New Advisor's Journey from Self Doubt To Closing $1.7 Million AUM with 1st HNW Client In Few Weeks

NAME: Mei                        

ROLE: Financial Advisor

LOCATION: California, United States   

LEVEL: New Advisor


DESCRIPTION: Before working with Deepak, Mei tried door knocking, networking events, calling 200+ people only to get disappointed and had serious doubt about her success in this profession. After joining the program Mei was able to transform and learn new ways to prospect and sell and closed her 1st HNW client with $1.7 Million AUM. A very remarkable story and a bring future that lies ahead of this hard-working young woman. 


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


Ph: 847 450 0481



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