Legal Disclaimer: Everything that I share below may be true for these clients, but I cannot guarantee that you will be able to achieve the same or similar results because I cannot control what you do with the information. 

WANT TO KNOW IF THIS WILL WORK FOR YOU?

LISTEN (OR READ) TO WHAT 50+ OF OUR CLIENTS SAY BELOW...

Tim H. - Financial Advisor shares how he acquired a new $25M client:

Larry T. - Financial Advisor talks about how he generated $10M in his first 6 months:

Jennifer K. – Financial Advisor - "When I first started working with Dr. Len Schwartz and his team, 3 big successes came in my first 3 months. An Accountant became a client of mine, and I acquired a $25M new client."  

Karli - Financial Advisor tells how she generated $10MM in new business from referral relationships. 

Steve A, Financial Advisor - For the past 15 years...I tried everything else on the past to market myself. I started working with Dr. Len Schwartz because I was referred by a friend.

 At this point, 100% of my meetings were perfectly set up. 

I acquired $3.5M in my first 4 months."

Ed  - Financial Advisor says, "If you want “Whales“ as clients, you are going to get them from COI‘s." 

Jesse L. – Financial Advisor - There was one week where I met with a new CPA every day. I met with 10 so far in my first few months. One CPA referred a HNW new client to me during our very first meeting. It was an $800k referral! Another referral was for a fee based client that called me the day after I met with a CPA. This is just the beginning and having these referral relationships a no-brainer for me. The Expert Positioning that Dr. Len taught me on the first call was incredible. I was blown away! At the end of the day these referral relationships are going to help my business 10-fold. These are referral sources for life. 

Adam S. - Financial Advisor talks about how he received 10 referrals in his first month:

Paul D. - Financial Advisor talks about how us used Dr. Len Schwartz's "reverse-the-chase referral relationship process" to possibly secure 20+ CPA/Accountant referral relationships, and potentially receive $15M+ every year in referrals/new clients.

Justin L. - Financial Advisor - "In less than 60 days, I now have 27 CPAs I'm setting up and/or working with as referral relationship partners.

And I've already received 3 referrals".

Violetta - Financial Advisor talks about how she is going to receive Millions of dollars in AUM/year:

Mark K. - Financial Advisor - “I am positioned to receive referrals 

(20 – 40 HNW new clients per year) and new business 

for the rest of my practice life"

Trevor S. - Financial Advisor - "I'll make 100k off of each referral relationship every year" 

Larry - Financial Advisor - Already in the business 37+ years is a Top 1%er and already earns $1M+ per year in income. He added this strategy to DOUBLE his income WITHOUT having to market or prospect for new clients.

Greg J - Financial Advisor talks about how every Referral Relationship he has works with HNW clients:

As Seen On...:

Frank S. – Financial Advisor - "I joined your service in order to jump to the next level of practice and income. I have established 13 referral relationships in less than 3 months and will generate a significant amount of business as a result of your program." 

Dr. Houchin - "Since I started working with Dr. Len Schwartz, I feel like my new patient potential is unlimited.”

Chip G. – Financial Advisor - "I received 2 referrals so far – and one was a CPA I met with. I expect these referral relationships to generate $2 – $4 million every year.”

Dr. George S. – Chiropractor - "Dr. Len Schwartz has helped me 2X my practice, income and new patients...And, in my first 6 months, I acquired 10 new patients/referrals from other doctors.”

Financial Advisor Cheryl talks about, “The Expert Positioning has changed everything for me. Long term referrals will be substantial."

Financial Advisor Alex K says, "I expect to generate $300,000 in additional income every year

Lauren G - Financial Advisor - "I’ve been working with Dr. Len for over two years. The quality of the meetings, and the referral relationships I’ve established has been outstanding.” I have a $10,000,000 referral deal in the process of being referred to me. One of the attorneys I work with already sent me two high net worth referrals. One of the attorneys I work with also asked me to handle his fathers estate, and asked me to manage his mothers money. In just the last month, I brought in $3 million of AUM.” As a result of all of the referral relationships, I’ve established, I’ve also noticed my reputation has penetrated the community in a much bigger way. Dr. Len Schwartz helped me acquire a $10M referral from a COI...and a $3M new client in one month."

Dwight Wanken: - Finanical Advisor - "After 28 years of practice, I needed a new marketing effort to help me get the ideal clients I wanted. In my first 30 days in the program, after a first meeting with an Estate Planning Attorney, I received a $1,000,000 referral/new client. I used the Expert Positioning Dr. Len gave me and it worked perfectly. The expert positioning helped to differentiate me."

Allan L. - Finanical Advisor - "I expect to receive an extra $700,000 per year as a result of my new referral relationships." 

Rene C.,- Financial Advisor - "In my first 6 months of working with Dr. Len Schwartz, I generated $15M."

Rick M - "After 4 months, I’ve had 8 meetings (with COIs) so far and have at least that many booked for the near future. One of the CPAs has already sent me a client after the very first meeting...and that will be worth at least 10k – 15k over the next year. One of the Estate Planner I met with has 60+ Attorneys in his firm...we’ve already had lunch twice after our first meeting – He is going to become a client and has agreed to set up a dinner with two of the original partners and 6 of their top clients. That should generate millions. The Expert Positioning Dr. Len gave me helped me present myself and what I do in a succinct way and has worked marvelously. Finally, do not think this won’t work.

Dr. Ron S. - Chiropractor -"Working with Dr. Len Schwartz, I had marketing in place that helped me 2X my income and patients. In fact, there was one month were I had 45 new patients!"

Dr. Josh Y. – “Since working with Dr. Len Schwartz, we went up in services, collections and income across the board. Dr. Len Schwartz has helped us take it to the next level. I am getting an extra 10 new patients per month." 

Financial Advisor Kevin talks about, how he acquire 4 HNW new clients and $50,000 in net income in his first 3 months

Zach - Financial Advisor - Talks about how he is using this strategy to attract better clients for the long term, by working smarter, not harder. 

He expects to generate 100,000:1 ROI  

Dr. Ted S. – Chiropractor - "I started practicing 27 years ago and wanted to get out of the ups and downs of practice. Working with Dr. Len Schwartz, I 2X my practice. I even acquired 27 new patients in one week.” 

Shana - Financial Advisor says her Referral Relationships will likely generate $1M every other month.

Dr. Miguel M.- Chiropractor -"I grew 25% working with Dr. Len Schwartz. I have a lot more time and freedom now too. And, I am enjoying a lot more fame in my city.”