Meet Jeff Dietz
Financial Advisor | Tax-Free Retirement Specialist
Before working with us, Jeff had already spent years trying to build momentum. He poured time and money into networking and Facebook ads—none of it leading to meaningful ROI.
“I’ve done a lot of Facebook advertising. More than I care to remember. It’s been very expensive and very fruitless.”
What changed everything?
Having a proven system to connect with the right people—at the right time—in the right way.
The Result?
Jeff closed two clients worth a combined $71,000 in pure profit, including a $500,000 annuity tied to a guaranteed lifetime income plan. One of those clients was someone he met through our system just six weeks prior—and never would have encountered otherwise.
“That client alone is going to be worth about $59,000 in profit to me.”
These weren’t small wins. They were clear, high-margin cases using tax-free retirement strategies—Jeff’s specialty.
And they weren’t one-offs either.
Jeff now consistently averages 6 to 8 qualified meetings per month, with a calendar full of high-income engineers and IT professionals—the exact niche he’s positioned to serve best, thanks to his own technical background.
How He Did It
Jeff leveraged our system to:
Because Jeff isn’t just selling products—he’s delivering real retirement planning to people who understand the value of strategy.
“These are $20K, $50K, even $125K premium cases. But without this system, I wouldn’t even be meeting them.”
Why This Matters for You
Jeff didn’t chase volume. He didn’t rely on luck. He got clear on his niche, used the right message, and followed a process that works.
The best part?
He’s now able to cherry-pick who he works with—filtering by geography, profession, and need—while building deeper trust with a high-quality audience.
If you’re looking to move away from high-cost, low-return marketing and start landing profitable clients who respect your expertise, Jeff’s story is proof that it’s possible—with the right system in place.
All Rights Reserved © 2025
EARNINGS & INCOME DISCLAIMER:
All testimonials on this page are from real clients. The results shown are averages and do not guarantee similar outcomes. Case studies show average or above-average results, not guarantees. Individual results vary due to factors like effort, business dynamics, and market conditions.
Advisorist provides sales and marketing consulting services and educational resources designed to help businesses improve their results. Success in business requires dedication, effort, consistent implementation, and numerous other factors unique to each individual and market conditions.
DISCLAIMER: Advisorist cannot and does not make guarantees regarding your ability to achieve specific results, earn money, or replicate the results of others featured on our website. The success of our clients is a result of their own experience, education, effort, dedication, and application of learned strategies. All testimonials and case studies presented on our website are individual experiences and are not intended to represent typical results. Due to the sensitive nature of financial and business information, we do not track or verify the typical results of our clients.
Advisorist does not provide professional advice in areas including, but not limited to, legal, financial, tax, medical, or accounting. Any information provided by Advisorist, whether via website content, educational programs, training, or consulting, is for informational and educational purposes only. You are solely responsible for your own actions, decisions, and results, and you should consult qualified professionals before making significant changes in your business or personal life.
Any references to financial figures, earnings, results, or outcomes are illustrative of concepts only and should not be interpreted as promises, guarantees, or expectations of exact or future performance. Individual results will significantly vary based on numerous factors outside Advisorist’s control.
Advisorist is not affiliated with Facebook™, Google™, YouTube™, Instagram™, LinkedIn™, Microsoft™, or any other third-party platforms mentioned on this website. This site is not endorsed or sponsored by these platforms in any way. All trademarks referenced are owned by their respective companies.
We use cookies, including third-party cookies, for website functionality, analytics, and advertising purposes. To learn more about our use of cookies and your cookie choices, please refer to our Cookie Policy.
This website is operated and maintained by Advisorist, and your use of the website is governed by our Terms of Service and Privacy Policy. All material on this website is protected by copyright law, and any duplication, reproduction, or unauthorized distribution of content is strictly prohibited.
By providing your information, you are giving Advisorist permission to contact you by mail, phone, text or email using automated technology to the data provided, even if the phone number is present on a state or national Do Not Call list. We do not sell your personal information and you can withdraw consent at any time. By submitting this form, you agree to our Privacy Policy & Terms of Service.