Client Stories

Advisors like you, in their own words.

Experienced financial advisors, many of them skeptical at first, describe what changed once prospects could see and verify their expertise. No actors, no scripts.

50+video reviews from clients
15+years working with financial advisors

An industry voice

Why authority protects the practice you already have.

“Many of your clients left their previous financial advisor for you, but that also means they could leave you for another advisor… It starts with establishing yourself as an expert authority.”
Tom HegnaRetirement-income author and speaker

What clients told Mike

Notes and results, shared in their own words.

Terry Register, CEO, Capsur Tax and Estate Planning: My Fox TV interview was only out for one day and it popped up on page number 1.
Gary, Founder and President, Mansfield Financial Strategies: about 30 webinar attendees, and I was able to make 7 appointments.
Stephen Ng, Stephen Ng Financial Group: my NBC TV interview aired today and a lady is already interested in becoming our client.
R. Renee Kennedy: after the first two action steps, a 300 percent increase in booked appointments from my last webinar.
Paul Castner, CK Healthcare Advisors, Pittsburgh: agents across the country are now finding me online.
NEF L. Bey, Insured by NEF: I got an appointment from one of the ABC TV interviews that aired in Las Vegas.
Walt Wilson, independent advisor: it takes me out of the picture and uses other sources to validate my authority.
Dominique Dieujuste: a college dean heard my interview and we are in talks for me to speak on campus.

Individual experience. Most clients use their media to build credibility over time; results vary by practice and effort.

Video reviews

Find an advisor who started where you are.

Pick the concern that sounds most like you. Each card plays that advisor's video review.

See all 50+ on Vimeo

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Authority Domination

The playbook for advisors who are tired of being the best-kept secret in their market. Get a printed copy mailed to you free, plus two digital books the moment you order. You just cover shipping.

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Your turn

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