behaviours, day in and day out, knowing that they will make us better every day – as individuals, as a team as financial planners is very simple- we have to make it our single aim to provide “Financial Security”
behaviours, day in and day out, knowing that they will make us better every day – as individuals, as a team as financial planners is very simple- we have to make it our single aim to provide “Financial Security”
identify and secure new business opportunities Making targeted phone calls and using email and LinkedIn the company's business and offerings Occasionally making calls to generate B2B decision-maker meetings,