What a few of our clients have to say about us...

"Two years ago I did just under $18 million in annuities. This past year my combined office did a total of about $42 million in annuities and about $38 million in assets under management. All to say, Bill Johnson and the LogicTrac™ team have helped us significantly, and we meet with them every week to continue to improve our skills[...]

I wanted to give you a bit of a testimony on what Bill Johnson and the LogicTrac™ has done for my firm.

A few years ago, I heard about Bill and I began to research his website. I was finding myself in a situation where I was terribly exhausted from building phenomenal plans for our prospects and trying to convince them to implement our plan- knowing that ours was better than what they were coming in with. It was exhausting seeing our close ratios be only around 20-25%. I was still making good money, but I was in over drive and felt defeated. I kept thinking that we’re helping people so much and they would come in for a 3rd, 4th, 5th sometimes even a 6th visit and then go away and not do the business with us. I knew I had to fix it. But how? I was exhausted, I was tired, still young in my career but old enough to be worn out.

So, I contacted Bill, I poured over his website, and I began to realize, okay, there’s something here. I made the decision to take the risk, spend the money, and see if I could get Bill to help me. I wanted change, and I wanted to see if what Bill had to offer would make a difference.

Within the first few weeks, Bill gave me things to say specifically to a prospect that had cancelled his next visit. He was coming in to do an application for a $500,000 annuity. He was fully invested in mutual funds, and I was able to use LogicTrac™ techniques, and he ended up keeping his visit and we closed the deal. That was within the first month of working with Bill, and we began to close cases that maybe we would have otherwise lost.

Long story short, our close ratios went from about 20-25% to around 60-65%. We don’t meet 6-7 times with prospects. We recognize in the first visit if we want them to be clients or not. If we do, then we go into an engagement process where we commit to meet with them for the next 2 meetings, and they commit to meet with us. That has helped dramatically. Bill Johnson has helped us build an engagement process with prospects and use LogicTrac™ to help them go through a process to identify where their money is slipping through the cracks and how they’re missing a process to make good financial decisions.

For my firm, our close ratios have gone up, our sales cycle has shortened, and we’re also seeing higher net worth clients that are coming to our workshops on a regular basis. A million dollar+ client used to be a great catch for us, but now it is a normal occurrence. We’re spending a lot more time with high net worth clients. My production has gone up significantly. Two years ago I did just under $18 million in annuities. This past year my combined office did a total of about $42 million in annuities and about $38 million in assets under management.
All to say, Bill Johnson and the LogicTrac™ team have helped us significantly, and we meet with them every week to continue to improve our skills in those areas.

I hope this is helpful if you’re really considering working with Bill. If you are where I was I would tell you to #1 take the leap, and #2 do what Bill tells you to do. Don’t argue with it. Talk with him, voice your opinion, and make sure he’s listening to you but do what he says to do. Follow through. Most importantly, see if you can instill the LogicTrac™ idea into your heart.
It all starts with taking the leap. Soon, I believe the LogicTrac™ mentality will become part of you and you’ll see more and more success.

[Read More] - Chris, Colorado


"Scored a perfect 100% (seminar appointment ratio), 17 out of 17, for the first time in history. It can be done! (Prior to this event he also reported closing his last 7 appointments) As you and I discussed over the last 6 months, I have been focusing on "acceptance." No, not telling my guests they had to accept what I was telling. Rather,[...]

“Scored a perfect 100% (seminar appointment ratio), 17 out of 17, for the first time in history.  It can be done!  (Prior to this event he also reported closing his last 7 appointments) As you and I discussed over the last 6 months, I have been focusing on “acceptance.”  No, not telling my guests they had to accept what I was telling.  Rather, giving them compelling examples, stories and quantifying data so that they could come to the conclusion that money was indeed “slipping through their fingers”.  Thank you so much Bill and Mark.”

(To his wholesaler, he said: “It is ALL BILL JOHNSON !!  The guy has an IQ of like a buck fifty!”)

His earlier endorsement letter read: “Things have been going very, very well since we hired a new marketing consultant, Bill Johnson, who has doubled my business in 6 months. I had a record month with over $4 million in business. My seminar appointment ratio is up from about 33% in the past to over 60% now. (UPDATE: Now over 70% since writing this letter!)

Our goal is to move 2M per month every month, or 24M for the year. (UPDATE: Now at $37 million and only 1/2 way through the year!)

I keep an open opportunity list of possible upcoming cases. 6 months ago they looked like this: $50k, 100k, 200k, 300k, 400k, 1 mil, and 1.2 mil.

Right now they are: $600k, 690k, 800k, 1 mil, 1.4 mil, 1.5 mil, 1.7 mil, 1.8 mil, 1.9 mil, and 2 mil. So you can see the dramatic improvement since being in Bill’s coaching program.

85% of my revenue is now coming from prospects with $1million+. I also recently closed $2 million of annuities in 1 week! We are also starting to work on professional referrals. An attorney I know with $1 Billion in client assets agreed to set an appointment with us to learn more about this empowerment process.

I would recommend Bill Johnson’s Windows of Opportunity coaching program to every advisor who wants to see dramatic improvement in their business.”

[Read More] - Pete, South Carolina


"August 16, 2017 I am happy to provide a reference for Bill Johnson with Windows of Opportunity. Since we began working with Bill in 2013, our firm has consistently and successfully increased our average client asset size from 375K to over 700K.[...]

August 16, 2017

I am happy to provide a reference for Bill Johnson with Windows of Opportunity. Since we began working with Bill in 2013, our firm has consistently and successfully increased our average client asset size from 375K to over 700K.   Bill has been a trusted resource and partner from the moment we began consulting with him. His consulting firm provides effective solutions to driving successful approaches to speaking and engaging with prospects at seminars. Not only does Bill’s LogicTrac verbiage attract larger clients, it also helps us to identify the many missing critical facts, myths, and mis-information that so many retirees and near-term retirees need to know. In addition, Bill’s entire philosophy of attracting and working with and through local professionals has reduced our overall monthly cost considerably and helped us to secure a much more suitable client for our firm. Another true benefit that we have received by being with Bill is his continuous availability to assist us with specific cases all the way to the close, and to help us secure those cases that we would not have otherwise been able to do without his help.

One last mention contains 2 more much appreciated benefits for being with Bill:

  1. We have totally done away with our dinner seminar mailer and presentation and converted to Bill’s which has greatly increased our attendance and our appointments and close ratio by over 50%.
  2. Not only has Bill’s philosophies, teaching, and consulting helped our firm grow with more qualified and larger clients, he has also been very instrumental in helping me design a complete succession plan with my 2 advisor sons and my 3rd advisor, who is a close friend of mine. I could not have achieved this level of a true legal succession plan for our firm without his help.

I have always been impressed with Bill’s personal attitude and his focus. Bill is easy to interact with and communicates well with all 4 of our advisors. I am very pleased and satisfied to be a client of Bill’s and I am looking forward to continuing our productive and successful relationship. I highly recommend Bill without reservation to any advisor in search of a very unique financial consulting and coaching firm.

[Read More] - Scott, Georgia


"I found out about the LogicTrac system and then next day called and scheduled a phone conference with Bill Johnson. To say that he has changed our practice would be a complete understatement... Because of selling the process and not necessarily solutions, the ones that are not motivated to work with us leave without our secrets and we work less on creating plans that they take to another advisor. In phase II we are working in channel marketing with attorney and CPA partners.[...]

My partner and I first heard of Bill Johnson and Windows of Opportunity/LogicTrac while visiting our corporate office in Colorado Springs. One of the senior advisors and a principal of the company had been referred to Bill. He was getting weary of the business and having so many prospects never become clients. Even after he had designed the ‘perfect’ plan for them, they often did not engage or took his great work and plan to another advisor. He was frustrated and was growing weary.
He met an advisor at a function and was referred to Bill. When I met him, I could tell immediately that his level of enthusiasm for his practice had changed for the good. I found out about the LogicTrac system and then next day called and scheduled a phone conference with Bill Johnson.
To say that he has changed our practice would be a complete understatement. We had opened a new regional office in St Louis 15 months before we met Bill. Our practice was struggling as we tried to find a way to address the high net worth prospect we were seeing. St Louis is a very competitive area for financial planning with the world headquarters for Edward Jones, the regional headquarters for both Stifel Nicolaus and Wells Fargo. There is literally an Edward Jones office on every corner and in every building in Chesterfield where our offices are located, there are at least 4-5 financial planners. To say it is competitive would be a gross understatement. We used our tried and true marketing strategies including expensive dinner seminars but were having difficulty piercing the market.
We engaged with LogicTrac in July of 2015 and Bill began to teach us the process he has used so successfully around the country. It took us some time to re-program our brains to the process, but as we continued to improve on how we did everything from the seminars to more advanced coaching utilizing strategic partners, we have seen our practice thrive. We no longer give away ‘the key to highway.’ By beginning the process when we first meet a prospect, they come to the first meeting prepared (they bring tax returns and all statements as well as a rudimentary understanding of ‘the process’). We are able to reinforce the process Bill has taught us at that meeting and through the engagement letter, we are more assured the prospect will come to the next two meetings and go through the whole discovery and diagnostic process.
Our closing ratios on large cases has skyrocketed. Because of selling the process and not necessarily solutions, the ones that are not motivated to work with us leave without our secrets and we work less on creating plans that they take to another advisor. In phase II we are working in channel marketing with attorney and CPA partners. We look forward to these contacts eventually replacing our expensive and time consuming seminars.
I highly recommend Bill Johnson and his team. They bring a wealth of knowledge to the table with a unique system. If you are coachable and are up to having YOUR brain retrained, the upside has no limit.
I am more than pleased to heartily endorse Bill and welcome the opportunity to speak to anyone about his process and our experiences.

[Read More] - Jason, Missouri


"I have worked with Bill Johnson for 7 months now. In that time my business has increased over 60% from the previous year. The biggest advantage I find to Bill’s system is that, for the first time, my presentation to prospects truly separates me from other advisors.[...]

I have worked with Bill Johnson for 7 months now.   In that time my business has increased over 60% from the previous year.  The biggest advantage I find to Bill’s system is that, for the first time,  my presentation to prospects truly separates me from other advisors.   The Seminar presentation, the 1st, and 2nd meeting systems do a great job of creating a need for my specific skills.   I am no longer offering products for the client to, “think about”.    The majority of my new clients agree to move their assets over to our firm before we have offered them alternative investments to their current plan.

[Read More] - Dave, New Jersey


"Working with Bill over the past one year is one of the reasons our firm has increased 25% in revenue. LogicTrac truly works and we will recommend Bill to any Financial Advisors who want to move to the next level of production.[...]"

Working with Bill has helped my team stay focused on what we need to do both in our marketing and practice management. It is incredibly helpful to have Bill’s feedback on our ideas and to confirm our strategy. Working with Bill over the past one year is one of the reasons our firm has increased 25% in revenue. LogicTrac™ truly works and we will recommend Bill to any Financial Advisors who want to move to the next level of production.  (NOTE: Stephen is a big producer so 25% increase in revenue is a very significant amount!)

[Read More] - Stephen, NJ


"A good example of one of our results would be a case that was brought to us by a Property and Casualty Agency which has committed to us being their financial planning partners. This case produced 5 Key Man life insurance policies that totaled about $300,000 in annual premium. The relationship with the owner of the P&C Agency was nurtured and matured by Bill's process and tools[...]

Working with Bill and his team has been a breath of fresh air. The methods and content of Bill’s marketing approach are all about creating a sustainable practice that does not depend on mailer response rates while expanding your reach to those that would never come to a workshop from a direct mail invite. A good example of one of our results would be a case that was brought to us by a Property and Casualty Agency which has committed to us being their financial planning partners. This case produced 5 Key Man life insurance policies that totaled about $300,000 in annual premium. The relationship with the owner of the P&C Agency was nurtured and matured by Bill’s process and tools to the point that it is today.

We have worked with Bill for about a year and a half now and feel like we have only really implemented about 30%-40% of the potential his coaching offers. Some of the results were practically immediate. I’m referring to the language that he gave us upon engaging him. We put it into practice immediately and it produced positive results in our explanation of services and conversations. The sky is the limit and it’s up to us. A sound, sustainable method is not created overnight but it’s solid and dependable once it’s established. Bill’s core message was true to who we were before we met him. Therefore, our identity has not changed, Bill has simply helped us better reach out to those that need our help.

[Read More] - Kerry, Tennessee


 

“The Constitution only gives people the right to pursue happiness.

You have to catch it yourself.” -Benjamin Franklin




“Since I have been under your coaching, I have built a strong foundation of how to attract more high net worth clients with increasing case sizes. I am working with a $18,000,000 client that would have only been possible with Bill’s language and seminar delivery that appeals to the smartest people in the room.

I [...]

“Since I have been under your coaching, I have built a strong foundation of how to attract more high net worth clients with increasing case sizes. I am working with a $18,000,000 client that would have only been possible with Bill’s language and seminar delivery that appeals to the smartest people in the room.

I now have the focus to keep my central core moving forward and not be distracted by every other new marketing program that is out there.

Furthermore, you have saved me thousands in wasted unproven marketing and client gathering activities. Anytime I see some carrot dangling out there, I run it through Bill, who acts as my filter for nonsense and bad ideas.

I am currently expanding my professional relationships under your guidance which will be sure to increase profit margins due to the low or zero cost that aspect of my practice will cost.

I do and will recommend you to every producer I meet.”

[Read More] - Jeff, Ohio


“As I move into my second year of working with Bill, my average client size has increased considerably throughout the year. Bill’s help allowed me to move my younger advisor into an accountant’s office. The accountant literally walked his client into the office and wrote $510,000 of annuities, $23,000 of annual premium life insurance, and [...]

“As I move into my second year of working with Bill, my average client size has increased considerably throughout the year. Bill’s help allowed me to move my younger advisor into an accountant’s office. The accountant literally walked his client into the office and wrote $510,000 of annuities, $23,000 of annual premium life insurance, and a managed money account, using our review process! The accountant said, “I am so happy that our clients are getting this type of planning.”

An attorney referred me to one of his clients after speaking with Bill. We have begun to manage the client’s million dollar investment account and we closed a life insurance case as well. The client has over $1 Million in a single bank stock. As a result of our process, they committed to selling 3% of the stock each year to fund a second-to-die life insurance policy to the tune of $30,000 per year in premium.

I took a new prospect through our review process, and in the second meeting, the client agreed to transfer $1 Million to us without yet knowing all the details of the final plan. He is coming in this week to initiate $700,000 in an annuity income plan and $300,000 in managed money.

The result of our discovery process is a significant resonance with educated prospects. They quickly recognize the sophistication of our solutions and act quickly to engage with us. Working with Bill has been nothing short of transformative to my current business and to the trajectory of my career.”

[Read More] - Adam, Ohio


“I have been familiar with Bill Johnson’s work since 1994, and I have had the privilege of being trained personally by him since February 1, 2011. Since that date, every aspect of my business operations has improved substantially. Bill’s knowledge and expertise has increased my production as well as marketing exponentially. My level of confidence [...]

“I have been familiar with Bill Johnson’s work since 1994, and I have had the privilege of being trained personally by him since February 1, 2011. Since that date, every aspect of my business operations has improved substantially. Bill’s knowledge and expertise has increased my production as well as marketing exponentially. My level of confidence is also at a career high, thanks to Bill’s support and training.

There is no doubt in my mind that my training with Bill has clearly separated me from not only other local financial advisors, but my colleagues as well. Bill is particularly adept at helping the seasoned advisor take his or her practice to the next level. It is my recommendation that as an advisor, if you have the opportunity to train with Bill Johnson, do not let this pass you by.”

[Read More] - Brad, Nevada


“Bill, I just wanted to take a few minutes to personally thank you for helping me. Not only have you helped me to improve my monthly workshops, but the percentage of new business from referrals has increased dramatically. With your help, we have doubled our sales over the previous year for two years in a [...]

“Bill, I just wanted to take a few minutes to personally thank you for helping me. Not only have you helped me to improve my monthly workshops, but the percentage of new business from referrals has increased dramatically. With your help, we have doubled our sales over the previous year for two years in a row. You’ve helped our sales process and clients to understand how we’re different from the other estate and retirement planners.

My business, referrals and sales have more than doubled. With your help, workshop attendance has been solid.

I look forward to your help in the next year as I add more marketing concepts to my practice bringing it to an even higher level!”

[Read More] - Chris, Nevada


“I have been in the financial services industry for 20 years, both as a top producer and 16 years of Complex Management where I trained and developed some of the Top Advisors in the country.  Last year I decided to once again become a financial advisor.

Even though I had previously been a top producer [...]

“I have been in the financial services industry for 20 years, both as a top producer and 16 years of Complex Management where I trained and developed some of the Top Advisors in the country.  Last year I decided to once again become a financial advisor.

Even though I had previously been a top producer and trained a number of advisors, I found it difficult to explain my own value added proposition to prospects.  With all of the competition and noise out in the marketplace I felt that I was screaming into a hurricane.  My message and hence my brand was struggling to be heard and understood.

Windows of Opportunity quickly identified my issues and brought into focus my message.  Bill Johnson gave me the tools and education that has really set me apart from the competition.  The result has been a significant increase in seminar attendance of the right clients, appointments with multimillion dollar prospects and a system for capturing all of my clients’ money.

I can truly say that with the assistance and direction I have received from the Windows of Opportunity, I am on my way to becoming the Financial Advisor of choice for the Affluent in my marketplace.”

[Read More] - Joe, Arkansas


“In October, I decided to give the program a chance, a one year commitment.  I wanted my business to grow, I wanted to gain knowledge and frankly, I wanted to stand out from my competitors.

Since then, Bill Johnson has held scheduled weekly “coaching calls” with me.  Bill has explored and examined my seminars, my [...]

“In October, I decided to give the program a chance, a one year commitment.  I wanted my business to grow, I wanted to gain knowledge and frankly, I wanted to stand out from my competitors.

Since then, Bill Johnson has held scheduled weekly “coaching calls” with me.  Bill has explored and examined my seminars, my materials and my techniques.  Additionally, Bill has required that I video my seminar presentation and send it to him for review.  By now, I think I have done that three times.  Each time Bill has offered constructive criticism so that I might improve.  Sometimes the advice and feedback is somewhat difficult to hear but I signed on with Windows of Opportunity to be my business coach, not to be my “yes man”.

The results show this; since my affiliation with Windows of Opportunity, my seminar content and delivery is much improved, my seminar appointment ratio has increased, my closure rate has increased and the net-worth of my new clients has noticeably increased. (UPDATE: She did $25 million for the year!)

For someone who is attempting to grow their business, I would recommend making the financial investment to employ Windows of Opportunity to be your business coach.”

[Read More] - Stephanie, Arizona


“I am looking to cut my expenses for marketing by at least 30% this coming year and still retain those same profits like past years. I expect to grow by 200% by the end of year. Thanks for helping us in a simple but needed approach for working with the AFFLUENT & SUPER AFFLUENT!”

- Tim, Kentucky


“I began using Bill Johnson’s program at the beginning of the fourth quarter, and the results are in the numbers.  My workshop appointments are up, my closing ratio is up and my income is up.  Bill’s straight-shooting, no-nonsense coaching has helped me appreciably, and I’ve been in the business for more than 30 years.  My [...]

“I began using Bill Johnson’s program at the beginning of the fourth quarter, and the results are in the numbers.  My workshop appointments are up, my closing ratio is up and my income is up.  Bill’s straight-shooting, no-nonsense coaching has helped me appreciably, and I’ve been in the business for more than 30 years.  My thanks to Bill and his team for their contributions to my success.”

[Read More] - Jack, Illinois


“I hired Bill Johnson as a coach about four and a half months ago. The results are as follows:

  1. Referrals have gone from zero or one to 4 per month.
  2. Increase of $1 million in Index Annuities within the first 3 months.
  3. We are averaging 2 community speaking events per month from zero.
  4. Increase [...]

“I hired Bill Johnson as a coach about four and a half months ago. The results are as follows:

  1. Referrals have gone from zero or one to 4 per month.
  2. Increase of $1 million in Index Annuities within the first 3 months.
  3. We are averaging 2 community speaking events per month from zero.
  4. Increase in index annuity production over last year; $4 million.
  5. By the end of September my Index Annuity production over last year will have doubled.
  6. Average client’s investable assets have increased to average $1 million.
  7. Increased seminar appointment ratio from 60% to 90%.
  8. Fallout from seminar scheduled appointments has dropped from 20% to 5%.
  9. I now know where my business is coming from for the next 3 months.

Utilizing Bill’s process for obtaining referrals, I can generate 100% of my business from low cost or no cost community speaking events, client and community referral sources.”

[Read More] - Steve, California


“I have been with Bill Johnson’s “Windows of Opportunity” coaching program since July of 2008.  (UPDATE: Still with us in 2013!) With his help I have significantly increased my business.  He has unique insight into how I should be marketing my business.  His coaching calls keep me on track and accountable which is what I [...]

“I have been with Bill Johnson’s “Windows of Opportunity” coaching program since July of 2008.  (UPDATE: Still with us in 2013!) With his help I have significantly increased my business.  He has unique insight into how I should be marketing my business.  His coaching calls keep me on track and accountable which is what I need to stay focused and on top of my business.  I would recommend Bill’s coaching program to anyone looking to greatly improve their marketing program and move their business to the next level.”

[Read More] - Stan, Arkansas


“In these 4 months I have completely revamped my workshop with Bill’s help.  The results have been impressiveJust last week I collected fees and started moving money to Fidelity which totaled almost 5 million dollars.  Last week and this week, including today’s transmissions, we submitted some $950,000.00 in Fixed Indexed Annuities from these clients [...]

“In these 4 months I have completely revamped my workshop with Bill’s help.  The results have been impressiveJust last week I collected fees and started moving money to Fidelity which totaled almost 5 million dollars.  Last week and this week, including today’s transmissions, we submitted some $950,000.00 in Fixed Indexed Annuities from these clients with more to come!”

[Read More] - Bruce, California


“As you are aware we are completing our third month of my involvement with you in your Windows of Opportunity coaching program. The program has been beneficial to me primarily because of your experience and another set of eyes and ears to critique my practice. Probably the most beneficial thing I have received from our [...]

“As you are aware we are completing our third month of my involvement with you in your Windows of Opportunity coaching program. The program has been beneficial to me primarily because of your experience and another set of eyes and ears to critique my practice. Probably the most beneficial thing I have received from our work is to hit hard on taxes and tax planning. While I was doing some of this previously with your recommendation I am really talking about and creating urgency in my workshops and appointments about taxes. People don’t like to pay tax and when I am able to establish ways to prevent it they like it.

Currently I am experiencing an 80% to 100% appointment ratio in my workshops. Couples are bringing in all the stuff to our meetings and I am working plans to accomplish their goals. I am not a hard sell closer. I like to meet their needs with a good solid plan and create a personable relationship with them and they seem to come around to doing business with me.  I am on track to do in the $20 million dollar range of business including both managed money and fixed products.

The next area I am looking forward in initiating is life insurance. I’ve never done much of it but with your direction I feel I can implement it into retirement planning.

Thank you for your expertise and assistance and helping me achieve my goals.”

[Read More] - Don, Florida


“I have been using Bill Johnson and Windows of Opportunity.  He has assisted us in our ongoing marketing and presentation skills as well as ideas for growing our practice.  I have been impressed with the content of his weekly conference calls.  He is always available for a short consultation on ideas or concerns.

The cost [...]

“I have been using Bill Johnson and Windows of Opportunity.  He has assisted us in our ongoing marketing and presentation skills as well as ideas for growing our practice.  I have been impressed with the content of his weekly conference calls.  He is always available for a short consultation on ideas or concerns.

The cost has proven itself to be an investment that is returned many times over.  I am enjoying his friendship and advice as we move into new philanthropic markets.  I would highly recommend you considering his services to help grow your practice as long as you are not in my area.”

[Read More] - Bill, Texas


“My business has increased since we started working together. I just did my corp. fiscal numbers. The previous year I did around $350,000 in revenue. This fiscal year, I’ve done over $550,000…so draw your own conclusions.”

- Peter, North Carolina


Others in the business are asking me how I am getting all the business. If they only knew how simple that concept is… Yesterday I closed a $10,600 fixed annuity commission and a $2860 life insurance sale using the ideas that you shared with me. Feels great, and everyone wins!!  I have spent more free [...]

Others in the business are asking me how I am getting all the business. If they only knew how simple that concept is… Yesterday I closed a $10,600 fixed annuity commission and a $2860 life insurance sale using the ideas that you shared with me. Feels great, and everyone wins!!  I have spent more free time with my family and friends this year than any other time in the last 18 years. My production went to Court of the Table followed by Top of the Table (MDRT).”

[Read More] - Mark, New York


Bill’s Windows of Opportunity program has separated us from the rest of the financial salespeople out there doing business today.  By using Bill’s educational process & discovery techniques I have seen instant results and my clients are giving me positive feedback and additional money to invest & more referrals then ever before which has significantly [...]

Bill’s Windows of Opportunity program has separated us from the rest of the financial salespeople out there doing business today.  By using Bill’s educational process & discovery techniques I have seen instant results and my clients are giving me positive feedback and additional money to invest & more referrals then ever before which has significantly increased my business above and beyond anything we have tried before.  The Windows of Opportunity program is extremely valuable to anyone that wants to have a Successful Insurance & Financial Planning Business.”

[Read More] - Nick, California


“This morning I did a nice piece of business with one of the clients who came in for the tax review… He’s now invested $200,000. I’m talking with his former business partner, who may invest about $100,000. Another client added $54,000 to his index annuity last week.”

- Marc, Colorado


“The first go around I sent cash with app which will net me approx. $17,000 in commissions. The daughters have a brokerage account that they now want me to move, which will be approximately $6,500 in commissions. Your system is starting to work quite nicely.”

- Steve, Texas


“My business has really taken off. I am incorporating some of your ideas and I have two appointments for Thur. AM that total about $230,000 and am working on a client with about $500,000.

- Fred, North Carolina


“Great IDEAS that no one else has offered in over 15 years of business! I have been able to build a better book of business without spending a lot of money.  Every time I talk to you, you have another IDEA or way of improving the way I do business in order to obtain higher quality [...]

“Great IDEAS that no one else has offered in over 15 years of business! I have been able to build a better book of business without spending a lot of money.  Every time I talk to you, you have another IDEA or way of improving the way I do business in order to obtain higher quality clients and more referrals.”

[Read More] - Scott, Wisconsin


We have increased our growth by at least 15% (an increase in revenue over $100K).  The relationship you have developed with my staff and the time you have taken to listen and speak to them has been invaluable.  Our website has been such an asset to our company which you have helped us to design.  [...]

We have increased our growth by at least 15% (an increase in revenue over $100K).  The relationship you have developed with my staff and the time you have taken to listen and speak to them has been invaluable.  Our website has been such an asset to our company which you have helped us to design.  Again, I thank you for all you have done and I know you will be a valuable asset to any company that needs marketing strategies to increase their profits.”

[Read More] - Bob, New York


“I can say that I had more receivables and sales in the 4th Quarter this year than I have ever had in my 35 year career.”

(Note: Ralph’s endorsement letter came to us with 15 referrals to his friends in the industry.)

- Ralph, New Mexico


“This year, so far I have increased my production by 158%! Wow, now that’s results! In addition, I have been able to take an extra day off every single week. For someone not to take advantage of Bill’s talent and many years of experience is just plain ‘penny-wise and dollar foolish!  I have been paid [...]

“This year, so far I have increased my production by 158%! Wow, now that’s results! In addition, I have been able to take an extra day off every single week. For someone not to take advantage of Bill’s talent and many years of experience is just plain ‘penny-wise and dollar foolish!  I have been paid $96,400 in the month of May, and I wouldn’t have done this without your help.

[Read More] - David, Colorado


“Bill has opened windows of opportunities for my practice beyond my expectations.  Each week Bill has consistently guided, taught, and inspired me in becoming a financial ambassador to my community.  He has taught me eight different streams of marketing to bring people into my office as there is definitely more to marketing than just doing [...]

“Bill has opened windows of opportunities for my practice beyond my expectations.  Each week Bill has consistently guided, taught, and inspired me in becoming a financial ambassador to my community.  He has taught me eight different streams of marketing to bring people into my office as there is definitely more to marketing than just doing public workshops.  I am grateful for Bill’s diligence, enlightenment and broad stroke leadership that has expanded and deepened my practice into becoming one of the premier retirement and financial companies in this country.

Anyone who is reading these lines, I would encourage you to take the challenge to hire Bill as your own personal business coach and you too will join the ranks as a satisfied client beyond your expectations.

[Read More] - Ron, California




Check out some of the success stories from Windows of Opportunity, Inc. coaching clients!

  • SD – First university style adult education class had 56 people. Also had 19 buying units and 14 appointments at workshop.  64 people at university adult education class.  Set 24 appointments and the first 5 he’s met with so far all have over $1 million, so they are good quality.  On the next class he had 100% appointment ratio.
  • AC – Virtually 100% appointment ratio from workshop using our scripting. Only those not qualified didn’t sign up.  Also said is so busy now was able to cut $20 thousand out of this year’s marketing budget.
  • SH – Had 17 buying units and 13 appointments set from ballgame event. Also, sent only 3000 seminar invitations using our content and had 38 responses.  And got 8 out of 12 appointments using our scripting.
  • KF – Got a prospect from our seminar invitation who has a $60 million inheritance who wants to move forward. They said how KF was totally different from others.
  • PL – 72% appointment ratio at recent seminar. Has done $25 million in the past 5 months!
  • BG – 32 appointments coming in from workshop. Also has a CPA ready to refer people
  • JC – Now has 3 centers of influence to agree to do events using our empowerment of professionals concept.
  • BW – had 37 at one seminar and 32 at the 2nd night from using our invitation sent to people with over $500k in income.
  • SM – at $20 million in 6 months using our Logic Trac™
  • DC – Got 14 appointments out of 16 buying units at recent seminar using our scripting.
  • MA – Closed a $750k sale using our language and techniques
  • RG – Using our scripting, had 7 appointments out of 10 buying units at the first seminar and 18 appointments out of 22 buying units from the 2nd.
  • JL – 11 appointments from recent seminar
  • RD – Before coaching did $13 million, first year in coaching he went up to $20 million, and in 2nd year in coaching now is on track for $34 million this year. Does roughly half managed money and half annuity.
  • JL – After only 1 week in coaching he used our Logic Trac™ at a client event and at least 20 of our event cards were returned to him with 1 or more referrals on each one.
  • PR – 75% appointment ratio at his recent seminar using our content. He used our invitation wording and bullets and these appointments are with very high quality prospects.Using our Logic Trac™ he’s written $4 million in annuity & $4 million in managed money.
  • AR – Did $3.2 million in 1 month with 1/2 managed money and 1/2 annuity.Also got 4 referrals from 1 client in one day using our Referrals Tomorrow Morning technique.
  • DB – has done $9 million in annuities so far this year and knows that millions of it is directly from our coaching.Had 80% appointment ratio from a recent seminar using our scripting.
    He’s also using our empowerment techniques to get professionals referring people to him (realtor, cpa, attorney).
  • RM – Since starting our coaching program he is closing almost everyone he meets with now. Also meeting with higher quality people than before working with us.He’s gone from $1 million per month to $1 million per week!
  • SD – Has a $2 million case he said was going through.
  • LB – Used our seminar invitation and had 2 full workshops with overflow.Closed a case of $750k annuity with $250k managed money and a $350k annuity with $350k managed money.Had a referral from a CPA that had $1.6 million ACAT transferred.
  • SS – Using our empowerment process he set up a joint workshop with a CPA. The CPA sent 550 letters to specific clients and contacts at no cost to our coaching client.  Had 29 attendees with 4 appointments so far with very wealthy people.He also has another CPA firm sending a letter for him to generate referrals.He said our seminar invitation has been drawing the right audience with people specifically interested in the bullets and topics.  He had 51 attendees over 2 nights consisting of 15 buying units the 1st night with 10 appointments set and 10 buying units the 2nd with 6 appointments set. All are very large prospects.At his workshop prior to the above he had 36 people (17 buying units) and got 14 appointments for day 1. Day 2 had 14 buying units & set 13 appointments.He’s started charging a $5000 fee in addition to all the business he’s getting.Getting many wealthy people referred to him.  One said they were very savvy but heard a lot of things that they never knew about.  Others include 3 doctors and even a CFP wanting his help.

    The Hospice program is interested in working with him & refer him prospects.

    Has an attorney and 2 CPAs lined up for upcoming joint workshops.

    Did $1.3 million in 1 month.  Then the next month wrote $4 million in 1 week and $1 million the next week (mostly securities).

    Doubled his income and tripled his volume over last year.

  • BZ – Did $2.3 million in 1 week and also closed a $1 million annuity case and a $600k case the next week.  He also did $1.1 million worth of managed money.Using our invitation he has 151 attendees so far (60, 54, and 37) for 3 nights of seminars.The previous month using the same invitation he had 36 buying units at each of 2 nights.
  • BG – Using our script he had 13 appointments out of 15 buying units at his seminar.Finished with over $8 million annuities and $2.5 million securities by year end.
  • AC – Bill Johnson had a great empowerment conference call with him and an attorney and later AC met with the attorney and actually took him through our review process.  The attorney said “this process is Genius!” and he wants to go beyond just sending referrals and actually wants to mold their practices together.  The following week a client of the attorney came in with their current advisor (not AC) to see the attorney and that other advisor said something stupid and the client fired him on the spot!  The attorney said “that’s ok, I have just the man for you to talk to” and referred them to AC.  When the referral, a $2.2 million architect, came in to see AC they had all their documents with them and said they were there because the attorney said “you’re a genius!”. To start,  AC closed a $717k annuity sale which made him $50k commissions.Doing a joint seminar with a big P&C shop who are sending out invitations to their clients at no cost to AC.Has a tax advisory consulting firm very interested in working with him.Had 27 attendees at a workshop using our invitation with just $22.00 in mail cost by sending it to select clients, friends and prospects.  Using our script he scheduled all but 1 of them for an appointment.  He got a referral or 2 right away.  The workshop exceeded all his expectations.Has a CPA who’s interested in moving forward with our empowerment process.
  • JC – Using our 3 step review and tax review process he uncovered a $2 million client with a $600k sale to start.  Prior to meeting with him the client was scared to death and now she is much less stressed out.  They also referred their best friend to JC… a $3 million prospect.
  • PL – Said our “concepts are like magic” and that he’s so excited he can’t sleep at night.Sent only 2100 invitations and filled 1 seminar at 30. Has 25 so far for the 2nd.Production has shot through the roof with our help. Half way through the year he is over $37 million in business written.
  • JD – Said “I love this!” Sent out our invitation and filled 3 rooms of 25 people at each event.
  • WS –Used our empowerment process and a big P&C agent wants to send referrals.Was introduced to a CPA who’s interested in moving forward in the process.
  • BS – Went from $300k to $459k revenue in 1 year in our coaching program and signed up to continue for 2 more years.After using our invitation and timing letter to an old prospect, this person later told him it was gracious to invite them back to another workshop (they had been to one previously).  This time, they became a client and invested $700k with him.
  • CA -Things are going wonderfully.  He has had multiple referrals from meetings.  For example, he had 4 back-to-back meetings where he got referrals from the first 2, the 3rd wants to do business and the fourth wants him to speak to their church.Loves immediate gratification from seminars but doesn’t need to do them anymore.Did $21 million for the year!
  • SE – Did $1.3 million in 1 month.Wrote over $18 million with $11-12 million in securities, $5-6 million in annuities and $75k in life insurance.Set 16 appointments from his seminar. 100% appointments from new people.Used our timing letter and from that generated over $700k in business.
  • JM – His event had 40 people with 6 good referrals out of it.Another seminar had 32 at each of 2 nights using our invitation.  Has 12 appointments from the seminar so far.  One was a $3.2 million prospect.Had 9 people signed up from our workshop invitation on the 1st day it hit.Closed a $1 million case.Cut marketing expense dramatically from last year.  Getting quite a pipeline of people.  Has 11 new clients with millions.  Charging a $1500 fee to these on top of all the production.
  • DK – He’s excited that he got a CPA to move his 401k’s to him and not only that but the CPA wants to work with DK with their clients.Wrote a big life insurance policy on a new client who has $20 million net worth.Getting many high net worth prospects by using our techniques.
  • PS – Had a total of 87 people using our workshop invitation.He sent out our timing letter to 175 prospects in his database and got 16 responses.  He’s excited at the low cost of postage to get so many people in!
  • EP – Using our invitation and letter his next seminars are full with 25 at each (had to set up a 3rd overflow date).$600k case closed plus had an additional $1.3 mil in annuity premium.  One new seminar attendee said they’ve gone to other seminars and none of them presented it the way he did.He also used our low cost timing letter and had 11 responses.
  • AM – Had a couple charity engagement seminars with 28 high quality prospects.
  • TH – He is ecstatic about the growth of his business this past year in our program ($9 million in annuities plus a bunch of managed money) and wrote us an endorsement.
  • MG – Only working with us for a short time, he’s been on several calls and is applying our concepts in his business.  He said:  “I wrote 1.55 million from this training in 1 month. Think if I was half way decent at presenting the material what I could do!!”People are now saying, “You are different from other advisors”.Has 8 new appointments next week.
  • SF – While in our program the past year, in total, from all cases throughout the year, only lost 2 sales.  Wrote $15 million.
    Average case size has almost doubled.  Also closed a $1 million deal.
  • MD – Closed a $750k case as well as $1 million in annuities.
  • KS – He was in a client review and did our professional referral talk at the end of the meeting.  The lady said she didn’t like her attorney, but loved her CPA.  She then pulled out her cell phone and called the CPA on the spot.  She left a message saying that she was sitting with her retirement planner who she likes, mentioned he does a great job for her, and told him to take his call when he calls.Had a client event with 30 at one and 15 at another including a couple of guests.  He has written 15 apps so far from it.A LTC salesman is sending out letters to get his clients to talk with KS.
  • MF – Had 20 people at both of 2 workshops. 19 out of 23 buying units were interested in meeting with him.  One had $900k, paid a $1500 fee, and are moving forward.  Another had every mistake imaginable with $130k in income taxes and $1 ½ million dollars.
  • RB – Used our invitation and had 30 at his first seminar and 22 at the 2nd.

Contact Us today to get started on adding your success story to the list!

Phone: 800-874-6016 © Copyright 2019 Windows of Opportunity, Inc. All Rights Reserved.