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.


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We have office in Canada and a distributed team across US and Canada.

 

Ph: 847 450 0481

email: deepak@advisorlearn.com

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