"10 Clients, $3 Million AUM signed" using Deepak's program. I have a big pipeline, the content and coaching calls really helped me.
NAME: Riley
ROLE: Financial Advisor
LOCATION: USA
LEVEL: New Advisor
DESCRIPTION: Riley focuses on AUM and financial planning. He was a new Advisor and was not able to use door knocking and residential methods due to covid, had issues with social media. Since joining the program he has been able to sign up 10 clients, 100+ meetings and $3 Million in AUM with using both LinkedIn and Facebook.