Antoinette Rodriguez, MBA

23 Followers

1 SlideShare 1 Clipboard 23 Followers 17 Followings

1 SlideShare 1 Clipboard 23 Followers 17 Followings

Although I’m not nearly as tall nor sporty, my financial advisor clients nicknamed me “ARod.” I am the CEO of New York City-based MarFi Advisors, a sales, marketing and business productivity coaching and video production firm for financial advisors. My mission is to coach financial advisors to greatness in order for them to retain and acquire more high net worth clients. My profile highlights include: ➢ Over 33 years of sales and marketing consulting experience ➢ Former Financial Advisor at Merrill Lynch ➢ Coach to Million Dollar Financial Advisors across the US for over 11 years ➢ Online sales and marketing course developer for MarFi University ➢ Lead video producer for MarFi Video ...

marketing wealth management marketing strategy antoinette rodriguez wall street financial adviser financial advisor financial advisors referral networking referrals sales training public speaking legal services marfi sales marfi advisors

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Basic Networking Tips for Financial Advisors

8 years ago • 1211 Views

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Basic Networking Tips for Financial Advisors

8 years ago • 1211 Views

Although I’m not nearly as tall nor sporty, my financial advisor clients nicknamed me “ARod.” I am the CEO of New York City-based MarFi Advisors, a sales, marketing and business productivity coaching and video production firm for financial advisors. My mission is to coach financial advisors to greatness in order for them to retain and acquire more high net worth clients. My profile highlights include: ➢ Over 33 years of sales and marketing consulting experience ➢ Former Financial Advisor at Merrill Lynch ➢ Coach to Million Dollar Financial Advisors across the US for over 11 years ➢ Online sales and marketing course developer for MarFi University ➢ Lead video producer for MarFi Video ...

marketing wealth management marketing strategy antoinette rodriguez wall street financial adviser financial advisor financial advisors referral networking referrals sales training public speaking legal services marfi sales marfi advisors

See more