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