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"I was introduced to Leap around 2002. I attended local Leap schools and went to symposiums over the years. Leap changed the way I view planning and I continue to use these concepts to this day. I remember meeting Al years ago and learning so much from him and am fortunate to get back together with him again more recently. He's even better than he was before!
If you are new to the planning business, or have much experience, you need to work with Al to find out what you've been missing. He is professional, helpful, patient. He is effective in teaching concepts, how to best utilize the Leap system and software, and with verbiage to help convey the concepts effectively to clients. More people need to hear what Al has to say."
Ian founded IM Wealth Partners in 2003 as is widely respected as their Chief Planner. Ian is invited regularly to serve as a guest speaker by numerous companies, organizations, colleges and universities.
"Al is one of the most engaging trainers I’ve seen in the financial services industry. He is able to connect with the attendees so that you feel like he’s been a lifelong friend.
Al is a master of his craft. He communicates in a way that you are writing down word-for-word what he says so you can share the principles with your clients.
After the training, you will be motivated and ready to engage current and prospective clients with ways to dramatically improve their financial position."
Craig is a Financial Advisor at Strategic Financial Concepts, Inc. who helps individuals, businesses and professional practices make a difference and plan for a more successful financial future in today’s ever-changing economic environments.
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