Testimonials from Advisors enrolled in our immersion training programs:
“One of the best things about the training is how it's beneficial to both new and established advisors alike. Truly a well thought out series of lessons that’s of great value to those who apply what was presented to their practice.”
“Outstanding program and too much to summarize all the benefits on an email. It gave me the Structure, Tactics and Accountability I needed and was looking for. Wished I had this earlier in my career. Great blend of leaning and doing over 12 weeks. Spreadsheet is outstanding and will continue along with Goal Acquisition Sheet. Tracking is everything. I owe a huge debt of gratitude to you all!”
“The accountability, instruction and organized structure have all been tremendously helpful to me and my practice. In my entire 17-year career, I don’t recall ever bringing in as many new assets as I have while going through this training with you and our group. Thank you! Thank you! Thank you!”
Testimonials from our 1:1 Coaching Clients:
"I want to thank you again for being a big part of our success in the last couple of years! Your impact and influence couldn’t be more clear. If the “before” picture looked good, you helped make the “after” look fantastic!”
“We want compliment you on what a superb job you have done on capturing our strengths, weaknesses, and what needs to be done to make the necessary changes in order to reach our goals.”
This has been my best year ever for acquisition and production. We have brought in 17 new households and $65 million in assets with more on the way before the end of the year. Thanks for getting it kick stared!
Testimonials from Advisors enrolled in our Million Dollar Foundation coaching program:
"I just wanted to let you know that I really appreciate all the valuable ideas you have given us these past 26 weeks. I hope you know that you have impacted each and every one of us in a big or small way but it has clearly made a difference as to who we are now compared to when we started. Take care and continue to motivate others as you are doing now. You are making a big difference in this industry!"
"This has been one of the rare, if not only, training that I have genuinely enjoyed and seen benefit from. I really appreciate all the time and effort you put in each session to making these meeting interactive and educational."
"I appreciate the guidance you have provided in the training calls and the time you have put in to help myself and the group develop our skills as financial advisors. I will definitely bring the lessons with me as I continue to build my business.”