Advisor Testimonials

What Experienced Advisors are Telling Us…

  • “Carl-I wanted to update you since our last call and once again that you!  Since releasing XXX on 10/30 we were able to reorganize and hit the road running on January 1st!  Since the beginning of the year we have added 14 million of net new assets of which half are fee based, the other half are part of a 401K plan with an asset trail of 40bps.  You and your coaching has really accelerated our growth and our expectation if 15 million in net new fee based this year and 15 million in 401K plans.  Thanks again for all your help, we couldn’t of done if without you and your team!  I wish you continued success!” -J.S. March 11th, 2016
  • “Thank you for all of your help and direction Dave.  As I believe we all know, this is a marathon and not a sprint.  I know that your plan is to start us out of the blocks at a strong gait, and I appreciate all that you have done to help us continue to build our practices.  WE look forward to a tremendous amount of success as we continue to emply your tried and true acquisition/practice management techniques.” -N.B. April 25th, 2016
  • “I have already had success with the Assets Held Away process. So far I have two clients that are going to be added assets to their accounts.  One will be adding just over $1,000,000 and the other $550,000.  I am moving as quickly as possible.  Great session, great info.” -A.S. May 3rd, 2016