• Skip to main content

Scott Keffer

  • About
  • Work With Me
  • Blog
  • Speaking/Media
  • Success Stories
  • Schedule a Practice
    Profit Call

More Raving Fans

What Advisors, Business Leaders, Best Selling Authors, and Industry Experts Are Saying About Scott Keffer

Hear What Business Leaders, Best-Selling Authors And Industry Leaders Say About Scott Keffer Then See His Real World Results With Advisors Below.

Financial Advisor Testimonies

When we met Scott, we were doing a little under a million dollars of revenue. We recently broke $2,500,000 in firm revenue. And, I went from working 70-hours a week, to spending 45% of the year out of the office! Not only is Scott brilliant, he is a man of integrity.

Sharon Duncan, CFP

Friendswood, Texas

With Scott’s system and coaching, we grew our firm revenue to over $1,000,000 in just my 5th year in the business.

Barry Spencer

Financial Planner, Alpharetta, Georgia

Scott Keffer has likely had more impact on financial professionals than any other coach in the U.S. I highly recommend him.

Robert B. Ritter, Jr.

President/CEO, InsMark, Inc.

With Scott Keffer’s coaching and programs, we went from a little under a million dollars to over $1,500,000 in revenue with one half the clients. For every dollar I’ve invested in Scott’s programs, I’ve consistently received $23 back!

Keith Thomson, CFP, CIM

Toronto, Canada

When I began coaching with Scott, we were already a 7-figure business. Through Scott’s coaching and programs, we tripled our revenue, adding an additional $3,000,000. He has helped us with our marketing and prospecting, our team productivity and relationships, as well as growing my credibility.

Bill Lindsey, RFC, AEP

Redlands, California

Our advisors love Scott and we love him too.

Ed Slott, CPA

Elite Advisor Group, Wall Street Journal named “The Best” source for IRA advice

In my first year working with Scott, my revenue was the highest of my entire career! For example, implementing ONE of Scott’s recommended strategies resulted in 43 scheduled appointments with potential clients. Attending Boot Camp was one of the greatest business decisions of my career.

Richard Coe, CFP

Wichita, Kansas

I have worked with Scott as a coach for a number of years, I can tell you that Scott’s marketing, sales, business and people insights continue to be of help to me. I highly recommend Scott without hesitation.

Simon “Stuffy” Singer, CFP, RFC

Past President FORUM 400, Encino, California

Working with Scott, my revenue grew to over $2,000,000 per year.

Murray Weaver Hamilton

Ontario, Canada

I followed Scott’s scripts and methodology. The prospect
had $1.5 million to give us now and another $3 million more
to move.

Mike Breedlove, AEP®, CAP®, ChFC®, CLU®

Tyler, Texas

Through Scott’s coaching and programs, I doubled my revenue. Scott’s Boot Camp gave me templates to create 3 specific client niches and target my marketing and positioning.

Anne Trinh, CFP, CEBS

Torrance, California

I’ve known Scott for over 20 years. His information is timely and he provides great takeaways for his attendees.

Guy Baker, CLU, CFP, MSFS

Past President, MDRT, 35 Year Top Of The Table Producer

The second day at the Scott’s Boot Camp was the switch that changed my entire career. Using the concepts he showed, I was able to get an article in the Wall Street Journal.

Greg Hammond, CFP, CPA

Wethersfield, Connecticut

In my 50 years in the business, Scott’s Boot Camp gave me the most actionable content of any meeting I’ve ever been to. Scott even helped me get my practice sold.

Gene Offredi, CFP, RFC

Guilford, Connecticut

As a million-dollar producer, I thought I had a pretty good formula. Scott has the exact language and analogies that attract the right people to work with me. I humbly submit to Scott’s techniques as being far superior to my own.

Joe Sturniolo, CFP

Denver, Colorado

Scott’s Boot Camp blew me away. He gives me exactly what I need to attract the right kind of clients to my firm. His material is so different and the best I’ve seen in 40 years.

Ross Hoffman, CFP

Ventura, California

Words matter and Scott’s word usage and ‘phraseology’ is excellent in dealing with the affluent marketplace.

Douglas Hostetler, CLU, ChFC, CFP

Clarksville, Maryland

Scott gave us the process to leverage the Internet to bring in more ideal prospects at a very low cost per lead.

Marilyn Suey, CFP

San Francisco, California

We can take Scott’s processes and implement them immediately into our business. This will have a radical impact on my income.

Cliff Robello, CFP

Honolulu, Hawaii

Scott’s Boot Camp gave me so many easy and practical tools and processes to change my business and my life. The Ideal Client Process has helped target my 3 Niches and narrow my marketing to attract just the people I want to work with.”

Luana Mobley Corral, CFP, CFS, CLTC

Ft. Lauderdale, Florida

Initially I thought, money’s tight. Everybody’s saying to cut back. But I thought, how do I reverse the trend in my business? One idea from Scott was worth the entire investment.

Roger L Hoenes, CFP, ChFC, CLU

Springfield, Missouri

Before the Boot Camp, I was struggling and frustrated. Scott gave me a very specific practice roadmap to identify my Target Niches and the exact language to attract and get prospects to action.

Ray O’Connell, RFC

Alpharetta, Georgia

Scott’s Boot Camp gave me a tremendous amount of immediately actionable templates that will positively impact my practice revenue.

Bob Livingston, CFP

Allentown, Pennsylvania

Work With Me

Top Business Leaders, Best Selling Authors and Industry Leaders

Scott Keffer is one of the premier speakers and coaches in the financial industry. Scott Keffer’s Boot Camp is the very best place for financial professionals in the world today.

Brian Tracy

Legendary Business Coach and Best Selling Author of over 70 books, including The Psychology of Selling

Scott Keffer is one of the leading coaches in North America. Scott shows financial advisors how to 2x, 4x, and even 10x their business and I can tell you, he’s the real deal.

Kevin Harrington

Inventor of the Infomercial, “As Seen on TV” Pioneer, and Original Shark on the Hit, multi-Emmy® Award winning Series, Shark Tank

Scott Keffer is the marketing master. If you need a marketing makeover or business breakthrough, this is the man that is highly sought after and highly paid to give that advice and counsel.”

Leeza Gibbons

Emmy® Award winning Talk Show Host, New York Times Best Selling Author, Television Producer

Scott Keffer blew me away. If you’d like to know more about how to take your financial advisory business to the next level and create the level of success you want, I want you to work with Scott. He is amazing.

Jack Canfield

America’s #1 Success Coach and #1 New York Times Best Selling Author, The Success Principles and Co-Author of Chicken Soup For The Soul

I recommend Scott. He delivers great content that will help you in big ways to grow your business and attract bigger and better clients.

Darren Hardy

Publisher, Success Magazine and New York Times Best Selling Author of Compound Effect

I interview many of the nation’s top entrepreneurs to figure out what it takes to be highly successful. Scott has helped me get incredible and powerful results I would not have accomplished without his coaching. I recommend Scott and his coaching without reservation.

Robert Jordan

Inc 500 CEO, Author, How They Did It

As a Broadway performer in the lead role of Christine Daae in The Phantom Of The Opera for ten years, coaches played a key role in strengthening my ability to perform at the top of my game night after night. Scott Keffer has a unique ability as a coach. His insights and direction produce fast, powerful, enduring results in your business and life. I highly recommend Scott and his coaching.

Sandra Joseph

Broadway Superstar, Author, Keynote Speaker, Featured on Oprah Winfrey, Today, The Early Show, and The View

You should spend time with Scott. He will teach you the principles of greater success as a wealth manager, as well as greater success in life.

Joe Theismann

Super Bowl Champion Quarterback and NFL Broadcaster

Having been a leader in the business world and named a
“Top 100 Leadership Coach” to leaders across the globe, I know what it takes to be a world-class coach. Scott has helped me tremendously and I highly recommend Scott and his coaching.

Cathy L. Greenberg, Ph.D.

Wall Street Journal and New York Times Best Selling Author, Speaker, Master Certified Executive Coach, and Contributor to ABC, NBC, PBS, CBS, BBC and CNN

Scott is a resource to financial and estate planning advisors, allowing other advisors to transform themselves. He is an amazing entrepreneur.

Dan Sullivan

Strategic Coach Founder, Author

Scott Keffer ultimately succeeded. Today his Double Your Affluent Clients® trainings are known to thousands of advisors…

Huffington Post

Hire Scott to Speak

Discover The Hidden Obstacles Holding You Back…

Take Scott’s One-Minute Advisor Marketing Self-Assessment!

START HERE

Connect With Me

Linkedin Facebook Twitter Youtube
  • About
  • Work With Me
  • Blog
  • Speaking/Media
  • Success Stories
  • Contact Me

© All Rights Reserved.

  • Privacy Terms
  • Terms of Use

Fill in your information and we’ll be contacting you to set up your Practice Profit Assessment Call:






Thank you for contacting us.

We will get back to you soon.