"I've had a 400% increase in revenue since last year."
"I've found the missing catalyst that I needed to start working on actual cases."
"This model makes me look different in front of my CPA partners and their clients."
"I'm working with multiple CPAs and I'm seeing that snowball effect."
"This model creates opportunities right and left. Immerse yourself in it!"
"I'm now able to offer higher level planning techniques to CPAs and their clients who truly need it."
"We now have 12 CPA relationships"
"I now take my CPA partners way beyond what other advisors could ever offer them."
"My ROI is now much larger while my marketing expense is minimal."
"I'm already working with 4 CPAs on several strategies for their clients."
"I’ve never been this busy…and it’s GREAT work."
"I have a cohesive plan that helps clients elevate their game."
"My clients are paying me money because I'm bringing them thtremendous value and success."
"I've got a solid gameplan and I now approach CPAs like no other advisor because of Team Based Model."
"The chances of me converting business owners are now much higher with the tools I have."
"This model gives me a unique edge when working with my CPAs."
"It's been a massive evolution for me and my career."
"Closing $400,000 target premium tonight!"
"I've completed a few cases and several more are in the works. The process definitely works!"
"The ERT Advisor showed me a systematic process. I'm already seeing the growth."
"Thanks to The Team Based Model Advisor I now have access to specialists in a multitude of areas."
"My partner CPAs want to provide services that they are not equipped to handle. I fill that gap for them!"
"Working on a number of cases with 4 CPAs!"
"I now offer CPAs higher end tools that they aren't getting from other advisors"
"This is the way it's meant to be and results in raving reviews from clients."
"Working on 4 New clients. I'm now surrounded by a team that I can rely on."
Samantha Lee Hagan
"Working on proposals for 30 new clients on some advanced tax planning techniques!"
"I've finally converted my practice into a practice of my dreams!"
"I was attracted to my advisor's plan to tailor to client needs versus selling a product."
"I was introduced to strategies I didn't even know existed!"
"Rapid increase in my book of business. The tools I have provide value to any CPA."
"I've got accountants behind me. This is elephant hunting with a bazooka!"