Marcelo H. De Rada

If you are seeking a significant change in your career as an advisor, then it's crucial to evaluate your activity levels. De Rada reveals why your closing percentage is the key variable you need to focus on beyond the number of appointments with prospects and how to improve this essential metric.

Marcelo H. De Rada is the vice president of Megabrokers Inc., an employee benefits company. With 35 years in the financial services profession, De Rada has specialized in estate planning for renowned family businesses.