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Charlene Woit
Insurance Broker & Wealth Management Specialist
You will absolutely get value from taking this course with Wes. Wes takes all of his years' worth of experience and shares it with you to grow your practice into something very detail oriented, that every single advisor should be doing for their clients. Wes has shown me new investment strategies, as well as a repeatable process that I can implement within my office to offer my clients the complete financial planning experience that they deserve. I look forward to continuing to learn from Wes in the years to come.
Derek Schaefer
Financial Advisor, Northern Asset Management
With Wes, you definitely get what you pay for. At this point, I’d say we’ve gotten even more than what we’ve asked for. He’s helped put in repeatable systems that guarantee every client experience has the same groundwork and can be built up from there
Warren White, B.A Econ
Operations Manager, HSI Financial Group Inc.
I have been fortunate to work with Wes for over 25 years. He has built a thriving financial planning practice and can offer a wealth of knowledge to anyone looking to take their business to another level. Wes’ vision and perspective on how to properly grow a practice while continuously providing unparalleled service to clients is both unique and incomparable. His guidance, insight, and leadership have provided the foundation for our business success, and I look forward to our continuing association!
Clay Lindsay
Owner, Lindsay Financial Solutions
In working with Wes I have been able to add a more structured approach to my business. I am implementing a repeatable process for both my associate and myself to follow with clients and each other internally. This has improved our efficiencies and our interaction with our clients. Wes has also helped us improve our knowledge base and provided additional ways that we can better serve our clients. We now have more structured conversations and communications with our clients starting with an initial meeting, a red carpet rollout, and a financial checklist to make sure that we have touched on everything with our clients. The clients are seeing the added value that we are providing for them and it is opening up additional opportunities with our clients and it’s making us more referable.
Devon Cheema, B.B.A
Financial Strategist, HSI Financial Group Inc.
We’ve experienced accelerated success as a result of Wes’ coaching. With Wes’ 38 years of experience, he’s just about seen it all, and being able to receive coaching from someone with that much experience allows you to grow at a rate you simply wouldn’t be able to if you went about it on your own. His ability to look at everything from all angles. Wes can look at the “whole picture” from 10,000 feet up but he also sees the extreme details and ensures nothing is overlooked. This applies to everything he does (running a business, reviewing client plans, etc.)
Blake Carruthers CFP, B.A. Math
Financial Strategist, HSI Financial Group Inc.
With over 38 years of experience, Wes knows what good clients want – great service and solid financial planning. He’s helped us achieve both while putting us in a strong position to continue growing. Wes has taught me how to be relentless, yet respectful in pursuing new business while producing quality leads from existing clients. A master of the seminar, Wes has something to offer every financial planner or advisor when it comes to communicating your value to the clients that drive your business.
Andrew Owsiak, B.A. Sociology
Client Services Manager, HSI Financial Group Inc.
Wes has an extensive knowledge base that goes far beyond investments. After working with Wes, I have learned how all the different aspects of a financial plan work together. He has taught me that, although important, there is much more to financial planning than investments. The detail and effort Wes puts into a client’s plan are second to none and he leaves no stone unturned.
Craig Jensen
Advisor, Next Level Insurance
I was working towards continuous improvement, but Wes sped up that process by transferring years of valuable industry experience. The greatest value I got out of working with Wes is understanding the value that an advisor can provide to clients by offering an all-encompassing experience that is not found in the industry at such a high level
