What Are Industry Insiders Saying...
"I flew 20 hours from home to here - to learn from 7 Figure Advisor. My take away from the last couple of days are: 1) How to create a business where you don't have to be there. 2) Creating systems and processes and have a life. 3) getting your clients to talk about their incredible experience with your team."
"Everyone appreciates the value of processes but most practices lack the capacity to create them. Through the 7 Figure Advisor program, they share - not just their secrets - but the step-by-step processes that will transform a seat-of-the-pants practice into a client-centric process-driven practice! This is a golden opportunity for any financial advisor who is committed to doing it right!"
"…that’s what makes 7 Figure Advisor so influential and has made it possible for them to make a remarkable set of instructions…and processes for other financial advisors. It gives me a real pleasure just to recommend this to everyone who is going to listen and read what 7 Figure Advisor is recommending for the 21st century marketplace"
Michael Seow, Singapore
Lauren Farasati, California
Dan Sullivan, Toronto
What 7 Figure Advisor Members Are Saying...
"I would strongly recommend anybody that’s interested in taking care of their clients to a greater degree to look at this system. It’s not just the system that 7 Figure Advisor has put in place...there’s a big heart behind the system that will help you take your practice to the next level in terms of serving your clients and making a difference in their lives."
"It allowed me to take a process that I’ve been trying to create for a decade and brought it down into a single document for my brochure and my clients have been extremely happy with it. I’ve already exceeded by 50 percent the amount of money I brought in fees from last year to this year alone."
"I've already gotten a return on my investment and...That's one thing the system has given me now...the confidence to know the system that I have to follow and going through the blueprint...that's my road map to know what value I'm going o bring to the client."
"I've looked at and been through almost every major coaching program out there...and this one starts you where everyone else drops you off. This delivers a true client experience that drives referrals, helps you get introductions and really provides a unique experience to help you build your business."
Chris Dold, Indiana
Kevin Best CFP, Rochester
Phil Putney CPA, PFS, MST, Michigan
Greg Desmond CPA, CFP, California