REVIEWS

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Michael Simms

Financial Advisor

"I've had a 400% increase in revenue since last year."

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Ryan Foncannon

Financial Advisor

"I've found the missing catalyst that I needed to start working on actual cases."

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Robert Martinelli

Financial Advisor

"This model makes me look different in front of my CPA partners and their clients."

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Rick Martinez

Insurance Agent

"I'm working with multiple CPAs and I'm seeing that snowball effect."

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Judy Zeigler

Financial Advisor

"This model creates opportunities right and left. Immerse yourself in it!"

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Tom McAuliffe

Financial Advisor

"I'm now able to offer higher level planning techniques to CPAs and their clients who truly need it."

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Phil Nichols

Financial Advisor

"We now have 12 CPA relationships"

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Javier Garcia

Insurance Agent

"I now take my CPA partners way beyond what other advisors could ever offer them."

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Stephen Burgess

Insurance Agent

"My ROI is now much larger while my marketing expense is minimal."

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Darryl Chouinard

Financial Advisor

"I'm already working with 4 CPAs on several strategies for their clients."

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Joel Beyer

Financial Advisor

"I’ve never been this busy…and it’s GREAT work."

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Kate Seastone

Financial Advisor

"I have a cohesive plan that helps clients elevate their game."

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Andy Bowman

Financial Advisor

"My clients are paying me money because I'm bringing them thtremendous value and success."

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Ruben Rozental

Financial Advisor

"I've got a solid gameplan and I now approach CPAs like no other advisor because of Team Based Model."

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Tyler Furger

Financial Advisor

"The chances of me converting business owners are now much higher with the tools I have."

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Bill Kanter

Financial Advisor

"This model gives me a unique edge when working with my CPAs."

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Marilyn Prevoir

Financial Advisor

"It's been a massive evolution for me and my career."

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Dave Doerr

Insurance Agent

"Closing $400,000 target premium tonight!"

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Jeff Golbois

CPA

"I've completed a few cases and several more are in the works. The process definitely works!"

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Rob Foncannon

CPA

"The ERT Advisor showed me a systematic process. I'm already seeing the growth."

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Lawrence Murrill

CPA

"Thanks to The Team Based Model Advisor I now have access to specialists in a multitude of areas."

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Chip Gordy

Financial Advisor

"My partner CPAs want to provide services that they are not equipped to handle. I feel that gap for them!"

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Doug Foster

Financial Advisor

"Working on a number of cases with 4 CPAs!"

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John Leonard

Financial Advisor

"I now offer CPAs higher end tools that they aren't getting from other advisors"

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Jake Lincoln

CPA

"This is the way it's meant to be and results in raving reviews from clients."

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Amy Grego

CPA

"Working on 4 New clients. I'm now surrounded by a team that I can rely on."

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Samantha Lee Hagan

CPA

"Working on proposals for 30 new clients on some advanced tax planning techniques!"

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Raquel Mack

CPA

"I've finally converted my practice into a practice of my dreams!"

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Ron Elwood

CPA

"I was attracted to my advisor's plan to tailor to client needs versus selling a product."

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Dave Morgan

CPA

"I was introduced to strategies I didn't even know existed!"

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Ian Welham

Financial Advisor

"Rapid increase in my book of business. The tools I have provide value to any CPA."

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Robert Spivey

Financial Advisor

"I've got accountants behind me. This is elephant hunting with a bazooka!"

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