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Jeremiah D. Desmarais Forbes Featured

Jeremiah D. Desmarais Forbes Featured

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Chief Executive Officer @ Advisorist.com I Help FAs Turn LinkedIn Into $30K/Month Appt Engine ๐Ÿš€ Then $1M a year... Compliantly. | 10,000+ Meetings booked | 328 Success Stories | TED | 3x Time Inc 5000 | Fast Company Award | Attend Free Class ๐Ÿ‘‡
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Education

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Rosemont Technology Center

Bachelor of Arts (B.A.), Graphic Design 1994-01-01 - 1995-01-01

Work Experience

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Advisorist.com

Current

Advisorist.com

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Forbes Coaches Council

Current

Forbes Coaches Council

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Agency Growth Academy

2012-09-01 - 2017-01-01

Agency Growth Academy

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Insurance & Software Marketing (Private Client)

2012-05-01 - 2017-01-01

Insurance & Software Marketing (Private Client)

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Product Launch (Private Client)

2013-08-01 - 2014-01-01

Product Launch (Private Client)

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Marketing Strategy - Digital Marketing

2013-06-01 - 2014-01-01

Marketing Strategy - Digital Marketing

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Applied Systems

2010-11-01 - 2012-04-01

Applied Systems

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Norvax

2003-10-01 - 2010-12-01

Norvax

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European Agency for Safety and Health at Work (EU-OSHA)

2008-01-01 - 2009-01-01

European Agency for Safety and Health at Work (EU-OSHA)

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Extremely Graphics, Inc.

2001-05-01 - 2004-04-01

Extremely Graphics, Inc.

Skills

Marketing Strategy Online Marketing Demand Generation Thought Leadership Building Strong Teams Budget Development Budget Oversight Increasing Profitability Increasing Revenues Increasing Sales Idea Generation Selling Ideas Public Speaking Graphic Arts Lead Generation Sales Tools Development Presentation Development Presenter Sales Process Product Launch

Summary

Endorsed by 500+ Advisor testimonials and featured on NASDAQ, Wealth, Forbes, CNN, Financial Advisor Magazine, Investment Advisor, Advisors Excel, NAIFA, NAHU, United Security Life, UBS and dozens moreโ€ฆ THE FREE GUIDE ๐Ÿ“˜ (McKinsey) High-net-worth families are more open to virtual advising than ever. Learn 44 ways to engage with them and stand out. FREE E-Book with Virtual Meeting 44 Scripts and Tips to land clients. https://trk.advisorist.com/44guide THE FREE WEEKLY TRAINING ๐ŸŒด Join 7,018 other FAs who made $4M in fees/commish registered for the โ€˜Virtual Advisor Power Hour.โ€™ Wednesdays 12pm ET. โ€˜No Pitch. No Fluffโ€™ training - FREE.โ€ฆ past guests include Ed Slott, Tom Hegna, Michael Kitces, Garrett Gunderson. https://trk.advisorist.com/vaph ============//============== WHAT A FEW OF OUR 328 FA Client Successes Have Shared (See the video testimonials in my featured section) "This has brought in over $100k in 3 months. I've been averaging $25k/m a month since we started." - Carol D, College Planning Advisor "I've made $43,000 in less than 30 days and average 15 appts a week.โ€ - Ralph Gale, Grand Rapids, MI "I'm meeting with 7 high net worth doctors a week." - Nick Davidson, Rochester-Austin, Minnesota "After 30 days, I've got a $1M client in pipeline." - RJ Gustillo, Rancho Santa Margarita, California I'm here to help insurance and financial advisors add $30k/month in new revenue ๐˜ซ๐˜ถ๐˜ด๐˜ต ๐˜ง๐˜ณ๐˜ฐ๐˜ฎ ๐˜“๐˜ช๐˜ฏ๐˜ฌ๐˜ฆ๐˜ฅ๐˜๐˜ฏ, then scale to $1M income a year - working less than 4 days a week. Compliantly. โ†’ 367 Success stories in past 3 years โ†’ 3-5 qualified convos a week โ†’ Higher net worth prospects โ†’ 10,491 meetings booked These arenโ€™t rehashed strategies you can find online. Theyโ€™re refined, perfected and proven. So if you need some help โ†’ shoot me a DM : )

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