America's First Financial Information

There are four fundamentals to earning the kind of mental real estate great brands own: 1. Treat people with respect. 2. Be a specific kind of different. 3. Always be consistent. 4. Be honest & authentic What do those four things mean? They mean everything we already know, but most advisors ignore them for some reason. For years advisors have been trained to be all things to all people, yet common sense tells us that specialists make more money and are always in more demand. Advisors shouldn’t be everything to everyone because being true to your people is more valuable than being available to the masses. That is why our founder, Don Quante, has developed a niche client acquisition system geared to help advisors stay relevant in today's digital world. By adopting our systems advisors are able to carve out a healthy chunk of their market by being sought after for a focus and expertise, on and off the screen, not for being all things to all people. Our mission is to build advisors intelligent brands that provide intelligent people products that solve real problems. It’s using storytelling as a device to stop prospects in their tracks and get them to schedule a consultation on the two most important topics on their mind: 1. Making sure their money doesn’t die before they do. 2. Paying for long-term care without going broke in the process. By positioning our advisors this way they are able to provide asset-based solutions and see significant opportunities for high net worth, loyal clients.