Booked 8 LinkedIn Meetings in 1st Week & has signed 2 Clients with Significant AUM. I am impressed with the level of support and knowledge Deepak provides.
ROLE: Financial Advisor
LEVEL: New Advisor
DESCRIPTION: Kim specializes in financial planning and asset management. She tried other programs, firms provided material, etc. but it didn't work and prospecting was a challenge. Since joining the program she has booked 8 meetings in 1st week & signed 2 clients quickly.