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. We’ve had a 40% increase in income in the last year. I also have more enthusiasm and energy, because it’s 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 isn’t sure about working with Sid, I’d ask them this question: Do you have a clear vision of what you want your practice to look like? If that answer isn’t yes, then you need to talk with Sid. That’s 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."