"The result for me was a clear focus and plan I could execute to ultimately increase my revenue. The bottom line was a thorough, easy to use practice management tool and coaching program. I really felt confident that Al has real insight and experience with a financial services practice."
Financial Planner, New York Life Insurance
"I have never received, in my 20 years in the business, this type of analysis of my practice.
In addition, the process provided me with
some tools needed to take our practice to the next level. Al's experience and understanding of Prime Performing practices was extremely valuable."
Senior Advisor, AXA Distributors
"I was quite skeptical of what the tool could identify with a test, but it really nailed my weaknesses and strengths.
The client is the big winner because of the thoroughness of the practice management process and discussion."
Financial Advisor, Thrivent Financial
"Anyone in the business more than five years should definitely take advantage of the practice management tool–it is well worth the price."
Independent Advisor, Securian Financial Group
"This process helped me realize I'm not alone– many advisors are right where I am."
Independent Fee-based Advisor