Stephen, NJ

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!)