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Testimonials

Here’s what NAIFA members want you to know
about NAIFA ClientCast® by Real Wealth®:

“Thank you for making this podcast so easy to send to my client base.
This is truly one of the best values I’ve received from my 13-year NAIFA membership!”

David R. Allen
Friendswood, TX

“I’ve been using the Real Wealth® webcast for over a year and it’s been an instrumental part of my practice. It’s easy and fast to use…it differentiates me from all the other financial professionals.”

Ike Trotter
35 year NAIFA member

“I think the program is amazing. I send it out to my existing and prospective clients. The feedback has been phenomenal. My clients love it. They bookmark it in case they want to go back and listen to a specific podcast. Very informative. I have one person that is getting ready to meet with me from one podcast. It’s a great service, keeps me out in front of my clients and will increase my sales. It’s a great way to brand myself and NAIFA as well.”

Dawn Santoriello
Clarks Summit, PA

“It was nice to discover that ClientCast® is a FREE benefit of NAIFA membership. I’m updating my email list and looking forward to getting ClientCast® into circulation as soon as possible.”

Steve Franklin
A new financial professional and new NAIFA member
Chicago, IL.

“All the advisors I know who are using it have had some really good success, communicating with their clients and finding new opportunities with their client relationships. I let my clients know I’m adding them to my email distribution and that no one else will see their email address. I also talk to them about what the podcast is and how it can be educational for them and how it can help me to stay in contact with them.”

Matt Johnson
Woodbury Field Manager
Membership Chair, NAIFA St. Louis

“I can see how newer advisors, as well as veteran ones, can effectively stay in contact with clients and prospects. NAIFA ClientCast® adds credibility to any advisor that makes a commitment to keep in contact with his clients.”

Justin Gauvin
A YAT’er and NAIFA SE Wisconsin President

“I am so happy that this is available as a NAIFA member benefit. Business has been tough. My phone has not been ringing. I’ve been in the business 27 years but I need to do something different. Even though I’m not technically savvy, I understand NAIFA ClientCast® and am anxious to start using it.”

Edwin Demeritte
Miami, FL

“After receiving NAIFA ClientCast®, my personal coach shared with me that the presentation was extremely professional and that it will help out my business. I am working on growing my email list to increase who I forward ClientCast® to.”

Kevin Mulqueen
New Windsor, New York

“I’ve used NAIFA ClientCast® as a member recruitment tool and have been successful in bringing one new member on board with several more set to join.”

Don Patnode
MBA, CLF
Agency Sales Manager
American Family Insurance


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