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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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