2019 Quota Buster Kick Off Meeting
Capstone Financial had our 2019 Quota Buster Kick Off Meeting! We got to listen to some of our Experienced/Veteran Advisors discuss what it takes to be successful in the industry, how technology has helped them, and how Corporate Solutions has helped them revamp their practice. Josh Millman with MassMutual Coverpath demoed the new platform for submitting life applications which eliminates some of the headaches of underwriting and makes the application process simpler for both the clients and Advisors. Motivational Speaker, Jesse Itzler, came and told us his story (stories) of his hard work, goal setting, and refusal to take no for an answer when reaching for those goals.