Testimonials
Kelly Stanley
Financial Planner
Beverly Financial Group
I discovered Kirsten's program at the perfect point in my career (the beginning). I find the topics she covers very relevant when working in today's difficult and changing financial environment. For a newbie like myself, I have learned a tremendous amount in a relatively short amount of time. Since becoming a member of the Masters Circle, I have been able to re-craft our e-newsletter to make it more appealing as well as get the conference call series up and running. I like the fact that she provides worksheets and how-tos in order to easily implement her suggestions.
I'm so grateful for what I have learned thus far and I expect that going forward, she will not disappoint!
She covers relevant topics that are important and top of mind to advisors. Her program is very reasonably priced for all that you get. It's a lot of bang for your buck!
I'm so grateful for what I have learned thus far and I expect that going forward, she will not disappoint!
She covers relevant topics that are important and top of mind to advisors. Her program is very reasonably priced for all that you get. It's a lot of bang for your buck!
— Kelly
Pamela L. Otten
Financial Advisor
McKenzie Financial Services
I think one of the best things I have ever done was join your Masters Circle — you have helped me tremendously.
— Pamela
Jeffrey Ting, CFP CIMA CRPC
VP, Merrill Lynch
Private Client Group
Kirsten has been a true mentor to me. I've had many mentors at Merrill Lynch but she seemed to be the only one that truly understands the marketing side of our business and what it takes to be a productive Financial Advisor.
She has led by example and backs up her lessons by showing you the results. She is an excellent out of the box thinker and results oriented. Her seminar and networking skills amaze me. I'm really grateful to have worked with Kirsten during my early years at Merrill Lynch. I would recommend her and her company to anyone looking to reach the "next level" of business in the financial services industry.
She has led by example and backs up her lessons by showing you the results. She is an excellent out of the box thinker and results oriented. Her seminar and networking skills amaze me. I'm really grateful to have worked with Kirsten during my early years at Merrill Lynch. I would recommend her and her company to anyone looking to reach the "next level" of business in the financial services industry.
— Jeff
Elizabeth S. Bernay
17-year veteran with a major wirehouse
Kirsten has added a fresh perspective and focus to my established financial advisory practice. I find her guidance to be both conceptual and specific, tailored to my personal goals and most importantly implementable without becoming burdensome. I so appreciate the mentorship of a professional and successful female within the financial services industry. Kirsten's enthusiasm and confidence are contagious and within a short period of time I am seeing results as well as enjoying my business more than ever. I look forward to her emails and calls and wish I had found the Inspired Advisor program long ago!
— Elizabeth
Cynthia
Financial Advisor
Morgan Stanley Smith Barney
Kirsten and her Client Attraction Program have already made a very positive impact on my business. For starters, she helped me see that it's okay to specify my target market and desired asset range. She gave me ideas on how to do this and I'm going to implement the information she shared, I can see how it will make a big difference in my practice.
Kirsten truly makes you feel like your success is her own. She's personable, approachable and real which made the "one-on-one" time with her extremely enjoyable. Her ideas really work and best of all they're so much better than the traditional marketing for advisors of cold calling and working 16 hour days.
Kirsten continues to provide inspiration for my business with her regular bulletins packed with real ideas and inspiration and with her excellent conference calls - they seem to come exactly when I need them. Also, sometimes she brings in experts and speakers for her teleconferences and I've taken away a lot of valuable information from those calls which benefit my business in a very positive way.
I recommend Kirsten's client attraction.
Kirsten truly makes you feel like your success is her own. She's personable, approachable and real which made the "one-on-one" time with her extremely enjoyable. Her ideas really work and best of all they're so much better than the traditional marketing for advisors of cold calling and working 16 hour days.
Kirsten continues to provide inspiration for my business with her regular bulletins packed with real ideas and inspiration and with her excellent conference calls - they seem to come exactly when I need them. Also, sometimes she brings in experts and speakers for her teleconferences and I've taken away a lot of valuable information from those calls which benefit my business in a very positive way.
I recommend Kirsten's client attraction.
— Cynthia
Paula Harris
Co-founder and Principal
WH Cornerstone Investments
Kirsten's enthusiasm for financial services sales is contagious. She really inspires you to set bigger goals and gives you practical tools to achieve them. Through her encouragement I have shared more of my personal interests with my clients and business colleagues. As a result, I have had more people seeking me out to ask me questions and engage in a dialogue.
— Paula
Kathleen Burns Kingsbury
Money & Emotions Expert
KBK Connections, Inc.
Kirsten Lewis is an inspiration to financial advisors. She is passionate and committed to helping all advisors succeed and is a perfect coach as she has been there and knows what it takes to attract more clients and reach your professional goals.
If you work with Kirsten I guarantee you will walk away with easy to follow, practical tools for building your business.
If you work with Kirsten I guarantee you will walk away with easy to follow, practical tools for building your business.
— Kathleen
Moira Hutchison, CTACC DHP
Wellness Practitioner
Kirsten is a fabulous mentor and role model!! Kirsten has an incredible understanding of the real connection between mindset and attracting clients... the kinds of clients that you want. She has a warmth about her that makes listening to her wisdom compelling - she conveys a passion about her work which is an inspiration and a great instigator of moving yourself forward.
I highly recommend Kirsten to anyone who wants to gain meaning and impact in their own financial advisory practice - she will definitely inspire you to joyfully move to the next greatest version of you!!
I highly recommend Kirsten to anyone who wants to gain meaning and impact in their own financial advisory practice - she will definitely inspire you to joyfully move to the next greatest version of you!!
— Moira






