Deepak provides the "Structure" and Focus on "Meetings". Booked 4 LinkedIn Meetings & Closed 1 Client [$200K 401k] in 3 Weeks !
ROLE: Financial Advisor
LEVEL: New Advisor
DESCRIPTION: Matthew specializes in holistic financial planning and works with "Retirees". He became licensed just before the Covid-19 hit. All his prior face to face training was irrelevant and was struggling. Since joining the program he has booked 4 LinkedIn Meetings in 3 weeks and closed one client with $200K 401(k).