“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.”