I was pushed into social media due to COVID-19, I had to adapt or die. Already done 10 meetings.

NAME: Mitchell               

ROLE: Financial Advisor

LOCATION: Ontario, Canada

LEVEL: New Advisor


DESCRIPTION: Mitchell is a new Financial Advisor who focuses primarily on AUM. Before joining the program, Mitchell was using traditional methods like face to face residential door knocking. Since joining the program, he generated 10 meetings quickly in few weeks from LinkedIn and about to get a client.



4 Gladeview Court,

Brampton, ON, L6Y5X4

Ph: 416 400 2754



2100 Sanders Road,

Northbrook, IL, 60062-6141

Ph: 847 450 0481


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