This new DVD set provides the training and tools you need to

attract affluent business owner clients who write six-digit investment and insurance checks

develop a cadre of loyal clients that pays a fee to do business with you because they trust you.

Our proven learning system can teach you

How to get wealthy business owners to call you.

How to offer simple solutions to complex problems.

How to get 20 wealthy business owner clients in two years.

How to create a mountain of recurring income.

This informative 2-disc set describes techniques that have been developed and tested by Thomas E. Houck, CPA, CFP^® and his team.

Disc 1: Marketing Financial Services to Wealthy Entrepreneurs

Disc 2: The Workbook for Success
(you also receive a detailed workbook for your personal use)

The DVD enables you to see the master at work and hear his explanations first-hand. It also allows you to review and practice each technique until you have made it your own.

"The most interesting and applicable presentation at the Expo this year. Thank you!!"

-R. Reed, CPA Business Advisors, Satellite Beach, FL