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What Advisors are Saying About ABV

I've been using the "Moeller Method" to build my business for the last three years and can truly say it has changed my life. The systemized processes for conducting research and establishing strategic alliances are far and away the best way to build a fee-based business. I'm working with a much higher level clientele and am generating some of my largest accounts ever! The processes have been successful beyond all of my expectations.
—Scott Chelberg, CFP, San Diego, Calif.

When I raised my minimum account size from $100,000 to $500,000, I needed to find a way to attract more people like my best clients. Steve Moeller's simple client-centered techniques—especially the research interview process—enabled me to establish a closer relationship with my clients than ever before. Now my clients provide all the marketing I need!
—Alan Cranfield, Toronto, Ont.

Since I started the coaching program seven months ago, I've put $10 million under management as a direct result of the program—particularly the research interview process, strategic alliance process and on-target coaching. I can't imagine how anyone can afford to be without this program.
—Carol Van Bruggen, Sacramento, Calif.

Our business grew very quickly and our success started to get in the way of exceptional service. By working with Steve Moeller and his process for optimizing operations, we completely reorganized our staff of 14. We clarified the roles people play and how they can win on the job. We started delegating responsibility instead of tasks. We have always had a process for our client's growth and now we have a process for ourselves. It has made a tremendous difference and has enabled us to thrive in the midst of explosive growth.
—John Vann, Plano, Tex.

Using the strategic alliance process, I had one breakfast meeting with a CPA that we had been working with for some time. Out of that meeting, he gave us a little over a million dollars that he had personally. Then he brought two of his top clients to us, which resulted in another million and a half dollars. Now he is going to introduce us to 75 of his top clients for money management and estate planning.
—Skip Santori, Monroeville, Penn.

When it comes to marketing financial services, Steve Moeller is the master. With his book, Effort-Less Marketing, once again he has created tremendous value at a bargain price.
—Bill Bachrach, San Diego, Calif