Thank you for the dynamic, simple principles you shared with me and others at the Found Money Management™ Boot Camp two weeks ago.  Yesterday I made my first calls to share the FMM principles with an existing client, a referral, and a friend at a property and casualty agency I refer business to here in town.  And, I'm batting three for three because I used the questioning techniques you taught me.

After my first telephone coaching session with you this morning, I met with a gentleman whose situation you and I had discussed.  After answering his questions about an old whole life policy, I asked him if he had anything else he wanted to discuss and he opened up to tell me about his financial situation.  I asked him the basic 5 W's (Who, What, Where, When and Why) and how he felt about his current situation... The result is that we are meeting next week to discuss his IRA (held in cash currently) and money market investments which he will consider moving into a Fixed Indexed Annuity.  He was utterly amazed when I described in general how these products work.

I also scheduled a meeting with a client to do a fact finder and review the FMM concepts such as Home Equity Management, which he and I had briefly discussed prior to my attending the Boot Camp.  He was anxious to get together.  He and his wife are believers in cash value life insurance, have debt and a desire to get rid of it.  They also want to put away more for retirement.

Then, I met with a P&C agent and went thru the IRA & Qualified money five minute idea, which I copied from you and the response was funny.  She said, "Why would anyone put money into an IRA or retirement plan," just like you said it would happen, exactly.  She asked me if I would meet with her and her husband, and could I help here daughter and soon to be son in law to get off on the right foot as they already have substantial debt.

I look forward to sharing the results of these and many more appointments in the very near future.  One new client from any one of these appointments will easily cover the investment I made in the Found Money Management Boot Camp.

Thanks again for helping me simplify and focus my business by helping me understand how I can immediately help my neighbors get out of debt and live truly wealthy.

Congratulations Mark!  And, Thank You!