The Top 5 Best Referral Sources for Financial Professionals
It’s no secret that in the world of finance, having a strong referral network is essential for success. Referrals are the lifeblood of the financial industry, providing a steady stream of clients, contacts and opportunities. With so many options for referrals, it can...
The Right Fit Strategy: Helping Clients Make the Best Annuity Choices
There are a lot of options available when planning for retirement, and sometimes it can be hard to know which is best for your clients. Annuities can be an excellent choice for many heading into retirement, but there’s often confusion among financial...
Restoring Trust: How Financial Professionals Can Lead Older Clients Through Scam Recovery
Those of us in the financial industry hold a unique and important role in our society: helping individuals and families protect their hard-earned wealth. More and more often, predators are going to extreme lengths to strip our most vulnerable citizens of their...
Making the DIfference: The Impact a Good IMO Has On Your Bottom Line
About Author John Poston John Poston is Senior Account Manager at DFS Marketing, where he focuses on servicing hundreds of agents and training his team of marketers. Before joining DFS in 2020, he served in a number of positions in finance and insurance, including as...About Author
John Poston
John Poston is Senior Account Manager at DFS Marketing, where he focuses on servicing hundreds of agents and training his team of marketers. Before joining DFS in 2020, he served in a number of positions in finance and insurance, including as an Executive Recruiter. He graduated from University of California, Berkeley, where he studied both Business Management and Economics.
Connect with John on LinkedIn.
