Presentation System
Lead System
Referral System
Office Systems

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Hello, I’m Curt Whipple — Financial Advisor, Author, Coach, and National Speaker

After 34 years of running my own financial practice, I have now turned my focus to encouraging, teaching, and training other financial advisors on how to have a more abundant income and how to have an abundant life.

12 Monthly
LIVE Trainings
Publish Your
Own Book
80-100 Client
Referrals Per Year
Earn More Income,
Work Less Hours


There are three areas of your financial practice that must be the best they can be for you to succeed and flourish.  A killer “Presentation System”, a fantastic “Newsletter System” that will keep a strong bond and relationship between you and your clients & prospects, and a “Referral or Favorable Introduction System”.  Get more information on each by clicking the links below.

Red, Blue, Green
Presentation Software
Newsletters: To Maintain
and Attract Clients
Partners Program: How You Can Get 80-100 Client Referrals Per Year
Abundent Income, Abundent Life

My book has helped many financial advisors have an abundant income and an abundant life.

Learn the secrets that took me from $250K a year to $2.7M a year in commissions and fees, and how I was able to maintain a multi-million dollar practice while working fewer hours. You can buy on Amazon for $15.99 or request your free copy today! (Just Pay $2.97 for S&H).

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