"Your guidance and coaching came at the
perfect time and I went from a 5th quintile
producer to a 1st quintile Million Dollar producer.
The manager that hired me gave me a desk, a
phone and a phone book. You gave me a plan and
a direction to grow a business and a career."
Herb B. (Million
"Your guidance and training have
allowed me the opportunity to have a career
of a lifetime."
Nicole S. (Advisor)
"You are the reason I chose to be
a leader at M.L. I have always admired your
leadership, coaching abilities, creativity,
relationship building skills and overall passion
for the business. That enthusiasm was and is
"Many highly successful FA's stated
that you were the best manager at ML they ever
worked with. Ditto from me."
Rick S. (Million-dollar
"Your commitment to growing an FA's
business is second to none. Your personal commitment
to the success of everyone you touch is remarkable.
Your belief in doing things the right way every
day is a testament to the core values by which
Ky M. (Manager
and Million-dollar Advisor)
"I had been hearing about how we
need to select niches, but until I was made
aware of your outlines, I didn't quite know
how to approach the endeavor. Your plans gave
me such an excellent framework to make this
Amy M. (New Financial
"The depth and structure of your
training programs are truly World Class."
Rick S. (Manager)
"I received a copy of your writing,
The Million Dollar Financial Services Practice,
picked it up again recently and it had a very
positive impact. It is a great read and specifically
poignant for a successful Advisor who can sometimes
drift focus and could benefit from a renewed
Seth H. (Financial
"I must say that your presentation
blew me away."
Eileen V. (Broker/Coach)