Testimonials

Dan Sullivan. Marie Swift. Features in MDRT, FA Magazine and Advisor Today (to name a few). To boot, our co-founder Michael Palumbos was the Winner of the 2019 PlanPlus Global Financial Planning Awards.

Here's what industry pro's and our own advisors in the "Network" say about us.

 

"I've had the CWA Network on my radar for a number of years but only recently had a chance to take a closer look. I've been impressed with the tools and resources that are available for financial advisors who want to shore up their skills and improve their value proposition. The conversations I've had with the two advisor masterminds behind the CWA Network, John Enright and Michael Palumbos, have solidified my thinking and created an even more positive impression. These tested-in-the-trenches strategies can create new marketing magnetism for any advisor who decides to jump in and get more serious about applying the CWAN principles."

Marie Swift
President & CEO, Impact Communications, Inc.

"I've looked at and been through almost every major coaching program out there...and this one starts you where everyone else drops you off." 

"These guys give you the tools you can't get from anyone else.

My broker-dealer is really good at showing you how to open and close a sale, but they don't do anything for us in the middle.

This system gives us backup information, checklists, monthly coaching calls that fill in the gaps.

John & Mike are GREAT. They always answer any question that I have. Call them up - they're here for you. I think that's what every advisor wants - someone to answer the questions they have that no one else seems to be able to".

"When I started using the CWA’s Practice Management Blueprint System, I was really concerned that it wouldn't work for my clients...mostly young adults like me, in their 20s and 30s, and they really didn't have any wealth yet.

Today, I have over 35 clients paying an annual fee for the Custom Wealth Inspection, product sales have increased because the system uncovers more areas than I was finding on my own, and I am getting about 4 new prospects calling in to my office every month.

I know it's because other advisors are not delivering the experience that I am, thanks to the CWA planning process".

"The CWA Network has helped me experience increased confidence, value, knowledge and capability. It has been so much easier now and to give you actual evidence, I’ve already exceeded by 50 percent the amount of money I brought in fees from last year to this year alone. So, thank you CWA Network for everything you’ve done for me. I really appreciate it".

"When I first heard John speak, I thought 'who is this guy!?' who has people calling up HIS OFFICE all the time. I would strongly recommend anybody that’s interested in taking care of their clients to a greater degree to look at this system". 

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