BIG IMPACT® ADVISOR SUCCESS Chad Disbennett Triples Revenue After Taking the Plunge With Scott Keffer
Before
Now
Revenue
$315,000
$976,000
AUM
$24,000,000
$87,000,000
1 Executive Assistant
Executive Assistant Administrative Jr. Advisor
Team
What’s your BIG IMPACT ® ?
I have several BIG IMPACTS I’m trying to accomplish. I want to provide for my family, create an awesome work environment for my team, provide for my team, and found a legacy business that my children can one day take over. I also want to show those in our community how to pass things on to their families in the most efficient way. I want to create charitable funds to help kids in my hometown get a step up in life by getting a quality education that they may not have been able to afford on their own. I want to teach other advisors how to get out of their own way and make a huge difference in the lives of their clients by doing the “right” things for them. I was both a collegian and professional athlete in the past, and I’ve had a lot of coaches over the years who have helped shape the person I am today. However, I never had a true coach that I could count on to give me the direction and guidance that I needed to succeed in business — that is until I met Scott Keffer. Scott has provided me with a customized plan to help me grow my team, marketing, business, and revenue. The biggest compliment I can ever give to Scott, though, is he changed the way I think about both my business and my life. Scott is by far the best coach I have ever had, and I’ve learned more from him than any other coach I’ve ever had. At the risk of sounding commercial, I will tell you that if you invest in Scott Keffer, it will be the best investment of your life. I’m very thankful to have found him, and he has forever changed my life for the better. Scott, I can’t tell you enough how much I appreciate you. You’ve had a profound impact on me, and I will forever be grateful. What would you tell other advisors about Scott?
Clients
100
145
Name: Chad Disbennett, CFP
Location: Lancaster, Ohio
How many years were you in business when you met Scott?
I was in the business six years when I started working with Scott in 2015.
How did you meet Scott?
I saw Scott speak at a Financial Independence Group (FIG) conference in 2011, but I didn’t start working with him until 2015. ( Editor’s Note : He waited for years to take action and come to our boot camp! You snooze, you lose.) What’s been the biggest benefit of working together with Scott Keffer? Scott builds completely customized plans for each and every advisor he works with. He is able to see a future his clients might not be able to see for themselves and helps them chart a path to a bigger, brighter, and better tomorrow. His perspective and coaching have helped me to realize a better future far quicker than I could have achieved on my own.
What has been your main driver for new clients?
It has been the Seminar Money Machine.
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www.ScottKeffer.com
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