Financial Advisor picked up this story in an article they published titled “Reaching the Pinnacle“. It is always gratifying to be acknowledged for actually delivering on the promises we make to our partners.
The article highlights the experience of one of our earliest partners – John Peterson. John is a solo-practioner whose growth had plateaued without additional resources. He believes our program freed about 50-60% of his time and since joining the program his AUM has grown 10-15%.
We recently produced a video interview with John so you can get a better glimpse into his experience. If you have not seen it, check it out by clicking <here>.