Agent & Adviser Testimonials

The Word on The Street

Our training programs work. But you don’t have to take our word for it – here’s what our agents and advisers say about our Client Builder Sales Training and Referral Pro! programs.

The Client Builder training has been very helpful, but I think the trick was understanding my personality. I was able to identify exactly what I needed to change to better work with my clients…In fact, my last two weeks have been my best ever! This week has been stellar, and it looks like(this quarter) may be better than my entire last year. Thank you very much!

– Andrew H.

Investment Adviser Representative

Larry Lewis and the Client Builder Selling training program has brought my 30 years of marketing experience into the 21st century…Old Dogs can learn new tricks! Nothing in this well-organized material and training is a ‘trick’; Rather this program is a methodical and psychological approach to the technological arena of today that we all must adapt to grow and succeed. Bravo, well done Larry!!

– Richard P.

Investment Adviser Representative

The training was excellent! I have been applying what I learned and have closed 7 out of my last 7 appointments thus far since attending. The Client Builder training gave me a concrete foundation and better understanding of the process that I just wasn’t getting (before).

– Bill T.

Associated Adviser, Fiduciary