Deepak provides the "Structure" and Focus on "Meetings". Booked 4 LinkedIn Meetings & Closed 1 Client [$200K 401k] in 3 Weeks !

NAME: Matthew              

ROLE: Financial Advisor 

LOCATION: USA

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).


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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