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Rob Cucchiaro, Financial Advisor
Lincoln Financial Advisors
– Dublin , CA
 "If I were to compare the number of referrals meeting before and after your boot camp, it’s 1,000 times more. This week I got 6–7 new referrals. The boot camp has totally been worth it for me."
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Mike Borchers, Financial Advisor
UBS – Atlanta , GA
 "The boot camp helped us focus on referrals and then gave us a process and a structure to start asking for referrals. We now have the confidence to ask in the right way. We’re getting great results. Once you start asking people it’s amazing what doors can open up for you."
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Will Kelly, Financial Advisor
Harold C. Brown & Co. – Buffalo , NY
 "For what I’ve paid for your boot camp training, I’ve gotten back many times over. The boot camp is paid for many times over. You’ve given me tools that I will continue to use for the balance of my career."
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Todd McDonald, Financial Advisor
MassMutual Financial – Albany , NY
 "I took away some very specific things in terms of the language I learned. I’ve produced significant results. I can’t tell you how many thousands of dollars I’ve made since the boot camp."
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Aquiles Larrea, Financial Advisor
LF Consultant Partners, Wall Street
–New York , NY
 "I more than doubled my revenue this year. This system really works."
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Cosmo Boyd – Financial Advisor
UBS – Atlanta , GA
 "The boot camp gave us a tremendous amount of confidence. Since we’ve started asking for referrals, we’ve been getting great answers. It’s like a truth serum! We ask and the referrals just flow. You made us realize how referable we are. We’ve had almost no resistance from our clients."
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Alizabeth Apodaca, Financial Advisor
Steven Lynch Wealth Management
–Albuquerque, NM
 "Just last week, we brought in a new client through referrals who placed over $7 million with us. Your system works well."
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Karin Tyson,– Vice President
The AFP Group, Houston, TX
 “We were working with a client who has about $7mm of investments with. I insisted that my partner, Gil, add the words ‘value discussion and confidentiality’ to the agenda. Gil did this and, without even asking for referrals, the client gave us a referral to an individual with $3mm of investable assets.
“This is proof of the importance of the value discussion and that your system really works. Thanks a million.”
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Mark Strategos, Financial Advisor
–York , PA
 "Attending your Referral Boot Camp has had a great impact on my business. Because of it, I’ve changed a lot of things I was doing. As a result, I’m getting many more referrals that I wouldn’t have gotten before. My overall business is up. Thank you!"
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Saul Cohen– Financial Advisor
Strategies for Wealth, New York, NY
 "In the 3 months following your Referral Boot Camp, I’ve obtained more referrals from new and existing clients than I had in many previous years in the business. I’ve taken back control of my activity and my business and am enjoying the business more than I have in years. I will forever be indebted to Bill Cates."
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Harry Schiavone, Financial Advisor
–ING Financial Advisors, Fairfax, VA
 "Before I took your Referral Boot Camp, my closing ratio was about 50% and I was doing a lot of outbound marketing. Since the course, my closing ratio is 75% – because virtually all my new clients have called into my office saying ’So and so’ recommended that I call you. Do you have time to meet with me? I don’t have to ’market’ anymore. Thank you!"
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