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Testimonial

 

Justin Finney
Financial Consultant
Linsco Private Ledger
Kamiah, ID
Years in Business: 9

"Before I began working with Sid, my primary challenge was having a vision of where I wanted to take my business. I had to change companies to fulfill that vision. Going independent allowed me to have a higher income because the clients understood that it was a good move for them, too. I was able to retain 99% of my clients.

I became an independent last January, focusing on wealth management. Weíve had a 40% increase in income in the last year. I also have more enthusiasm and energy, because itís the right model for me and a good fit. Every day I come to work feeling good about what I do. And that resonates with my clients.

If someone isnít sure about working with Sid, Iíd ask them this question: Do you have a clear vision of what you want your practice to look like? If that answer isnít yes, then you need to talk with Sid. Thatís the framework that got me on the right track: getting a vision for my practice for 1 year, 5 years, and 10 years from now. Sid has helped me get into the right frame of mind, have a positive mindset, and get abundant referrals."

 

What You'll Learn

25 keys sales skills
you need to know!

 

What You Get - Fees

So much value, you
can't afford NOT to join!

 

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