Happy Holidays!

Hey everyone,

I hope you don't mind my casualness, but the boys have been home this week from school, and we are getting ready to take off to Dallas and Oklahoma for the holidays.

I just wanted to send a quick note to say thank you for subscribing to the Weekly RTB.  

I have enjoyed creating and putting out content through this newsletter, and in return, I have met so many great people, learned a ton from them, and can't wait to see what those people achieve in 2023.

Happy holidays and see you next year,
Clayton Boone

I coach Financial Advisors on:

1. Filling the funnel through Client and COI referrals

2. Their sales process, the questions they ask, and the ‘pitch’ they make

3. Communicating investment concepts and answering client questions

    Get Coaching
   I coach Financial Advisors on:

1. Filling the funnel through Client and COI referrals

2. Their sales process, the questions they ask, and the ‘pitch’ they make

3. Communicating investment concepts and answering client questions

    Get Coaching