Testimonials


What Our Advisors Are Saying

For almost two decades I have had the benefit of Coaching by Gary Reed. “On and off the field,” he has been an influence in the Coastal Financial Planning Groups Success. Specifically, in the take home and implement “One Nugget” Concept. Gary has taught me how to sift through the several great ideas he presents in his meetings, to find that one “Got to try this idea out tomorrow Nugget”!

And, if you’re not quite clear on how to implement the idea, he’s going to be there to help you implement tomorrow!

Gary Reed was my “Vince Lombardi”!

Rick (RICP)

Joining Gary Reed’s Master Advisor coaching was a game-changer for me. It’s like hitting the jackpot with the amount of practical info and killer ideas shared. But the real cherry on top? The massive amount of sharing among us group members. It’s not just Gary dropping wisdom bombs; it’s everyone lifting each other up, sharing what works, and what doesn’t. This program is the real deal for anyone looking to scale their business. It’s laid-back but packs a punch with every session. Thanks to Gary and everyone in the group, my business is hitting levels I didn’t think were possible. If you’re thinking about it, just dive in. It’s worth every penny and then some.

Brian (CEO)

MAC was one of the best, most productive advisor meetings I have attended. The ideas shared were plentiful and impactful. I took away much more than I expected and will work on implementing my top items to help improve my business and client experience. Well worth the time away from the day-to-day of the office. Came back charged up and motivated!!

Peter (CEO)

I met Gary Reed in 2009 when he was part of a group called 3-Mentors and I had just started my company. When I met Gary, I had never sold a fixed indexed annuity. Gary has always been the one to encourage motivate and give you just the right words I need to keep going when things are tough.
Whether it be a helpful close to win a client, or a tough conversation with an employee that’s not performing up to par. His advice and wisdom have been very valuable to me over the last 15 years that I have known him.
I can say that the training he headed up while at the 3-mentors is still today some of the best training I have received in my career. His encouragement along with the really great ideas that he comes up with to help Advisors grow their businesses have been an invaluable resource to me. Today, I am excited about my team of advisors being able to train with Gary and the great advisors he surrounds himself with.

Joe Pat (PRES)

Gary Reed is without a doubt one of the most talented trainers in the financial industry. When I first started my advisor journey, I had an extreme fear of public speaking, and had very little public speaking or sales skills. While I could educate people fairly well, I was missing that element that motivates people to take action. I studied Gary’s seminar presentations and basically memorized his script, which immediately boosted my confidence in front of a group. When I implemented the techniques he taught me, I could visibly see the crowd respond and my appointment setting ratio skyrocketed.

Gary will teach you how to get through to people and motivate them to come see YOU to solve their problems. Gary can effectively reach new advisors, providing them with the essential skills and confidence that they need to succeed. 

Over 90% of financial advisors in the industry quit within three years. Without Gary’s guidance and mentorship throughout my career, I would have undoubtedly been among the 90%. Instead, I get to enjoy a life that few have the opportunity to live and have a career trajectory where the sky’s the limit. At the same time, he has the unique ability to reignite the fire in veteran advisors, reminding them of their passion and potential. 

If you are not working with Gary Reed, you are leaving money on the table. An investment in any of his programs or coaching packages will pay for itself tenfold. His expertise and dedication to your success make him an invaluable asset to anyone serious about excelling in the financial industry.

Abby (CEO)