Case Studies

“In the last six months of 2001, I put over $14 million in new money under fee-based management using the processes I learned in the Effortless Advisor Coaching Program.”
                                              — Tom Hardin, CFP, Indianapolis.

“We converted $2,000,000 last month to fee-based management. During the first two months of this year, I doubled my recurring revenue over the past two years, year to year.”
                                               — Mark S. CFP

“Your Effort-Less Advisor Coaching Program helped me grow my production from $700,000 in 2000 to just over $1 million in 2001. I’m on track to generate $1.7 million in GDC in 2002. Your system is so effective I trained a new agent and he has made over $292,000 in the first three months of this year.”
                                               — Herb S., Honolulu, HI

“I captured over $55 million in managed accounts using Steve’s step-by-step process. I’ve completely upgraded my client base. I’m making more money and enjoying my business more than ever.”
                                               — Carol V., Sacramento, CA

 

 

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