Review: Kate Gaudet

  • We have been a partner with Stephen Oliver and the Advisor Wealth Mastery team for a few years now. The team is extremely knowledgeable on how to grow a financial advisor firm - and their tactics are not just your run of the mill marketing tactics. By working with the Wealth Mastery team, you can implement a system that has worked for many other advisors to get your business to the next level. If you're tired of constantly just relying on referrals and dragging yourself to dozens of networking events to try to pick up clients, then this new book is for you.