Maryia offered fantastic assistance to… Maryia offered fantastic assistance to come up with appropriate wording, language and strategy to help us get our message out to our advisors and achieve our objectives. Thank you so much!

Learning about the service I'm still trying to understand the business and what it might offer me. I was disappointed that the issues that I had questions about (potential conflicts of interest, tax deductibility, and diversity) were unknown or not considered. Finally, I was not happy with the hard sell ("You have to decide this today.") when I was sincerely trying to learn and inform myself.

Impressive Platform and Service I really like the platform and how organized the service is so far. I was impressed with the level of thoughtful care given to the onboarding process. It was a bit of an investment, but believe it’s up to me to make sure the ROI works out.

This was my first borad meeting and… This was my first borad meeting and although it was at 3 am my time I found it an excellent experience. Eric was clear on where he wishes to take his business and gave an overview of their capability. The point that interested myself was the desire to expand more into the Asia Pacific region. I made a commitment to follow up on a couple potential partners. I would also be interested to discuss with Eric the payment system opportunities. Although a niche it is world wide and regulations/standards provide a significant demand for training.

Jonathan made my onboarding experience… Jonathan made my onboarding experience amazing and a breeze. He was very knowledgeable, professional, kind and friendly. It made me immediately feel welcomed. He made the entire process very easy and put my nerves to rest. You never know what to expect post covid... with so many companies still short staffed and struggling to find good help. He went above and beyond. Thanks again