“Being in the financial services business since 1991, I’ve seen a lot of partners come and go. I was fortunate to be the first million dollar producer at then Banc One Securities and this past year production was over two million. For years, my firm has attempted to introduce various insurance types to expand into my business. In almost every case, I was not comfortable placing these individuals in front of potential prospects.
Mainly due to presentation skills or just not appropriate for HNW clients. Fortunately, I met Jeff Craig who exposed me to various concepts that would organically add growth to my practice. Jeff was very patient with me and invested significant time in going on various calls without much success. However, as I became more and more versed in the specifics and understand how these strategies figured into my clients best interest...success was overnight. In 2006, my practice generated over $500k in insurance business and we owe it all to Jeff and his dedication.”
SVP, Financial Institution