Testimonials

"Greg Powell and his team are leaders in our industry … [they] are role models of how this business should be managed in the new millennium."

--D. V., First Vice-president, Director of Financial Planning

"Of the thousands of brokers I know, Greg brings an intensity and energy to our business unlike anyone else I've ever seen. Seeing Greg in action makes me believe there's nothing we can't accomplish!"

--S. M., Executive Director, Director of Affiliated Consulting Services

"Each of the three times that I heard Greg's presentation, I walked away with a new revenue-generating idea. However, I was most impressed with your humble demeanor and genuine willingness to share the wealth. Thanks for being a team player."

--J. S., Managing Director, Chief Operating Officer

"Very seldom do you find one person who is an outstanding financial advisor, speaker, motivator, and businessman. Greg very unselfishly shared his successful team plan and gave one usable idea after another. The financial advisers in my region loved his workshop."

--R. S., Executive Director, Regional Sales and Marketing Director

"The 97 advisers at lunch and 45 advisers at the Houston Officer's Club have been exceptionally vocal about your process, system, and experience being nothing short of extraordinary, with many already strategizing how to implement some of your ideas. I believe that you sharing these concepts and your 'Five-Star Ritz-Carlton' approach will be a step toward achieving your goal of 5,000 advisors improving their production by $200,000 per year ... just watch us grow!"

--K. R., Senior Vice-president, Wealth Consultant

"Once a client has gone through the process with Greg's team, there is nothing left to chance, you see the fruits of their labors in a consolidation of client assets, multi-generational relationships, and a willingness to offer."

--M. T., Vice-president, Branch Manager

"Greg has been a big help to our team, and I would add our firm, in understanding how to best position team members to provide first-class advice and service to our valued clients.

--D. S., CIMA, Senior Vice-president, Wealth Adviser, Senior Consultant

"I really enjoyed your story of the periodic investment table and the blue triangle forming Your [Financial] House, and that you periodically need to clean out the 'attic.' I thought that was an awesome way to explain portfolio reallocation in a simple and practical way that any of our clients could understand. I have already shared this with my team, and they were equally excited. Through the last three years, I have tried to live by your motto of setting myself on fire with enthusiasm each day, and you're right: People do come to watch me burn."

--D. M., CFP, CIMA, CHFC, Senior Vice-president, Financial Advisor, Senior Consultant, ICS, Estate Planning Consultant, Retirement Planning Specialist, Assistant Branch Manager

"Greg Powell's enthusiasm and wisdom toward building a professional financial advisery team truly jump-started my efforts as I develop my own team. As Greg was speaking, I couldn't take notes fast enough. While he shared the past lessons learned, I could relate completely because they were struggles my team is working through now.."

--M. J., CFP, CIMA

"Greg Powell's break-out session on partnerships was energetic, enlightening, and entertaining. It was great to learn how he built a very successful team. The audience loved him!"

--J. C., First Vice-President, Learning and Development

"I liked the '24 hours in a day' referral idea, where you tell your client your day is filled with spending time with your family, serving your clients financial needs, or marketing for new business--and you really don't want to reduce either of the first two to focus on the third. In addition, the idea of likening the investment portfolio to home construction with the paint chips as the periodic table and the attic where you rebalance from time to time was great. It's this type of story telling that can make it easier for clients to 'see' the big picture."

--P. H., CFP, Senior Vice-president, Wealth Adviser

"You have [stood] in my shoes and you know what it takes. I thank you for your valuable time, and the fact we can surround ourselves with successful people like you raises the bar for me."

--R. K., Financial Adviser, National Sales Director

"Your dedication to your clients and enthusiasm for the business were inspirational and highly motivating. You're a gifted communicator, and I thank you for being so candid in sharing your proven business insights."

--G. P., CFP, Senior Vice-president, Financial Adviser

"Greg granted a magnanimous gift by tutoring us for an hour after the end of his work day. The advice is saving our team weeks of time that ordinarily would have been spent learning the hard way."

--R. R., Financial Adviser, Retirement Planning Specialist

"Greg, thanks for the help with our team formation. The items you shared with me were immediately implemented."

--C. K., Financial Adviser