Build a Flourishing Wealth Management Business

Fill Your Pipeline with 99
Well-Qualified Investment Management Prospects
in the Next 12 Months!

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Add $5 to $20 Million of New Assets
Each Year!

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Success Stories

“It’s only October and by using Steve’s Visionary Advisor process I have brought in over $22 million in new assets so far this year. That’s 4.5 times more money then I raised in any of my previous 21 years in the industry. After two decades in the industry I thought I had seen it all, but now I’m more excited and energized than at any point in my career.” — George W, Princeton NJ


“I streamlined my business, cut my client base in half, and added $100 million in new money in the first two and a half years of Steve’s consulting program. More importantly, I’m enjoying my business and my life more than ever.” — Barry G, Glendale, CA


“I landed two accounts totaling over $5.5 million in new assets in the first 90 days of starting Steve’s consulting program.” — Ray S, Dayton, OH