Carter, I am now seeing all the finished work your people have done to our website and marketing material. I wanted to say to you “JOB WELL DONE”. In my 42 years in this business this is one of the most impressive programs I have ever seen. Our team is having discussions of how to handle the volume we know this program will generate. Again, thank you for letting us be part of it.

Dear ePIC Team, I just completed the witnessing and notarization with John and Martie in my office at 3:30 pm CST today. They are happily on their way to Spain tomorrow for about 30 days. They were both over the top with tremendous enthusiasm speaking about how amazing the Outsourced Estate Planning Team was during their Zoom meeting yesterday. On a scale of 1-10, they ranked both of you at about 1,000! They have some family members they are referring to us as soon as they return. I very much appreciate all of your hard work and efforts to create their trust in record time.

Carter has shown a sincere interest in my success personally and professionally, and he has been committed to utilizing both technology and sophisticated high-level strategies that can help me to have meaningful conversations with virtually any demographic of client - that means I can scale and position myself more easily with higher net worth clients. Utilizing this approach helps me to position myself as a true advisor with unique skill sets, rather than just a seller of products and services which eventually commoditizes the process and ultimately results in fee compression.

I had my first group of seminars this past Thursday and Saturday.

261 registered and 201 showed. (77%)
21 appointments and another 40 are saying call me to schedule on their green sheets.

Really happy with those results!!