Personal Information
Organización/Lugar de trabajo
Greater New York City Area, NY United States
Ocupación
Sales | Marketing Coach | Video Production and Social Media Strategist for Financial Advisors
Sector
Finance / Banking / Insurance
Sitio web
www.marfiadvisors.com
Acerca de
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 ...
Etiquetas
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
Ver más
Presentaciones
(1)Personal Information
Organización/Lugar de trabajo
Greater New York City Area, NY United States
Ocupación
Sales | Marketing Coach | Video Production and Social Media Strategist for Financial Advisors
Sector
Finance / Banking / Insurance
Sitio web
www.marfiadvisors.com
Acerca de
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 ...
Etiquetas
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
Ver más