Client Successes
What Clients Say About Us
Financial advisors all over the country are taking their businesses to the next level and are reporting incredible results.
5.0
Relationship $3M → $42M and $85k plan fee; now every client pays a separate fee—10x momentum.
Omar M.
5.0
Went from $1–2M prospects to $15M, $20M, +$18M wins; Forbes Top Women list—#35 → #2 in state.
Carolyn H.
5.0
Quoted a $125,000 planning fee to a $50M family—they said yes; CPA/attorney never covered these gaps.
Cory P.
5.0
In week 5, closed a $44,500 recurring planning fee—biggest ever; fear of quoting gone.
Dustin G.
5.0
Raised minimums $250k → $1M, increased planning fees $1.5k → $3.5k, hit Top of the Table (x2).
Eric G.
5.0
Grew from $332k → $556k in two years; on track for $800k → $1M under the plan.
Michael W.
5.0
Carolyn N.
5.0
Peter N.
5.0
Landed first-ever $7M client by using Disturbing Tracts and moving up-market with confidence.
Michelle G.
5.0
Closed a $2.5M prospect in one conversation using Secret Sauce—no investment talk needed.
Matthew M.
5.0
Best year ever while working the least; delegated 80%+ of tasks after adopting systems.
Jeff P.
5.0
Believes following the guide can take him from $350k → $1M producer in 3 years.
Peter S.
5.0
Lawrence D.
5.0
4-decade veteran calls it the “absolute best”—step-by-step system already making a difference.
Kathy & John S.
5.0
Re-sequenced meetings; prospects more likely to move assets—3 meetings closed using the format.
William C.
5.0
Raised minimums $250k → $1M, increased planning fees $1.5k → $3.5k, hit Top of the Table (x2).
Gretchen Z.
5.0
Surpassed last year’s GDC mid-year—100% virtual during a pandemic; staying in the program to keep scaling.
Preal H.
5.0
Gained CLARITY; raised plan fees from $500 → $2,500, immediate YESs; set $800k–$1M revenue goal.
Mary S.
5.0
29-year advisor recharged; back to best practices that pushed her past $1M earlier in career—no fluff, all formula.
Renée P.
5.0
“Thinking completely differently…already making changes that will transform my practice.”
Regina H.
5.0
“Best, most effective class in 13 years”—worth every dollar; keeps finding new ideas on rewatch.