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Steve Stringberg
LPL Financial - Life Goals Strategies Group
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Kevin Reperowitz, CFP™
Independent Financial Partners Inc. - Sage Financial Group
This magazine has led to number of cases of getting new money placed under management from existing clients.
Michael Lynch, CFP®
LPL Financial
I have subscribed to American Lifestyle magazine for a few years now, and my clients tell me they have to flip a coin in their household to see who gets to read it first. I sent it to two clients who did not follow me when I moved firms; and within two years, both clients came over, and they said it was all because of the magazine!
Judy Steele
Steele Financial Partners
I get at least 2 new clients a year and they are always large assets, just from the magazine.