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Testimonials
Our service has significantly improved the lives of Advisors, and the success of their practices - here's what clients themselves have to say:
"...you have revolutionized my practice. I am managing money with so much more confidence than I ever had before. Your research and systems have taken much of the emotion out my decisions...thanks for your help in making this a good trading year for me and for helping me to gather more assets to manage."
S.R.
Financial Advisor
Kansas City, MO
"This service is a virtual goldmine! Couldn't have done it without you. Many thanks!"
H.M.
Financial Advisor
Baton Rouge, LA
""You've given me a new lease on my professional life! I have never felt more excited about my ability to help my clients. Thank you again for your time and great introduction to your money management programs. I am so excited about the future for my wife and I as well as for my clients. Thank you doesn't seem enough to show my appreciation to you but THANK YOU."
B.J.
Financial Advisor
Columbia, MO
"...I just want you to know I think your service is excellent."
C.J.
Financial Advisor
San Francisco, CA
"...your service is the best money I have ever spent in my career (and I have spent a fortune)."
D.M.
Financial Advisor
Atlanta, GA
"We've got hundreds of clients in your Calendar Effects program. To say they are happy is an understatement."
L.F.
Independent RIA
Seattle, WA
"Money's been flying all over the place around here - thanks to you...."
C.W.
Financial Advisor
San Antonio, TX
"EXCELLENT...JUST EXCELLENT!"
B.J.
Financial Advisor
Independence, MO
"Thank you. I know I have only been a subscriber for a couple of days, but so far you are providing Ritz Carlton service with FedEx speed and McDonald's pricing!"
M.D.
Financial Advisor
Dunwoody, GA
"Bill, as always, your insights are invaluable."
H.M.
Financial Advisor
Tempe, AZ
"You are the greatest and my #1 advisor. I can't believe you offer all that for no additional charge!"
C.B.
Financial Advisor
Colorado Springs, CO
"I have been very happy with your services and wanted to say thank you for all the work you do...! I have been picking up more than my share of new clients..."
B.J.
CFP
Baton Rouge, LA
"The most satisfying part of this job is helping people out. THANK YOU for helping develop/complete my strategy moving forward."
G.C.
Financial Advisor
Ladue, MO
"As far as Fund Source, no new additions because I am slowly eliminating that program and using your ideas instead."
V.F.
Financial Advisor
Sacramento, CA
"Thanks for the information. Your results really are amazing; not only because of the absolute returns but because clients would have avoided a lot of the emotional trauma of the last ten years. On Friday I made an educational presentation to the investment committee of a new institutional client which we acquired primarily because a related organization was down 12.5% last year while they were down 30%. I explained to them that, going forward when certain indicators flashed red, we would significantly reduce equity exposure. If the market goes up during that time, the result is a missed opportunity, but there will be other opportunities. If they stay in the market and it goes down, that is a real loss that is forever gone and one that will forever impact all future fund balances. Many thanks for your work and your responsiveness."
W.L.
Financial Advisor
Atlanta, GA
"I am impressed with your professionalism, your dedication to the task and your commitment to excellence."

"Your professional market data and personalized service combined with your weekly support on mutual funds ranking and retirement plan ranking...I could not live without it."

S.I.
Financial Advisor
Richmond Heights, MO
"For the first time in a long time, I actually had a client call and thank me for his portfolio gains...I'd like to thank you for encouraging me to follow your signals...it feels good to win!"
B.C.
Financial Advisor
Plantation, FL
"This is really good."
M.P.
Independent RIA
Ft. Worth, TX
"Bill...much appreciate the portfolios you sent me...VERY HELPFUL for what we do in retirement plans...THANKS FOR EVERYTHING!!"
G.P.
Financial Advisor
Memphis, TN
"You are doing AWESOME this year Bill...GREAT JOB! All bow to Dr. Sherman! I'll bet tons of people wish they had been more patient and understanding of your model. Again, GREAT JOB Bill."
K.C.
Financial Advisor
Lincoln, NE
"...very impressed with the new layout and information. It looks great. You are doing an incredible job at managing and reporting. I am grateful that you are willing to work with me..."
M.M.
Independent RIA
Clayton, MO
"We have several meetings lined-up for this month, and I have a seminar starting tonight with 28 people...I can say without a doubt that your investment philosophy is both needed and well-received in the current marketplace."
D.J.
Financial Advisor
Wildwood, MO
"...your presentation yesterday was one of the most informative either of us have heard."
B.A.
Financial Advisor
Grand Rapids, MI
"I'm excited about using your resources. It will help streamline my business dramatically." "I just wanted to send you a quick email thanking you for your investment strategy advice and guidance. I have not been a subscriber for long to your service, but the value you provide to me and my clients is outstanding. With these turbulent equity and bond markets we are facing you have a very difficult job, but the investment strategy has been spot-on. Thank you again for providing such a great service."
K.S.
Financial Advisor
Charleston, SC
"Congrats on your success. You are a valuable partner to our firm."
W.A.
Financial Advisor
Chattanooga, TN
"I think you have more financial acumen in your little finger, than I have in my entire body. I am humbled to learn from you..."
W.C.
Financial Advisor
Houston, TX
"Thank you! We are both very excited about the new custom reports!"
G.A.
Financial Advisor
O'Fallon, MO
"Thanks man. You have been kicking butt. Been using your slide show mixed with mine. Excellent stuff."
C.D.
Financial Advisor
Vancouver, Canada
"I thought the webinar was great. I like the way you are continuing to improve your services and it has convinced me that I will be a client of yours for a very long time."
J.B.
Financial Advisor
New Orleans, GA
"Thanks, and bravo on the addition. It is wonderful."
J.D.
Financial Advisor
St. Charles, MO
"Well done! You blew the crowd away."
C.R.
Financial Advisor
Montreal, Canada
"Bill, I notice your adoption of my suggestion. I certainly appreciate and hope it is helpful to you and your other clients. I wish our other suppliers were as attentive!"
R.C.
Financial Advisor
Frontenac, MO
"This is excellent…I could not be more pleased."
D.J.
Financial Advisor
Kansas City, MO
"This is very interesting. Looks as if you knew what I was after."
B.G.
Financial Advisor
Durham, NC
"I really like your service!"
B.R..
CFPR
Columbs, OH
"Thanks for the 'continuing ed'. It always helps to get a refresher on the inner workings of the process."
S.S.
CFP
Richardson, TX
"Great stuff."
G.J.
Financial Advisor
St. Louis, MO
"Thanks, Bill. What an awesome service so far!"
H.R.
Financial Advisor
Billings, MT
"Hello Bill. This is very good and very helpful. Thank you!!!!!!!!!!"
B.P.
Financial Advisor
Seattle, WA
"This is excellent and will be very helpful."
B.L.
Financial Advisor
Cleveland, OH
"I really appreciate your feedback, patience and directness. Thank you."
L.S.
ChFC, RFC
Cleveland, OH
"Thanks, Bill. Thanks for your patience with me. I really appreciate the work you do, you are a huge help, straight forward, you are doing a great job."
S.M.
Financial Advisor
Bellevue, WA
"Thank you again for all your help and prompt attention to any and all requests I've asked for."
K.P.
Financial Advisor
Myrtle Beach, SC
"You must feel pretty damn good about how your Shermanator has held up. Good for you."
S.P.
Financial Advisor
Toronto, Canada
"Thanks Bill - This is great and will add value."
Z.C.
Financial Advisor
Everett, WA
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