Testimonials

Thank you for your insight and your wisdom. I am blessed to have crossed your path!

I am doing great. Business is moving. Thanks for changing the process.

Dan has provided a thoughtful and organized approach for conducting the initial prospect meeting, which is focused solely on the emotional needs of the prospect for that particular moment in time. Dan’s methods are based on his extensive research in the areas of both psychology and sales.

Just had another prospect meeting that I wanted to share… Halfway through during a short break when I was with the wife alone, she commented on how she had never seen her husband open up so much in a meeting, especially to someone he had never met before. I smiled and thought of you.

I am certain that your approach will help us be a better and more successful firm, and provide higher quality service for our clients and prospects. Dan, you have helped us be better, and more human, advisers and for that we are very thankful!

Life and business are very good. Our first quarter was our best yet. Our new approach (thanks to you) has paid huge dividends. The results have been tremendous. It feels a little strange in that we have often had new clients sign up after one or two meetings. Sometimes there was not even any discussion around how we were managing the money. These does lead to some confusion amongst the team as to what they are supposed to do once the money comes over. It is a pleasant problem to have.