Meet your coach
Advisor Business Coach
If you are an advisor who is interested in investing in yourself, contact Business Coach, Jordan Rosenberg. If you are a Carte advisor, ask Jordan about the special ‘Carte rates’.
About Jordan Rosenberg:
Jordan started in the business as a Financial Advisor in 1991. Three years later, he joined Dynamic Mutual Funds as a Wholesaler and spend 10 years in various Sales and Marketing roles.
In 2004 he became a full time Advisor Business Coach, helping top producing teams maximize their earning potential while simultaneously increasing their time off.
Jordan brings clarity and focus to Advisors looking to achieve more.
Jordan lives in Oakville, Ontario and is married with 3 children. He is also Canada’s Top Master’s Decathlete (10 track and field events) and when not working out, spends time boating, walking his golden retriever or playing pickle ball.
Book a 30-minute phone call with Jordan to learn more about this offering.