Practice Builder Testimonials

Since 1969, Financial Planning Consultants has provided America's best known companies Client Relationship Management solutions. Here's what Users of Practice Builder are saying.

"Veteran planner David Schneider, CFP, in New York City, spent roughly $1,500 attempting to customize his Salesforce contact management software several years ago. After that failed to produce the results he wanted, he spent another $1,000 or so on ACT4Advisors, an overlay program that he used for two years before stumbling upon the industry-specific Practice Builder suite software. Schneider believes he's finally found what he was looking for all these years. "Practice Builder is created for our business. It's a whole system for running a financial planning practice," he explains."  Read the complete article published in Horsesmouth "5 Reasons to Switch to an Industry-Specific Contact Manager"

David Schneider, CFP®, RFC®

New York, NY

“I personally think the Practice Builder, CRM software, is the single most important piece of software in terms of managing your business and client contact.  Practice Builder has landed me over a million dollars in new money this year by touching prospects I would never have re-contacted without the software.  It's great for client management, mailing lists and delete lists and there are thousands of customer letters if you want to drip market. It is also very competitive in price and you can order only the modules you need.”

Steven G Johnson, Director

Retirement Solutions Group, Inc.

Williamsburg, VA

“Thank you Practice Builder for continually updating and enhancing the best CRM system in the business. In my 25+ year career in the financial industry I have used dozens of CRM programs, but have found no other CRM program that can beat Practice Builder’s automated marketing system. With the simplicity of the user-friendly screens and your great technical support follow-up, it has helped me to elevate my practice to the next level of success. Thanks a million!”

Ross Hunt, CFP®, CSA

Ross and Mary Hunt, Inc.

Murrieta, CA

“We love Ed Morrow’s Practice Builder. If you are looking to increase your income by creating raving fans, this could be a great solution for you. It makes staying in touch with your clients, or the media, easy and almost effortless. The program is comprehensive and so simple it doesn't take an entire tech department to make it work. Another great plus: it is much less expensive than many other programs we have reviewed.”

Katherine Vessenes, JD, CFP™, RFC®

Vestment Advisors
Shorewood, MN

“The very first thing I do when I come to the office is open my Practice Builder Financial.  We've been using Practice Builder since before - when it was called Text Library System - and it seems to be more valuable and effective every day.

As I'm writing this, an appointment just popped up on my screen.  One of the support staff has set an appointment for me to meet with a client.  So I accepted the appointment and set the reminder for 15 minutes to be sure I'm ready.  Another client called earlier today and within minutes I was able to send him 30 pages on college funding, personalized, customized, and with a cover letter!  He'll think it took an hour to put it together - in fact I finished it while we were talking.  Oh, and there's a permanent audit trail of everything I do.

Practice Builder not only save us time, it makes us look good and protects us too.  I wouldn't be without it!”

Kenny Parker, Sr.

Money Concepts

St. Peters, Missouri

Of the original 500 names we purchased from you folks we were successful in turning about 10% into clients. Our approach was a bit more conservative than your 50 or 100 per week, resulting in only 5 or 10 a week being added to the sequence. We did this in order to keep it manageable and to ensure we were indeed contacting each prospect frequently.

The really interesting thing that has come out of the Estate Planning mailings has been the referrals from prospects that have never even been to our office! Last year we developed 9 clients that were referred to us by prospects we had been mailing to and who had declined to speak with us or to visit our office! Figure that one out.

We are currently utilizing the sequence to educate some of our older clients who've never done any concentrated estate planning. And we are seeing a steady trickle of activity as a result of this as well.

Clint Struthers, RFC®
Struthers Financial Services
Midland, MI

I was very impressed by your memo and am in the process of sending it out to my clients, prospects and advisors. It’s great to be able to respond so quickly to the new tax law, and I am pleased that I am able to put something in print so quickly. This is truly a value added service of TLS, and I just wanted to express my enthusiasm.

Rick Woolf

Woolf Financial

Cooper City, FL

I have never felt more sense of pride and professionalism regarding what I send from this office. Because this is great software, with even better support, I have no reservations recommending this system to others in the business.

Lee Balinas
Slidell, LA

We’re doing joint marketing - using TLS to “drip market” to the clients of CPA and P&C partner firms. They provided us with all the information we needed on their top 350 clients and we have been using TLS to inform them of the wide range of services available from our respective firms.

Already, there have been several appointments; a scheduled LTC seminar and a substantial sale involving more than $30,000 of target premium on 2nd to die life insurance, not to mention the significant potential for financial planning and investment management.

Jim Kirkland, CFP®
DFC Financial Group
Oxford, MI

We have had TLS for some time now and had not really used it. This past year we really started diving in to all the features TLS offers and I must say it is a life saver. Every week we receive compliments from clients, prospects, and seminar attendees on how nice it is to receive correspondence from us. So, I must say, thank you for making us look good! The software is incredible and we would now be lost without it.

Sherod Bigelow
Alliance Financial Group
Mesa, AZ

For over a year, we had been searching for a program our practice could administer in-house enabling customized marketing systems. TLS was suggested to me by my associate and mentor. She impressed me with a simple statement, "I know exactly what you need." Since acquiring the product, we've been very satisfied with the capabilities of the software, and its potential to be customized. We jumped on the Sales & Marketing, Seminar, and Outlook Synchronization modules. All have enabled results beyond our expectations.

We previewed the 2004 release and are especially excited about the "Add Photo" capability. In our day and age, unfortunately, identify theft and fraud are major concerns, and having a client's photo on file, makes identifying themselves to staff they've never met before quite simple. Prior to this enhancement, I'd print the photo out and staple it to the file. Now, we simply go to TLS and push a button ...too simple! The file could be on my desk, but the picture is there for all staff to see. We are also enjoying the new "To Do" layout. These are awesome upgrades that make our lives a little easier! Thanks a lot for thinking of them!

Renée E. Cabourne, CSA

Cabourne & Associates

San Dimas, CA

The Practice Builder Enhancements are great!  I especially love the new Accounts Section.  Now I can keep track of all my client’s investment, insurance, brokerage and bank account information.

Loyd Stroup

Stroup Insurance Services

Colorado Springs, CO

The list of advisors who use Practice Builder Financial includes

financial professionals from top financial service companies

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