Financial 411 provides a structured roadmap, training programs, and coaching for insurance agents seeking to evolve their careers into the relationship-driven world of financial advising. Founded by Paul J. Cross, a veteran of the financial services industry, the company aims to bridge the gap for agents who want to offer more comprehensive financial planning but lack the clear path or support to do so independently. Their services focus on providing the necessary knowledge, systems, and mentorship for this professional transformation.

Founded in

United States