What clients are saying
Relationship $3M → $42M and $85k plan fee; now every client pays a separate fee—10x momentum.
Went from $1–2M prospects to $15M, $20M, +$18M wins; Forbes Top Women list—#35 → #2 in state.
Quoted a $125,000 planning fee to a $50M family—they said yes; CPA/attorney never covered these gaps.
In week 5, closed a $44,500 recurring planning fee—biggest ever; fear of quoting gone
Raised minimums $250k → $1M, increased planning fees $1.5k → $3.5k, hit Top of the Table (x2).
Grew from $332k → $556k in two years; on track for $800k → $1M under the plan.
+$26M Net New Assets in a year; won $6M prospect and business-mag cover—credits mindset & articulation.
Secured a $20,000 annual retainer he wouldn’t have dared propose before—mindset shift.
Landed first-ever $7M client by using Disturbing Tracts and moving up-market with confidence.
Closed a $2.5M prospect in one conversation using Secret Sauce—no investment talk needed.
Best year ever while working the least; delegated 80%+ of tasks after adopting systems.
Believes following the guide can take him from $350k → $1M producer in 3 years.
Secret Sauce demystified charging planning/retainer fees; can’t wait to implement more.
4-decade veteran calls it the “absolute best”—step-by-step system already making a difference.
Re-sequenced meetings; prospects more likely to move assets—3 meetings closed using the format.
Got fee-based planning off the ground and a stronger estate-planning path using course tools.
Surpassed last year’s GDC mid-year—100% virtual during a pandemic; staying in the program to keep scaling.
Gained CLARITY; raised plan fees from $500 → $2,500, immediate YESs; set $800k–$1M revenue goal.
29-year advisor recharged; back to best practices that pushed her past $1M earlier in career—no fluff, all formula.
“Thinking completely differently…already making changes that will transform my practice.”
“Best, most effective class in 13 years”—worth every dollar; keeps finding new ideas on rewatch.
“Most insightful, actionable blueprint I’ve seen”—shortens the path to a world-class firm; “sign up TODAY.”
A business-building blueprint: from mindset to growing even while on vacation—calls the course “excellent.”
Finally a program that covers mindset, team, contracts, processes—no more shelfware; keeps returning to the modules.
Rebuilt processes, stopped $20/hr work, focused on prospecting; implemented within 30 days.
After the first module, “1000% confident” in hitting 3- and 5-year goals.
Tweaked the approach talk using Secret Sauce; closing ratio improved overnight.
From a “below-average year” to best year ever, now targeting 6–10 $5M+ cases/year to 10x in 3–5 years.
After adding “disturbing tracts,” revenue jumped so fast they made more in weeks than a prior 6-month stretch.
Grew gross from $346k → $2.3M (2017–2020) by integrating the system—even through COVID.