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.

NAME: Kim              

ROLE: Financial Advisor 

LOCATION: USA

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.


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email: deepak@advisorlearn.com

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