“I would recommend Jeff's class to any Financial Consultant who wants to improve his business immediately.”
— Erin Watford, Financial Advisor - Lake Mary, FL
“As a premium subscriber to Morningstar, I can tell you without question your stuff is better than Morningstar.”
— Ken Ziesenheim, Financial Advisor — Raymond James Financial, Sebring FL
"Fund managers promised they would keep an eye on the market for my client’s accounts, but in hindsight they did not sell anything as a result of a falling market. So I moved my clients to defined money managers, who promised to shepherd my clients’ portfolios, but they never sold anything either. Now I use Active Fund Strategies' FundElert to do it
— Paul Harris, Financial Advisor — Southern Trust Financial, Sarasota FL
“After thousands of meetings over many years, the session with Jeff McTague was one of the two or three that directly altered my production. It is a must-see for any broker."
— William E. Smith, Branch Manager — AG Edwards, Torrance CA
“Jeff made one of the best presentations I've ever heard. It was powerful, got your attention, and I look forward to his return trip."
— Mark Katzoff, Financial Consultant – Janney Montgomery Scott, Philadelphia PA