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Advisorist Reviews And Love Notes
“I’m getting 6 appointments a week [with Advisorist]. Now my business is on steroids.”
– Pamela Sams
(Added $15M in AUM)
(Added $15M in AUM)
“I’m seeing 7 people a week, because that’s all I have time for. I had to open my calendar for more spots on the weekend!”
– RJ Gustilio
“I’m getting up to 5 to 10 appointments a week, which is all that I can handle. It’s really just seemed to open up the door.”
– Bereket Kelile
“I’ve been getting about 8-11 calls scheduled [per week]. It’s been so much that I’ve reduced my [outreach] and limited the calls to 2 per day.”
– Keith Conley
“Met with a niche business owner in a small town in NE Washington on the Columbia River (think tug boats and log jams) and he found me because his son is on LinkedIn...saw my posts it spoke to him and he told his Dad to book with me so they can finalize the sale between father and son. A large win...consult on the transition, and possibly $3MM in AUM and life insurance sale to protect dads interest until he is paid off. Going forward, I’ll work with the son and company to maximize the son's wealth and company profitability. Would not have gotten this opportunity if it were not for this program. Thank you!
– Brent Wise
“I started last Monday. Since then, I’ve had 12 appointments scheduled, 2 of which I have already had, and a few others we are coordinating times.”
– Arandeep Biryah
“I just started this program last week. Made it through [the first 6 days], started taking massive action, and already booked a first connect call! This stuff works.Thank you Jeremiah and coaches! 🙏”
– Rob Thomas
“Just finished my first [prospecting call] this week. Booked first appointment in 2 weeks!”
– Brent Wise
“Exciting to learn how we can change the dynamic and really reach a lot of people and a lot of business owners on ways that we never knew existed. Literally, a game-changer for us.”
– Tim Olson
“I don’t have the cash flow to maintain the kind of marketing methodologies lead advisors are using in our market. This allows me to market in a way I can afford with my beginning cash flow.”
– Steven P
“I’m getting a near 100% conversion rate [on sales calls] because of the targeting I’m doing. I can’t tell you what a blessing you guys are to me. I appreciate you.”
– Hank G.
“I’m up $500k a year with more free time. No more chasing down leads.”
– Paul N.
“I was skeptical but in just a few months I have closed over $100k in premiums and a pipeline of $600,000.”
– Holly
“8 months ago I had zero social media accounts, a perfect ghost. Now I am operating on 4 regularly…I encourage anyone who reads this to push themselves beyond that comfort zone and GO FOR IT!”
– Peter Foldes
“After about 12 days of launching, I have my very first confirmed appointment for next Wednesday! This is the first prospect to reach out after connecting, and I was able to set him. I have two more I'm working on, one has committed to an appointment, and working on the third. So far I'm 2 for 3!”
– Garridan Baldomino
“As an advisor who wants to build a $50K / month revenue stream [these have been] the key building blocks. Jeremiah & his team delivered the information, structure and opportunity to help me make this my best year as an advisor.”
– Scott
“[This] resulted in making the fire in my belly go up 100 times - let me translate that to energy level! I expect to earn $100,000 more because of this.”
– Henry Levine
“My first conversation using the framework is moving to a sale - $5000 this year in fees, and total $50,000 overall in lifetime value. This year I'll add an extra $200k - $300k in NEW business from this program.”
– Alberto Diez
“So grateful! I just had my first $40,000 month!”
– Angela Ruff
“I had my best month on long term care sales ever. I sold four large long term care products.”
– Michael Wilson
“Over the past 6 months,, I was able to bring on 4 new clients with Assets Under Management totalling $6.6 million. This translates into about $50,000 per year in ongoing annual revenue. Score!”
– Scott O’Brien
“I had about $1,000 in the pipeline when I first started. I now have approximately $50k in the pipeline.”
– Bruce Kuczinski
“This not only adds tremendous value to my practice, but I know that a good five-figure difference is made every year as I continue to grow and evolve, even after almost 20 years as an advisor.”
– Bruce Elfenbein
“I am attracting quality prospects through LinkedIn generating consistent closes weekly of $9000/close. This has allowed me to actually enjoy my business again because I am helping people change their own life.”
– Jen Barnett
“Today's my 72d birthday and I'm laser-focused and driven. I'd even begun considering selling my practice; now I'm passionately loving what I do again and can't wait to help even more people live better lives with less financial stress. Best training I've had in 23 years in the industry!”
– Bill O’Donell
“My life went from working 6 days a week making between $250k to $300k per year. I now work 1 to 1 1/2 days a week and make over $1M per year. It has literally changed my life.”
– Gene Bond
“I now have a list of over 16K prospects for my target market.”
– Kevin Reidinger
“I can point to an increase of over $125,000 in income. I love the program!”
– Jeffrey Morrison
“Advisorist, I say “Thank you” for helping me generate $50,000 in new commission!”
– Leo Largoza
“[Advisorist] has changed the course of my business and, more importantly, my life!”
– Marc Tomei
“On slow weeks it's 2 -3 appointments. Busy weeks can be as much as 10 - 12.”
– William Goldman
“15 to 25 messages a day is not uncommon! I literally just set it up exactly the way they told me.”
– David Seldon
“I will build my network to 10 to 20k people over the next 2 years.”
– Jim
