Moving away from traditional methods to get $1 Million AUM in a few weeks using the program
ROLE: Financial Advisor
LOCATION: Hamilton, Canada
LEVEL: Experienced Advisor
DESCRIPTION: Before working with Deepak, Mutaz has been using traditional methods such as door knocking, cold calling, COI referral and social media strategies to grow his book of business but was not getting enough meetings booked. Mutaz has used this program to get a new mindset and a new approach to get consistent meetings booked and aim for higher growth.