See What People Are Saying About this Course

The course is very well thought out and fantastic information

"You really have incredible insights as how this industry works in terms of the 401k rollover market and what advisors are up against. Basically the stuff you don't learn from the wholesalers. The course is very well thought out and fantastic information. We are so excited we are creating a marketing plan around your course because we feel no one else has this information. We also feel the course will be extremely useful in working with those retiring. Also, we feel that we can now give our clients information that never before we could have given them. Basically we were able to become experts in short order."

   ~ Jay Weinstein - Financial Planner With 15+ years experience, Allegiance Financial Group

Know your enemy is a strategy promoted by successful battlefield generals.

"I have taken 3 IRA courses from the main IRA gurus around the country. Ed Slott, Barry Picker etc They provide a lot of technical information about IRA's, but your <<insider>> information has got to be priceless to anyone trying to figure out how to actually get started and succeed. Know your enemy is a strategy promoted by successful battlefield generals. Your course really points out the <<enemy>> we independents are up against and that can only improve out odds of succeeding. Thanks Scott."

   ~ Richard Curnow - Independent Advisor

I have already received a 1248% return on my investment in the program

"There are two ways of learning, your own experiences and the experiences of others. Scott reveals his knowledge he acquired from being on all sides of the rollover transaction in this excellent material. If you're in the financial services industry this is a must have. I just rolled over a 350k Franklin Templeton 401k and am now battling a no-load record keeper over a 600k 401k. Both are the result of the Rollover Coach program. I have already received a 1248% return on my investment in the program."

   ~ Jesse Black - SMS Independent Advisor

From prospecting to questions you must ask, Scott covers the whole spectrum

"What an education! This series is a must listen for anyone who is serious about cracking the 401k rolloer market. From prospecting to questions you must ask, Scott covers the whole spectrum! The section covering age 55 separation from service allowed me to teach our family financial advisor how to handle our personal rollover and saved us nearly $100k in unnecessary taxes. This information is past informative. It's actionable. Get it now!"

   ~ Charles E. White - Senior Regional Vice President - W&S Financial Group Distributors

Your program helped me acquire a small rollover

"Your rollover program has been very helpful to me. By listening to your program I was able to learn enough that a new physician client found it very impressive. Your program helped me acquire a small rollover but also opened up several million dollars of outside money. Thanks Scott."

   ~ Mr. Robert Toth.  Tri-Star Financial

The information I learned thus far will help tremendously

"I finished the course last week.  When I opened your package I plugged in the first CD and followed along with the book.  It was so interesting I went through 6 segments.  I finished the rest of the segments in the following few days.  Some of the information I was familiar with but the knowledge of how the wire houses and major investment companies and how they work was very enlightening.  A few days ago I educated my client about how the investment companies try and hold on to their money.  My client actually said <<well it's my money and I'll do what I want with it>>.  The information I learned thus far will help tremendously.  I will be going over the material again.  Thanks for insight."

   ~ John J.   IL

"If you have any interest in getting in on the potential windfall of rollover business, seriously consider making the rather small investment in Scott's rollover coach course. Your eyes will be opened to a world that I am sure many of us never knew existed."

   ~ Christian Halas, Halas Consulting (Venn Wealth and Benefits RIA)

Its a must for any serious financial advisor

"Where have you been all of my life! How many times could I have used this information in the past, but thanks to you I have it for today, tomorrow, and the rest of my life! The <<Rollover Coach course>> certaintly makes it easier to move to the next level. Perhaps there are those that have found their way to <<the next level>> without the aid of the course, but why try when you can be propelled there much faster with the information from this course. Its a must for any serious financial advisor!"

   ~ John P. Howell

"Your material was very helpful in initiating a rollover out of Fidelity last week. Thank You Scott."

   ~ Robert McKinnon, CFP®

The client was happy that everything went so smoothly

"The module in your course about processing rollover gained me some extra credibility by knowing about the no-loaders tactics and the client received funds in a little over a week. The client was happy that everything went so smoothly. Thanks for the heads up on countering this particular tactic that you taught in your Rollover Coach. Great info to know what the opposition is up to and be prepared help the client avoid the typical hassle of their delaying/defensive strategies. "

   ~ Mark. R. 30 years experience