by Andy Traub | Jan 19, 2022
In less than six weeks this program helped us revise our team approach, improve our systems and gain more clients.
by Sten Morgan | Apr 1, 2021
I recently beat out two much more seasoned advisors to gain a client by implementing the strategies in this program. That opportunity allowed me to add 1.7M of AUM. Best of all, it only took three weeks from meeting them to finalizing the deal. This program gave me...
by Sten Morgan | Apr 1, 2021
In less than six weeks this program helped us revise our team approach, improve our systems and gain more clients utilizing our Associate Advisors. With one planning client this program paid for itself and I’m confident we’ll do dozens more paid plans in the coming...
by Sten Morgan | Apr 1, 2021
This program is so practical. I learned something in a breakout session during the third week of the program and implemented it later that day to land a planning client. I’m more confident in my presentation and my systems are so much easier to implement because of...
