Jeff Foley is a Certified Financial Planner and is the owner and founder of Paladin Financial. Jeff has attained his 7,24,6,63,66,53 and is licensed in all 50 states. In this episode he is sharing the best tips he has received in this business, what surprised him the most in his transition to an independent advisor and that activity that generates over 100 appointments per month.

After hearing my conversation, please take a moment to subscribe, rate and leave an honest review. For everyone that takes just a moment to do so, please email me that you completed your review and your itunes username. I have a free gift I will send as a token of my appreciation.

Enjoy!

Ver todos los episodios