Brian Code, ChFC,AEP,CFP®, Code Smith Financial, LLP, Tampa, FL (813) 287 8775

“Our firm was already well structured. Roger helped us tweak some of our systems to make us more efficient and more aware of our top clients. The real benefit we have seen in working with Roger and his program is our increased awareness of marketing, both marketing to our existing clients and marketing to good strategic relationships. If you’re doing well but feel that a little more structure and a little more marketing effort will make a big difference, then this is the type of program you should investigate. We can quantify our increase in business as a result of hiring Roger. He has sold the product and understands our issues.”

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