RESULTS from a few Trusted Advisors using the Values-Based Financial Planning book process.

"We are using the Values-Based Financial Planning books with ideal clients and referrals. We just received 12 qualified referrals from one client and 90 qualified referrals from another client. We follow-up after the books with the Values-Based Financial Planning newsletters."

--Donald Tharp

"As a result of using the Values-Based Financial Planning book and implementing what I learned at the Values-Based Financial Planning™ Academy, I am in the process of receiving a $2 million dollar advisory account. They are a couple in their 30's that have a $5 million dollar net worth. They have paid me $2,000 to write their plan. My annual recurring revenue will be $20,000 to $25,000."

--Chuck Putney, CFP

"When I schedule an appointment with a client who fits my ideal profile, I always send of the Values-Based Financial Planning book with my personal foreword included. I send out a referral sheet two weeks after I meet with these new clients where I get their thoughts on the book. I have received about 10-20 referrals per person! Writing a foreword and using this book as a referral tool has been instrumental in helping me secure many new ideal clients. Of the people who have received the Values-Based Financial Planning book, 92% of them have become ideal clients."

--Mark Little

"I have given out 3 of the 50 Values-Based Financial Planning books to referrals. The first one was 'text book.' They read the book and were excited to meet with me. They paid me $2,600 to do a plan. They will generate about $6,000 annual recurring revenue. The one new client more than pays for all 50 books I purchased, and then some."

--Gerald E. Gasber

"I gave an attorney a copy of the Values-Based Financial Planning book and he liked it so much that he gave me 14 qualified referrals. What an impact!"

--Buzz Hankinson, CLU, ChFC

"I know I'm over $60,000 on the clients from the Values-Based Financial Planning books."

--Frank Briseno

"The Values-Based Financial Planning book is the single most powerful marketing tool I have ever used."

--Nic Dilasser

"I have given out 280 of the 500 Values-Based Financial Planning books. One new client will generate approximately $10,000 in first year revenues and $7,500 in recurring revenues. Second new client will generate approximately 8,000 in first year revenues and $5,000 in recurring revenues. One of these new clients certainly pays for my investment and then some."

--W. John Hansch