Too many advisors and agents hit an income ceiling and never make the kind of money or impact they could. They get stuck in “Survival,” “Stability” or even “Success” mode… treading water and frustrated at their unfulfilled potential. That’s when they call Daniel. As a former financial advisor himself, Daniel specializes in working with financial professionals who want to scale their business, get more appointments and more clients. Daniel works with advisors who understand that in order to succeed in business they need an automated lead generation system that can deliver consistent prospects week in and week out. His signature system is built around leveraging systems to attract prospects, convert them to clients, and amplify their business through social media and automation. He’s on a mission to eliminate cold-calling, ambulance chasing and high-pressure selling from the insurance and financial industry… and replace it with education-based marketing.
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