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Testimonials
Last year I had a prospect that had an unusual question about a Roth conversion and re-characterization. I did not know the exact answer and I was in a time crunch.
I contacted Denise Appleby via email and she responded very quickly with the answer.
This saved me a lot of time researching the answer but more importantly Denise Appleby helped me gain a new client that eventually moved over half a million dollars in AUM and insurance products to our firm.
Denise Appleby is one of the premiere advisor resources in the IRA industry.
Steven G Johnson, Director Retirement Solutions Group, Inc.
www.RetirementUpdate.com
I purchased the Appleby Cheat Sheets last year and have found them very valuable and useful on numerous occasions. They have been particularly helpful when I am with a client or prospect and the client/prospect has a question about something specific. Even if I know the answer I still pull out the Appleby Cheat Sheet in front of the client. It is a great third party piece to let the client/prospect know that your information is correct.
Steven G Johnson, Retirement Solutions Group, Inc.
Williamsburg, VA
"Denise I received my cheat-sheets in the mail and just had to drop you a note to let you know how great these are! I keep them in my top desk drawer - always ready!
Great idea, very handy! "
Darrell W
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