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Testimonials
What Advisors are Saying …
“In all my years of being in the financial services industry yours is easily the most beneficial seminar / workshop I have ever attended. All materials were well prepared and explained in a very knowledgeable manner. I am glad I made the decision to attend.”
-Sydney Corbin
Florida
“I just made over $20,000 in commissions using your approach. With the training I received in Las Vegas and your back-office support, I was able to help the family and secure a long-term client.”
- Phil Gallant
New York
"I had over 150 families inquire about my workshop using the specific approach you outlined at your Dollars & Sense training. This happened in the exact area that produced less than 10 leads off a 3,000 piece mailing I did prior to finding your program."
- James Bucci
Ohio
"College planning is the perfect lead generator for insurance sales. Primarily because families have an immediate need, and are excited to share their financial information with me. I wish I had discovered this approach years ago."
- Tom Fickbohm
California
"My commissions were $5,000+ from one of the very first families I met with – it worked exactly like you showed us in Las Vegas.”
- Jeff Holmes
Arizona
"Within 45 days of attending your Dollars & Sense seminar, I had over 400 families respond regarding my college planning workshop, all for a fraction of the marketing cost I had been spending before meeting with you."
- Jim McBride
Colorado
"The Dollars & Sense Program is simply the most comprehensive, yet easy-to-use program available – a must for promoting and servicing your business."
- Douglas Chaney
Texas
"I learned more at your DAS seminar than I have in over three years of trying to navigate the college planning industry by myself and through other resources. The DAS Seminar was the best money I have ever spent. P.S. The Orleans was great too!"
- Steve Thompson
Tennessee
"At our last college planning workshop, 30 of the 31 families who attended stayed to talk with us regarding our financial services. I have never seen anything like this where people are so eager to work with me."
- Dave Miller
Missouri
“I wanted to thank you for introducing me to the college planning market. Families that have been avoiding me for years are now contacting me and asking to meet with me regarding their children’s college planning needs. Additionally, I have been trying to get an article published about my practice for years with a local business journal. When I informed them that I have added college planning to my practice, they literally called me back the same day about an article in their next edition.”
- Ed Clarke
Louisiana
Next Event
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September 8 - 10, 2008 |