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Building The Advisory Business As An Introvert (With Geraldine Mark) Pt.2 - Sep’23 | EP 41

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Content provided by Benjamin Ong. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Benjamin Ong or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Our guest today is Geraldine. Geraldine was a financial editor before becoming a Financial Advisor. She achieved her first MDRT in 2021 with just focusing on her warm market and referrals. She went on to achieve multiple MDRTs over the last two years and has already cleared her MDRT for this year.

In today’s episode, we’ll learn more about her business model, the mindset behind her success and how she did it despite being an introvert.

Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams.

I am documenting and sharing this so that all of us can strive towards Being Wealthy, Happy, Authentic & Purposeful

Follow Benjamin Ong’s Socials:⁠Skool Community⁠ | ⁠Instagram⁠ | | ⁠Youtube⁠ | ⁠LinkedIn⁠ | ⁠Facebook⁠ | ⁠Telegram⁠ |

  continue reading

62 episodes

Artwork
iconShare
 
Manage episode 379588745 series 3078386
Content provided by Benjamin Ong. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Benjamin Ong or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Our guest today is Geraldine. Geraldine was a financial editor before becoming a Financial Advisor. She achieved her first MDRT in 2021 with just focusing on her warm market and referrals. She went on to achieve multiple MDRTs over the last two years and has already cleared her MDRT for this year.

In today’s episode, we’ll learn more about her business model, the mindset behind her success and how she did it despite being an introvert.

Welcome to the Authentic Advisory Podcast, where we talk about the lessons that I’ve learned from running a coaching business that helps Financial Advisors reach more people, transform more lives and build the advisory business of their dreams.

I am documenting and sharing this so that all of us can strive towards Being Wealthy, Happy, Authentic & Purposeful

Follow Benjamin Ong’s Socials:⁠Skool Community⁠ | ⁠Instagram⁠ | | ⁠Youtube⁠ | ⁠LinkedIn⁠ | ⁠Facebook⁠ | ⁠Telegram⁠ |

  continue reading

62 episodes

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