Karl J. (CA)

“Sure, I’ve had three meetings from my last 17 prospects and my total cost was around $500 and from that I have one new client who rolled $300,000 IRA and opened a trust account and all this is going to generate a gross revenue of around $3,750 a year. And also this client is starting an investment for their two grandkids so there’s a good chance that their children would become clients too.”

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