I started in the life insurance business in 1984.  Two years later I got my securities license and left the company I was working for to start my own company C. Curtis & Associates.  The associates part was an effort to make me appear to be a substantial firm.  In truth I was in my cold dark basement working under a bare lightbulb and cold calling people asking if they had ever considered doing a financial plan for their future.  100% of my appointments came from cold calling and referrals.  I did this for 5 long years barely scrapping together enough to feed my family and the bills and debt were piling up.  I remember standing in the driveway of my home with tears coming down my face as I told my best friend that we were going to lose our house.  I didn’t know it then, but my problem was I had no idea about marketing or systems.

By  1991, I was finally covering all the bills and making a living.  In 2001 I made $250,000 of income which felt good at that time.

Then it happened!  I discovered the keys and secrets to effective marketing and built my own software presentation system called Red, Blue, Green, Concepts.  Just 6 years later in 2007 my total commissions and fees came to 2.7 million of income.

That then created another problem.  How do I handle that kind of growth?  I created 4 systems to help advisors who grow their firm to do so while reducing their stress and the hours required so they could spend more time with their families.  I would love to chat with your and find out your dreams and goals and help you reach them quickly and efficiently.

Why not join my family of coaching members!

curt whipple