Testimonials
“Denise:
Just a note to let you know that your newsletter always brings me new business. I appreciate your well-written newsletters.
I would recommend them to anyone looking for another way to increase their business, without a lot of effort.
Closed a $428,000 case because of the newsletter.
Thank you so much, Denise”
Wayne S, TN
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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
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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
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