Outstanding Implementation - Roland Daniels

I get to see these weekly, and they are inspiring, but realize you don’t! I’m going to try to post these examples weekly so you can learn what others are doing. Please reach out to them and ask great questions when appropriate.

Update email from Roland Daniels…

• Last Friday, I had lunch with two Financial Advisors and reviewed the interview form with them and they will return to me this week.

• I met with a State Farm Insurance agent who is interested in collaborating on future events.

• I connected with another independent insurance broker who invited me to be a guest on his local radio show.

• I have registered for three Advisor Seminars at different locations.

• I’ll be attending a Social Security Maximization seminar at a local library at 5:30 PM.

• I’m also attending the Estate Planning 567 seminar at 11:00 AM, which will be held at a library.

• Additionally, I’ll be at The Retirement Group’s presentation on Saturday, January 25, 2025, at Maggiano’s.

• Currently working on my Suspect list.

• As a member of NAREB we are having an event in the morning with an estate attorney providing information. 

Your Going Deeper post was perfectly timed—I was just about to reach out! 

Roland Daniels, CMPS®, CMA™, CLA™, CDLP®