Meet Dana: Investor Ready Case Study

Client Bio and Overview

Dana is a sales manager for a global measurement and data analytics company.


Scenario Faced

She wanted to be able to buy and sell stocks without assistance from a broker, so that she could save 90 to 100% in trading fees.  She wanted to understand stock market vocabulary.


Solution that We Used to Solve the Scenario

Dana invested her time into the Stock Market Level One webinar which delivered the following results:

  • She knows the accounts (and their requirements) that are needed to buy stock.
  • She’s able to buy, sell and hold stock.
  • She’s able to forecast what her profit could be.
  • There are a host of other topics that she learned by attending the Stock Market Level One webinar.


Customer Feedback

Anthony Financial IQ Rice keeps pushing people towards success.    He is about his business.  He can help you get in the game, and make some money.  I wish him much happiness and prosperity!


Are you seeing to get Investor Ready and build your retirement profile?

Schedule your Investor Ready strategy call.