Testimonials

  • “I enjoyed working with you on the podcast . You guys made my job easy.”
  • “I wanted to thank you for your time yesterday. You did a great job! You are truly a great partner and the best in the business!”
  • “Dan is an absolute pleasure to work with. He is obviously an expert on his subject. I have sat through two reviews with him this week and he impresses me more each time.”
  • “This is the best half hour I have ever spent on the phone!”
  • “We have worked with MarketCounsel. We think very, very highly of the work they do.”
  • “It was good to hear regulations discussed in a professional and nonā€partisan fashion. Brian admitted that business needs regulation and also protection, which was refreshing because usually it’s one or the other.”
  • “Thank you so much, I think all of us had some ‘bells’ ringing in our heads as to what we need to be doing to improve our practices.”
  • “I have to say this has been one of the most well received Compliance Reviews we have produced! We are now sending them to all of our Relationship Managers so they can have this as one of the pieces they present when talking to advisors. Thank you Daniel for writing such a great article!”