Coaching Testimonials

“I just wanted to let you know we [hit our goal and] are official!! [We were waiting for some annuitized Production Credits, which came in this morning]. Thank you — as you must know, you are a very big part of this award, and a very important key to our goals. More importantly, you are a great friend and we appreciate your huge support. Thank you for everything.”

“Thank you again for your invaluable guidance and support over the past 2 years!! We feel privileged to have had an opportunity to get to know you and work with you.”

“I truly appreciate having the opportunity to work with you as we continue to develop our practice.”

“Just talked to one of the main CPA pipelines that you and I spoke about — told me that it is great I am local and they are sure they will have clients they will refer to me — they love my operation and style. Thank you— we are going to rock!”

“I just wanted to boast to the teacher. I met a plastic surgeon at a black-tie event and used the script and verbiage you and I spoke about. He emailed me back the following morning with a ‘yes’ and I wanted to share it with you: ’I would enjoy hearing more from you. I am inherently cautious, but ultimately I know I need some advisement.’ Thank you!!”

“I had a big win I wanted to share with you regarding the relationship with my new client. As you suggested, I have been following up with him on a monthly basis since our first meeting, and today we are transferring in $1.2 million. He also mentioned he has started talking to the Institutional Team about taking his company public. He also is willing to refer other individuals at his company for me to meet to help with their finances. Thank you!!!”

“We just had a great team meeting to discuss our final Business Plan. 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. Thank you so much!”