Booked 10 LinkedIn Meetings & Closed 3 Client with $1 Million AUM. Deepak is hands on and takes genuine interest in helping.

NAME: John              

ROLE: Financial Advisor 

LOCATION: USA

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.


OFFICES

CANADA

4 Gladeview Court,

Brampton, ON, L6Y5X4

Ph: 416 400 2754

 

USA

2100 Sanders Road,

Northbrook, IL, 60062-6141

Ph: 847 450 0481

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