Why it Works

We’ve been doing this for 13 years.  And during that time we’ve been recognized by Selling Power magazine as one of “America’s 15 Most Successful Sales Forces”.  That list of 15 included UPS (the brown truck company) and Siemen’s Industrial (one of the largest companies in the world). 

We were the only financial marketing company to make the cut.  
How were we able to do that?

By showing a small sales force of only 150 advisors how to get in front of the right people and by giving those advisors a tool (the 21-Point Checklist) to get those people to move all their accounts over to them.

We know from 13 years of experience that it works.  That’s why we are willing to pay your upfront marketing costs. 

But you need a way to evaluate whether or not it will work for you.  That’s why we set aside two days every month for people to come out and see everything we do from front to back for themselves.  We don’t hold anything back.  We show you:

  • Exactly how we get you in front of the right people
  • How we get those people to make appointments to see you
  • How we use the 21-Point Checklist to get people to move their accounts over to you

This is your opportunity to kick the tires, check under the hood, and ask every question.  The class itself is free.  The only cost to you is any travel expenses getting from where you are to Minneapolis, MN (where we are at).

We encourage you browse this site, watch the video, sample our coaching (under “Free Tools”), and call us with any questions.  Then come out to Minneapolis and see things (and meet us) for yourself!

We can be reached at 855-633-0900.  Call us to find out about our next training or ask any questions that you have.  We welcome the opportunity to talk to you!