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"Your recommendations are valuable tools that will have a tremendous impact on my practice. You spent some good time with me--- unique ideas that every advisor should learn -- and USE!"
Carl Myers,
Financial Advisor, MetLife,
Charlotte, NC
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"I thoroughly enjoyed your insight regarding strategies/techniques for associating with CPAs. It really helps to know where CPAs are coming from when being approached by a financial planner for referrals. This was my first time hearing you, I appreciated your format. Having received referrals from CPAs in the past, I can now start to develop more efficient and professional relationships/alliances with them --- my technique in the past has always been a very low key with hit and miss results. Big plus hearing from you..."
Michael Stone, CFP,
Linsco Private Ledger,
Denver, CO
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