In 1995, when I started out as a financial advisor at PaineWebber (UBS now), as a rookie, I despised feeling like I was following the herd. It was a competitive rookie class.  I was up against a couple well known… Continue Reading →

Hi, Brian here.  Quick follow up for you. We have been highlighting our BRAND NEW webinar roll out.  It’s our best coaching yet. It’s 9-years of client development, working with 1,000s of financial advisors, packed into 90-minutes. It’s incredible value/insight for you.… Continue Reading →

Working directly with 1,000s of financial advisors & realtors in this space (since 2010), you learn a few things. One of them is in regard to the walls many hit when developing this client base (or any for that matter).… Continue Reading →

This is a crazy opportunity for small group of financial advisors & realtors. Please read this in it’s entirety…This could be a GAME CHANGER for you & your business. BTW, what if you could have your book in 3-days? Your… Continue Reading →

+9-Years of R&D packed up in 90-Minutes just for you! We’ll give you all you need to tap into this high-income client base in dire need of help. Are you still accepting referrals to people (accredited investors) who need to… Continue Reading →