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Secrets of My Success – Turn your raving fans into referral sources, Jeanne Moir

October 9, 2023 @ 10:00 am

Jeanne joined the Financial Planning industry back in 1999 and her unyielding commitment to clients has enabled her the distinction of sitting on the Million Dollar Round Table (MDRT® ) as well as the Preferred Provider of Disability Insurance for the Women’s Bar Association in NY State.

She takes a client centric approach and believes clients shouldn’t have to work hard and be financial experts to protect, save, and plan for what’s next. Learn about this approach and how she continues to multiply one client into many.

Watch it here on October 9th!


October 9, 2023
10:00 am


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