Ronald Jones, Irongate Wealth Management

I was pretty discouraged before working with Stan. My prospecting activities were not very effective and I was uncertain about what to do or say.

Then Stan helped me target a niche and develop a prospecting plan. I found it very helpful when we focused on using scripts for prospecting, following up and getting appointments. I knew exactly what to say and I started getting better results. This was a big boost to my self-confidence.

I recommend him to other financial advisors and small business owners who want to take their business to the next level.