Build a business that lasts.

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.