Our guest today is Geraldine

Geraldine was a financial editor before becoming a Financial Advisor.

She achieved her first MDRT in 2021 with just focusing on her warm market and referrals.

She went on to achieve multiple MDRTs over the last two years and has already cleared her MDRT for this year.

In today’s episode, we’ll learn more about her business model, the mindset behind her success and how she did it despite being an introvert.

We covered:

➡️ How she went from financial writer to becoming an Financial Advisor

➡️ The mindset behind overcoming resistance to reach out to warm market

➡️ Her definition of success now compared to the start

➡️ The reason why she started to focus on intangible goals

➡️ The three things she wished she realised earlier and changed

This was a great conversation that we had on the prospecting method, mindset and meta-physical topics as well.

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