Kevin Daly

Founder of Value-Ad
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Recent Posts

4 min read
Agency Teams - Apr 13, 2020

Orphans Campaign

A company’s salespeople come and go but let’s make sure your clients don’t leave with them. 
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10 min read
COVID-19 - Mar 20, 2020

Top 7 Problems That We Solve

Using our business insight and financial services experience we have built this scalable, flexible technology. So how can YOU use it to  make more sales?     Marketing Leads ...
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36 min read
Agency Teams - Feb 21, 2020

Active Recruiting of Financial Advisors

I came across this podcast and think it is very relevant for Agency managers looking to recruit an awesome face-to-face team. It's an interview with Manish Dave from Ameriprise which is a large...
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