We quickly went to work with Heartfire Media. This project was on a deadline to be prepared for a Fortune Magazine article. After meeting CEO, Terry Dennis, we understood the magnitude of this project and his need for online collaboration between various softwares.
We conducted several meetings with these companies which included Infusion Soft, Finance Logix and Appointment Core. We then implemented his 3 video series created for his automated email marketing campaign.
We met the deadline and received one of the greatest comments from our valuable clients. He said, “I have been in the financial industry for years and there is nothing offered in the market that compares to what you have provided for me. My highest compliment to you is that I am willing to collaborate forces with you, to duplicate what you have done for me, for other Accredited Financial Advisers I represent.”