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Testimonials

American Business Visions is widely regarded as one of the top coaching and training organizations in the investment industry. We have been coaching and training financial advisors to work with affluent clients since 1989. Here are just a few comments from advisors who have participated in Steve Moeller's coaching program:

I have put $50 million under management in 2½ years using the strategies I learned in American Business Visions coaching program. Motivated advisors will learn exactly what to do and what to say to build a fee-based business.
                                                           - Jeff Shoffer, CFP, Toledo, OH

I joined the American Business Visions coaching program in April 1997 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, CA

As a result of the strategic alliance process and the coaching that I received from American Business Visions, I had one breakfast meeting with a CPA. 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, PA

 

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