Financial Planning Process, Prospecting, & Tech Stack: Advisor interview with Adam Bornn, CFP, CLU

This live interview was recorded on June 25, 2024.
Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software here: bit.ly/Advisor...
Join us for this exclusive, interview-styled webinar to learn from top Advisor, Adam Bornn, CFP, CLU.
Adam will be answering these questions and more:
🌟 What is your financial planning process?
🌟 How do you convert prospects into clients?
🌟 How do you continue to get referrals?
🌟 What tech are you using to grow your business?
About Adam:
Adam has been dedicated to clients looking to build financial, retirement, and estate plans since 2006. After gaining years of experience and his Certified Financial Planner® designation, Adam ventured out and founded Parallel Wealth. Now, he partners with those who have worked hard saving for retirement but are looking for a trusted planner to walk with into and through retirement.