ShareOne ReviewsWhat do real people say about financial services?
23 people recorded interviews about financial services across 11 organisations. 5 of them mentioned more confidence in the decision in their own words. The most common timeframe people described was over a year. Every figure below is a count of what people said in their recorded interview — not a clinical trial or a survey.
First-hand accounts from people who talked about financial services in their recorded interview.
What people said changed
Counts of interviews where the person described this in their own words.
- Confidence5 of 23 mentioned it
“And so to me, I need Darren, I need that sounding board, and I need that trusted advisor to tell me when I'm out of bounds or if I'm really in the right direction, 'cause I oftentimes feel like I'm in the dark and he'…”Kevin A Salazar
- Better systems5 of 23 mentioned it
“Before we found MPA, we were looking for those support systems that you had on the retail side, but we wanted more options.”Brandon Doza
- Family & relationships3 of 23 mentioned it
“Couldn't ask for a better experience when it comes to helping your family.”Marcus D Milsap
- More clients3 of 23 mentioned it
“You're coming for a complete customer journey transformation.”Bud Heaton
- Felt supported2 of 23 mentioned it
“Before we found MPA, we were looking for those support systems that you had on the retail side, but we wanted more options.”Brandon Doza
- Mood & stress1 of 23 mentioned it
“As you look at retirement, you wanna be able to have some predictability, and so being able to work with the concept of a Panic Proof Retirement approach interested us.”Michael A Mark
- Mobility1 of 23 mentioned it
“Maybe somebody wants somebody more conservative, but Dan seems to walk that tightrope to assure you that he'll diversify your investment.”Mark Shama
- More energy1 of 23 mentioned it
“I was just tired of saying "no." Since coming to MPA, it's just been a world of "yes." I've been able to do all the tricky deals and stuff in the mountains, which has been just amazing.”Brandon Doza
How long it took
- Over a year · 4
Stories in this topic
Showing 12 of 23 interviews.
WatchEvolving from Private Practice to Founder with Strategic Thought PartnershipKevin Salazar, founder of a financial planning firm, credits Darren Frank of Anima Strategy with being instrumental in his transition from private practice to business owner. Salazar achieved a successful launch and sustained growth over five years by impleme…Kevin A Salazar · Darren Frank
WatchTransitioning from Full-Time Work to a Stable and Secure Retirement IncomeDale Waltman turned to Panic Proof Retirement to transition from his career as a physical therapist to a secure retirement. By working with Dan Casey, Waltman gained foresight into his future income stability and a clear understanding of Social Security and M…DALE J WALTMAN · Panic proof retirement
WatchAffordable Supplemental Insurance Coverage Tailored to Family Needs and BudgetMarcus Milsap recommends Simple Solutions Financial Services for providing personalized, affordable supplemental insurance. As a fire department lieutenant with existing coverage, Milsap worked with John to identify specific gaps. The result was a custom poli…Marcus D Milsap · Simple Solutions Financial Services, LLC
WatchMilitary Family Secures Dream Home Site Unseen With Expert Mortgage GuidanceTJ Gabrielson worked with Tyler Carlston at CrossCountry Mortgage to purchase a home site unseen while stationed in Okinawa, Japan. Gabrielson reported that Carlston provided educational videos and personal availability, even during major life events, ensurin…Tj Edward Gabrielson · CrossCountry Mortgage
WatchLoan Officer Achieves Life-Changing Growth and Operational Support at MPA Home LoansRyan Liebelt, a Branch Manager at MPA Home Loans, describes his transition to the brokerage as 'life-changing.' After 11 years in the industry, Liebelt reports that MPA's unique operational support and youthful leadership provided him with more product opport…Ryan Liebelt · Mortgage Professional Associates
WatchJason Brown Leverages Book Launchers to Secure Fox 2 Detroit and NYSE Media AppearancesJason Brown used Book Launchers to publish his book, Five Year Millionaire, which served as a gateway to major media opportunities. Within four months of launching, Brown secured a bi-weekly segment on Fox 2 Detroit and twice-monthly appearances at the New Yo…Jason Brown · Book Launchers
WatchFinancial Advisor Shifts to Proactive Longevity Strategy for Long-Term HealthDerrick Sikes, a financial advisor, credits Gapin Institute for shifting his healthcare from a reactive model to a proactive, systematic approach. At age 56, Sikes utilized their personalized medical framework to focus on long-term health goals for the next 3…Derrick Sikes · Gapin Institute
WatchAchieving Peace of Mind and Clarity Through Specialized Benefits ManagementJustin Krane of Krane Financial Solutions reports that working with CorpStrat provided him with peace of mind and clarity regarding payroll and benefits. By utilizing CorpStrat’s specialized team and Zoom consultations, Krane gained the ability to understand…Justin · CorpStrat - Corporate Strategies Inc
WatchTransforming Customer Journeys Through Strategic Box Experiences and Expert Creative GuidanceBud Heaton of Custom Box Agency describes the service as a complete customer journey transformation rather than just a printing service. By leveraging their logistical expertise and creative guidance, Heaton moved beyond technical specs to create an over-the-…Bud Heaton · Custom Box Agency
WatchPortfolio Manager Overcomes Overwhelm and Secures Dream Job Through Executive CoachingKelli Washington, a portfolio manager, credits Karen Davis Coaching with helping her move from a state of professional overwhelm to securing her dream job. Through an initial Accelerator and ongoing coaching, Washington gained the tools to manage career hurdl…Kelli Washington · Karen Davis Coaching
WatchWealth Enhancement Group Automates CRM Data Population and Document Generation WorkflowsMatt Elstad of Wealth Enhancement Group reports that Quik! transformed their manual paperwork process into an efficient document generation system. By integrating Quik! with Salesforce via API, the firm eliminated repetitive data entry into Docusign, allowing…Matt Elstad · Quik!
WatchAchieving Financial Predictability and Control Through a Panic Proof Retirement StrategyMichael Mark reviewed Panic Proof Retirement, noting that the firm helped him move a considerable amount of his investment away from traditional Wall Street markets into a more predictable strategy. Mark achieved greater control over his disbursements and fin…Michael A Mark · Panic proof retirement
What people were sceptical about first
- “He-- and when I asked him r- regarding a referral, without hesitation, he recommended Dan Casey of Panic Proof Retirement.”DALE J WALTMAN
- “So he was like, "Well, let's see if we can work in some policies that will cover the things that your current, uh, policies don't cover." And sure enough, he made it work, and not only did he make it work, he made it work, uh, to where it actually was not sup…”Marcus D Milsap
- “When I was considering working with Gapin, one hesitation was that they're located in Sarasota, Florida and I'm located in Montgomery, Alabama. But once I did an in-person visit to the clinic in Sarasota, then we could work virtually and that has been a great…”Derrick Sikes
Frequently asked
- Is Darren Frank's coaching limited to just business operations?
- No. Kevin Salazar emphasizes that Darren focuses on the 'complete person,' weaving personal life with professional evolution to ensure the founder is ready for upcoming opportunities. — Kevin A Salazar
- How does Darren Frank help when a founder feels stuck or 'in the dark'?
- Kevin Salazar describes Darren as a sounding board and trusted advisor who sheds light on unseen areas and tells the founder when they are 'out of bounds' or moving in the right direction. — Kevin A Salazar
- Why should an established professional hire Darren Frank?
- Salazar argues that the systems that got you to your current level won't get you to the next; you need a partner to help increase capabilities and deliver growth. — Kevin A Salazar
- How do I find a trustworthy financial advisor in the Detroit area?
- Dale Waltman found a trustworthy advisor by seeking a referral from his accountant, who recommended Dan Casey of Panic Proof Retirement without hesitation. After attending a seminar and a one-on-one meeting, Dale felt he was in 'good hands' due to Dan's approachable and knowledgeable nature. — DALE J WALTMAN
- Will a financial advisor take the time to answer all my retirement questions?
- According to Dale Waltman, Dan Casey is highly accessible and does not rush his clients; one scheduled half-hour meeting ran over an hour because Dan was genuinely interested in the planning process. Dale encourages new clients to bring a list of questions, as Dan takes the time to address every concern. — DALE J WALTMAN
- How can I understand complex topics like Social Security and Medicare?
- Dale Waltman recommends the book authored by Dan Casey, which breaks down Social Security and Medicare into easy-to-read, informative sections. He found this resource extremely helpful for becoming acclimated to that phase of life and knowing what to expect. — DALE J WALTMAN