Testimonials

I appreciate Frank Horath and the ClientFirst Social Security coaching programs. Social Security planning has become the “new lifeblood” of my incoming client pipeline. From my public workshops, I have opened 5 new family households during the last month or two. The largest household being in excess of 2 million in new assets. All this and more to come, as I haven’t even completed all the follow-up appointments.

~Steve Nielsen, Arizona

 

Frank Horath has helped us develop and enhance our Social Security income planning coaching program for our Medallion Financial Distributor affiliates. Frank has been very responsive and service-oriented toward the need of our advisors. We are pleased to provide deep resources, such as Frank and the ClientFirst tools, to help our advisors grow their practices.

~Michael Rossi, President, Medallion Financial Distributors, Ohio

 

The Social Security canGROW Your Practice tool kit is one of my tools of choice that I enthusiastically pass along to advisors I coach within our SMC advisory RIA. ClientFirst is also an open source resource for objective Social Security income planning software solutions.

~Larry Qvistgaard, California

 

I get a very nice 5 – 5.5% direct mail RSVP response rate from my Social Security seminar invitations, from the ClientFirst Social Security tool kit marketing materials. I continue to develop a strong reputation in my community for being the local go-to Social Security income planning financial specialist.

~David Stangohr, Kansas

 

I have consistently filled seminars with the ClientFirst Social Security tool kit system. It has been one of my primary gateway tools for building my practice. He also has presented several excellent webinars to Financial Advisors within our linked in group, Insurance Marketing Masterminds.

~Colin Meeks, Maryland

 

Frank and ClientFirst have assisted me down the Social Security income planning path. I regularly use the ClientFirst Social Security tool kit to enhance and build my practice. I recently closed a very nice new six digit household resulting in a bump in both my fee and transaction-based business. I continue to engage clients and Centers of Influence on this topic and draw nice numbers of attendees to my Social Security seminars.

~Denise Grace, Michigan

 

By using the tool kit and Frank’s coaching, I now speak fluently, and with more conviction, to my female clients on the extreme importance of Social Security income planning to boost their retirement income stream. And, it’s helping us add more and more new relationships and assets all the time.

~Heather Stiles, CPRC, California

 

From our most recent Social Security seminar, using the tool kit materials, we added more than 2 million dollars to our prospective client pipeline.

The ClientFirst Social Security coaching services was a complete eye-opener for me; I hadn’t realized how significant social security optimization could be for our affluent clients. The system has shown me that this aspect of financial planning is an essential component in our private wealth management practice.

~Trevor Strudley, MBA, California

Frank Horath has helped us successfully implement Social Security income planning into our practice. We have used his practice management and marketing tools, software resources and guidance. Social Security income planning adds significant value for our clients.

~Carl & Linda Gardner, Blue Heron Capital, LLC