Hey there, I’m Zach Seidman, the founder and CEO of Phaseline Financial, an independent registered investment adviser specializing in retirement planning. With seven years in the industry as a Series 65 fiduciary adviser and holding a life insurance license, I’ve encountered the highs and lows of client acquisition.
Initially, like many, I relied on traditional methods like networking and referrals, which often led to frustration and wasted time chasing down leads that weren’t the right fit. However, stumbling upon Aaron and Alex’s program through a Facebook ad was a game-changer. Finally, I could spend my time on what truly matters—working with genuinely interested clients on their retirement plans.
In just under two months, I’ve seen remarkable results, with $4 million in assets expected to come on board soon. The quality of clients, averaging around $1.5 million in net worth, aligns perfectly with my expertise, setting the stage for exponential business growth. With comprehensive training, responsive support, and a focus on consultative, low-pressure interactions, this program has exceeded my expectations, and I wholeheartedly recommend it to fellow advisors seeking high-quality leads and fulfilling client relationships.
