Booked 10 LinkedIn Meetings & Closed 3 Client with $1 Million AUM. Deepak is hands on and takes genuine interest in helping.
ROLE: Financial Advisor
LEVEL: New Advisor
DESCRIPTION: John specializes in holistic wealth management works with "pre-Retirees". His primary methods was door to door in person meetings and networking. He never used LinkedIn & Facebook to generate meetings and clients. Since joining the program he has booked 10 meetings and signed up 3 clients with $1 Million AUM.