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Forget cold calls today’s top financial advisors are winning clients through social media, video content, and direct messaging. In this episode of The Modern Insurance Agent Podcast, we sit down with Dana George, a financial advisor at Legacy Planner, who’s rewriting the rules of modern financial services.
After putting off his securities license for 12 years, Dana finally went all in earning it in just 8 months. Now, he’s helping young families protect income, secure retirement, and navigate mortgage protection with a fresh, relatable approach. Dana shares how he’s using video storytelling, private DMs, and consistent daily habits to grow faster than ever.
If you’re an insurance agent, financial advisor, or entrepreneur looking to build trust, credibility, and inbound leads online this episode is your playbook.
What You’ll Learn in This Episode:
→ Why Dana ditched cold calls and turned DMs + video clips into sales tools
→ How consistency and discipline built the foundation for his success
→ The mindset shift that took him from playing small to going all in
→ What’s next for financial advisors as social media, AI, and tech trends reshape the industry
👤 Connect with Dana George
📘 Facebook: https://www.facebook.com/dana.george.5454

Connect with Us:

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