Deepak's methods are simple & I was able to hit the ground running with social media and looking to double my AUM by next year.
ROLE: Financial Advisor
LEVEL: Experienced Advisor
DESCRIPTION: Omar focuses on holistic financial planning. Omar used cold calling and networking but didn't used social media. He was one of our early clients and now likes the community of advisors are adding. He added clients with AUM and insurance and now wants to double his AUM by end of 2021.