From Individuals to Business Owners: How Anne Closed a $30K Deal (With More to Come!)

Описание: In this exclusive interview, I sit down with Anne Elizabeth, a financial advisor who's been with working with Fondako since 2020. After starting her career during the pandemic, Anne recently made the leap to focusing on corporate clients—and the results speak for themselves!

Anne shares how she just closed a $30,000 commission deal yesterday, with potential to scale to $80,000 as she brings in other family members.

As one of our longest-standing clients, she opens up about:

Her journey from individual clients to serving entrepreneurs
How she's having her best year ever in 2025 after making the transition
The specific support systems that helped her overcome challenges (including our weekend setter team!)
Why she values our WhatsApp support and daily assistance

If you're a financial advisor looking to increase your income while working with fewer, higher-quality clients, Anne's story shows exactly what's possible when you have the right system and support.

Watch to the end to hear about her pipeline of deals set to close in the coming weeks and her strategy for expanding her initial $30K win into a $80K client relationship!

#FinancialAdvisor #BusinessOwners #SuccessStory #HighTicketSales #LifeInsurance