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Success Stories

“Switching to a fee-based approach has changed my life. I'm off the commission treadmill and I'm getting bigger accounts and more referrals than ever. I've created a much more stable source of income for myself, not to mention a better way to serve my clients."

— Gary S., Philadelphia, PA

Think money can buy you happiness? Well think again. This month, we explore the root cause of happiness, and how you can weave this mindset into your business. You'll be amazed at the way you and your clients will benefit from a new approach centered on "Financial Life Planning."

“Because of the Effort-Less Advisor Coaching Program, last year was the best year of my life! I got married to a wonderful woman, took 10 weeks off, dramatically upgraded my client-base and increased my income-all in a very difficult bear market. I also landed my biggest account to date, over $1 million. The best part is my business and qualify of life are continuing to increase exponentially. In the first 10 weeks of 2003, I've generated more financial planning fees than I did in all of 2002. I am currently completing a plan for a great client with a $3 million portfolio."

— Rocco C., Long Island, NY

“October 2001 was my first full month as a financial advisor. To my
surprise, I made $12,500 in GDC. In 2002, the worst year since the great depression, I made $290,000. I know this is a tremendous blessing for me, but I'm planning for an even better future.”

— Kevin A., Oahu, Hawaii

“Despite the current market conditions, our business is thriving. We will end the year with a 20% increase over last year. Now I have a foundation in place to create a super profitable business and a wonderful life."

— JoEllen N., Southern California

“Before starting the Effort-Less Advisor Coaching Program 20 months ago, was totally frustrated. Now, I’ve created a business that fulfills my mission: to help my clients live their ideal lives. I’ve attracted the biggest account of my career and I just finished the most successful financial year of my life. My stress is down, my enthusiasm and income are up and 2003 looks even brighter.”
— Michael R., San Francisco

“In the most difficult market of the last 70 years, my income is up almost 20 percent this year over last year. My average new account is $1.2 million and 98% of my new clients come from introductions. But I haven't just achieved financial success, I am also happier and more at peace with my life. People constantly ask me, 'What are you doing differently?'”
— Teresa W., San Antonio, Texas

“In the past 18 months, I sold off the bottom 60% of my client base over and restructured my practice. The market has dropped almost in half and I’ve converted many of my remaining clients to fees. With all these changes, it’s amazing that I’ve actually stayed even on my income. That says a lot. I believe that if my income is flat in today’s bear market, it’s only going to go up dramatically in the future”
— Jim B., Pacific Northwest

“I put $50 million under management in 2.5 years using the ideas in Steve’s Effort-Less Advisor Coaching Program. He gives you a marketing track to run on and tells you exactly what to say and what to do to become super successful in this business.”
— Jeff S., Toledo, OH

“In the first year of the Effort-Less Advisor Coaching Program I put $200 million of new assets under management. I am currently making a proposal to an endowment fund with over $500 million of assets. The future looks very bright.”
— Paul E., Mid Atlantic

“Since starting to apply the strategies in the Effort-Less Advisor Coaching Program, 10 months ago, our new assets have gone from $500,000 a month to over $1,000,000 a month. We’ve been able to raise our average financial planning fees from $5,000 to $10,000, adding over $60,000 to our annual income – with no additional effort. We are making more money than ever before and are now prepared for a tidal wave of new clients and assets under management.”
— Phil C., Alexandria, VA

“In the spring of 2000 I had converted $5 million of my existing clients’ assets to fee based management. Using the techniques I learned from Steve Moeller’s book and coaching program I added $30 million of new managed accounts over the last 2.5 years. Now things are really accelerating. I have raised my minimum to $500,000 and I am adding about $2 million every month.”.
— Don V., Chattanooga, TN

“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 H., 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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