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“They really listen to me as an advisor, understand my pain points, and turn them into tech that makes my life easier. They treat me as the client, not just my clients. What took a year at another firm takes a month at Savvy.”
— Josh Barone
19 years of experience
“Looking at roughly 20% growth in my book since I joined Savvy. The biggest realization I had was about how many clients I can serve effectively; Savvy completely changed my perspective, and that figure is probably 50% higher than I envisioned.”
— Brian Boswell
20 years of experience
“My ability to scale has increased by about 30 to 40 percent with Savvy. I can reach more contacts each day, hold more weekly meetings with existing clients, and do more prospecting to grow my practice.”
— John Khoury
20 years of experience
“They really listen to me as an advisor, understand my pain points, and turn them into tech that makes my life easier. They treat me as the client, not just my clients. What took a year at another firm takes a month at Savvy.”
— Josh Barone
19 years of experience
“Looking at roughly 20% growth in my book since I joined Savvy. The biggest realization I had was about how many clients I can serve effectively; Savvy completely changed my perspective, and that figure is probably 50% higher than I envisioned.”
— Brian Boswell
20 years of experience
“My ability to scale has increased by about 30 to 40 percent with Savvy. I can reach more contacts each day, hold more weekly meetings with existing clients, and do more prospecting to grow my practice.”
— John Khoury
20 years of experience