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Steep Summit Stories Episode 9 with Tayvon Jackson


Summit Stories Episode 9 – Tayvon Jackson

Tayvon Jackson is a Financial Advisor and Founder/CEO of New Perspective Financial Solutions and has been licensed since 2012. He focuses on helping retirees navigate the next stage of their life, retirement. Tayvon has implemented a very webinar heavy focus in his plan for growth for his practice.

In this conversation, Jonathan and Tayvon talk about how Tayvon utilizes webinars in strategically growing his practice, tips and tricks for appointments, and some real life numbers and metrics he has had in his firm.

Conversation Highlights

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New Perspective Financial Solutions

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