advertising online
I don't have any experience with online marketing. But I'm open to it if it works...
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