RBG testimonials.

The software made by a financial advisor for you!

What do other financial professionals have to say about this effective tool?

Not only is RBG Concepts ® helping advance Curt Whipple’s practice, but it’s already helped dozens of other financial professionals just like you! Don’t quite trust it yet? Read on to hear how this versatile technology has helped others in their own words.

Curt helped me in using his proprietary software which has allowed me to tackle much bigger clients than I ever felt possible, and even more clients from $200k-$2m and they all seem to get it. IMO’s only give you so part of what you need. For me, Curt helps me close the gap and helps close the deals. I consider Curt to be way more than a coach. I consider him a friend. He has been truly great. I wish there were more guys in the industry like Curt. —Mark K. GA

I had one prospect who thought he would want to invest $300,000 in an annuity. When he came back, I decided to try out the RBG Concepts presentation. He decided to do $550,000 after seeing RBG. He sent me a referral who came in thinking about $100,000. After presenting RBG, this prospect decided to do $850,000 into an annuity. Finally, I had a third prospect intending to invest $20,000, and after RBG changed his investment to $750,000. $2.1 million of annuities…not bad for my first week with RBG Concepts! —Lawrence O. LA

Working with Curt has been a valuable asset to my company. His software has been the shining light when it comes to having my clients understand their files and in turn, ensure that I close many, many more deals. I am able to close higher amounts in one appointment, saving me time and clarity to my clients. —Matt D. NJ