Hey there! I’m Tony, and I’ve been on quite the journey—from serving in the military to now guiding financial advisors and insurance agents in growing their practices through SocialLead.io. You could say I’m a “recovering” financial advisor, but that’s just part of the story.Let’s rewind for a second. After my time in the military, where structure and clear goals ruled my life, stepping into the civilian world was like being tossed into the deep end without floaties. But, guess what? That experience gave me a new way of looking at things—structure, stability, and a sense of purpose are universal needs, no matter where you are. So, I took those lessons and applied them to the financial industry.Over the last 20+ years, I’ve picked up a few tricks (and a few gray hairs). I’ve honed my skills in business development, digital marketing, leadership, and business strategy. I’ve been fortunate to help a whole lot of people and businesses, and I can’t help but feel a sense of pride in the work I’ve done.Now, I’m the Chief Strategy Officer at SocialLead.io, where I craft the big-picture strategies. In case you’re wondering, yes, I did give myself that fancy title. It basically means I get to brainstorm and plan ways to help financial advisors and insurance agents grow their practices. Through SocialLead, we provide the tools and strategies that help these professionals connect with clients, build relationships, and grow their businesses—faster and smarter. I believe in a balanced life. Whether it’s the military, financial advising, or being a dog dad, I’ve always seen the value of staying grounded and finding joy in the little things. And speaking of joy, helping others succeed—whether it’s through financial planning or business growth—gives me that same sense of satisfaction.So, if you’re looking to connect, chat about strategies to grow your practice, or maybe just share a funny dog story, feel free to reach out! You can always find me at tony@sociallead.io or visit our website at www.sociallead.io. Let’s make your business goals happen, one strategy (and probably a few dog walks) at a time.
Listed skills include Leadership, Investments, Recruiting, Employee Benefits, and 25 others.