(WATCH) Top 10 Financial Advisor New Year Resolutions

1/2/2015

By Antoinette Rodriguez, MBA

When we create marketing and business plans for top Financial Advisors, we find that they share similar New Year resolutions. Here, in a 1 minute video, are the top 10. Happy New Year!

4 Comments

Thomas Schaffer link

1/2/2015 06:39:03 am

Well Done Antoinette - thanks for sharing!!

Antoinette Rodriguez

1/2/2015 08:07:39 am

Thanks Tom. Happy New Year!

Ndeye Marieme Diaw

1/3/2015 01:52:42 am

Just what we have to do ! Many thanks dear Antoinette

Antoinette Rodriguez

10/6/2015 11:33:31 am

Thank you Ndeye!

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Blog Author

Antoinette Rodriguez aka "ARod" is the CEO of New York City-based MarFi Advisors, a Million Dollar -level consulting firm and coach to financial and professional service providers.

ARod is also the lead video producer for MarFi Video Production for Independent Financial Advisors.

She has over 35 years of experience in "C" level relationship development and is a former Financial Advisor at Merrill Lynch's New York City then downtown World Financial Center headquarters.

If you want to book a one on one consult with Antoinette Rodriguez, email her here.

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