Episode 8 – Serving the Medical Market as a Financial Representative — With Lee Newman



As a financial representative at Northeast Financial Network, Lee Newman is dedicated to helping medical professionals make responsible decisions so that they can achieve high financial results. 

In this episode, Lee details his journey as a financial professional and revealed key lessons he’s learned along the way. Lee discusses his role as a financial and medical representative and draws from his own experience to provide valuable insight into how financial advisors and representatives can succeed in the industry. 

In this episode, you will learn:

  • How Lee helps professionals in the healthcare industry 
  • What can clients expect from Lee’s planning process 
  • how Lee’s training experience helped him succeed today
  • How to be a successful Northeast Financial Network representative 
  • And more!

Tune in now to learn advisor lessons from Lee’s career in the financial and medical field! 

Resources:  Northeast Financial Network | Nikki Potts | Lee Newman