Jun 12 2024 / Annual Meeting
Overlooked opportunities within your existing clients
Topics Covered
Jun 12 2024 / Annual Meeting
Topics Covered
Share
Featured in this video
Mark P. Brunelle, CFP, CLU, has been in the financial services profession since 1994, when his father realized he needed a succession plan for his business. This foundation inspired Brunelle to mentor others and share the knowledge he has gained during his nearly 30-year career. He finds that mentoring others helps them grow their skills while also keeping him connected to what has helped him find success.