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Advisor Success Stories/Glowing Advisor Training Comments

Advisor Success Stories

  Glowing Advisor Training Comments

Drew,

            I have been extremely impressed with your RIA. As an advisor in the mature and retiree market segment, it is extremely important to me to offer my clients money-management platforms that have a proven, long-term track record of consistent, excellent returns while recording positive returns even in years when the overall market is significantly down. Since you are a long-time producer yourself, it’s great that you offer no-nonsense training that focuses on leveraging your forward-thinking, conservative, low-risk approach versus the big-name stock brokers who are still offering their clients the same old outdated and risk-laden advice.

Thanks, Craig


Drew,

            I wanted to give you some feedback as to how my experience has been in my first two months with your RIA.  As you were aware, I was an Annuity-and-Life-only agent before taking my 65 and joining Horter in May. I must say it has been a blessing for my business. Having your portfolio platform to present to clients makes selling an annuity much easier. I have written a little over a million in annuity business in the last month and over $300,000 with Booked Money under Management. I have a little over a million in business that I am tying up loose ends to submit by the end of my second month. 

            I have gone through my files of those clients who did not do business with me, and there is a little over a hundred million of investable assets to work with. I am optimistic that having more than a one-horse show to offer I will be able to convert at least $10 million of that under management and at least $3 million in annuity business. 

            Your training was so enlightening in creating wedges and doubts about their current advisers that I am confident of building my book quickly. Your support team is impeccable and makes it easy to do business.

Brian


Drew,

            Thanks for putting on the training sessions and investing your time. I learned a lot and look forward to building my AUM for both our benefits. What you have put together is what I have been looking for to offer my clients as an alternative to the same old buy-and-hope option.

            I plan on attending the March training sessions and the following few months to absorb it all.

Mike


Drew,

            Thank you for hosting us last week. It was time well spent. I will immediately start to shift our marketing to incorporate the managed-money piece. Thanks again and I look forward to working with you.

John


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