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How Dana George Scaled as a Financial Advisor Using Social Media, Video Marketing & Direct Messaging
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Forget cold calls today’s top financial advisors are winning clients through social media, video content, and direct messaging. In this episode of The Modern Insurance Agent Podcast, we sit down with Dana George, a financial advisor at Legacy Planner, who’s rewriting the rules of modern financial services.
After putting off his securities license for 12 years, Dana finally went all in earning it in just 8 months. Now, he’s helping young families protect income, secure retirement, and navigate mortgage protection with a fresh, relatable approach. Dana shares how he’s using…
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