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Hey everyone. I've been lurking here for quite a while and thought I'd introduce myself.
I have been in this industry for a while. I started out as a stock broker, and moved to financial planning. I then added insurance products to my portfolio so I could service my existing clients.
Recently, I joined a new agency to serve as the Recruiting Director. I hope to continue to learn about what independent agents are looking for and what my agency should be doing to improve.
I have been in this industry for a while. I started out as a stock broker, and moved to financial planning. I then added insurance products to my portfolio so I could service my existing clients.
Recently, I joined a new agency to serve as the Recruiting Director. I hope to continue to learn about what independent agents are looking for and what my agency should be doing to improve.