What Attendees Are Saying...

“I just picked up a new $1 million account, because I talked about issues that my new client’s other brokers had never mentioned to her.”
- Douglas A. Stewart

“5 Stars”
“I’ve never been more excited, motivated to learn more, or informed as I was during this 2 day seminar!”
- Sandy Lashbrook, Sr.

“I did a half million dollar rollover last week only because of your program. The client called her broker, asked the question I asked her, and he replied, ‘I never heard of that. I better do some research and check that out’. At that point it was too late. The next day she signed rollover papers in my office.”
-Hal Rogers, CFP

“Any advisor trying to compete for IRA rollovers/transfers without Ed’s training has no chance against those armed with the knowledge gained from his workshop! After attending Ed’s first IRA Distribution Training, I incorporated some of Ed’s training into my Senior Workshop, which immediately changed the way many attendees looked at their current advisors and improved my appointment setting ratio by at least 30%! Many attendees initially only wanted a ‘review,’ but after discussing their IRAs using Ed’s training, they became clients! I’ve closed at least 5 IRA transfers I would NOT have closed without Ed’s training, for about $850,000 in premium, and over $40,000 additional commission!”
-Nora L. Hartquist, Hartquist, Meisel & Noblet, Ltd.

“If financial planners implement just two of Ed Slott’s strategies they should be able to make more money than any sane person would want to spend.”
-James Lange, Esq., CPA