What Others Are Saying

"Barry’s combination of a doctorate in clinical psychology, an MBA and his vast experience in the industry, sets him apart. I believe he intimately and completely understands not only the art and the science of the business, but has a mastery of the psychology of both producer and consumer. His integrity, professionalism and sense of caring add further to his unique credentials. I might also add that his personality and sense of humor make him a pleasure to work with – I consider Barry a trusted professional colleague and close personal friend."

O. Alfred Granum, CLU
Creator of The One Card System
Author of Building a Financial Services Clientele
John Newton Russell award recipient
GAMA International Hall of Fame Member
Chair Honoree, The American College

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"I have known and worked with Barry for several years and his unique insights and talents are surpassed only by his integrity. I wholeheartedly applaud you for your choice to work with him."

James J. Person, CFP®, ChFC, CLU
Past President, GAMA International

"Barry and I started working together after I heard him speak at MDRT's Court of the Table session in 2005. Before Barry took the microphone for his presentation, I asked him about a difficult situation I had with an employee in my office in which he prescribed a solution which was a true 'bull's-eye'. Since then, Barry has helped me monthly with his keen insight on problem solving and closing cases as well as refocusing my office for productivity. Barry is practical, smart and has a great deal of experience with which he continues to help me in my practice."

Douglas R. Peete, ChFC
Past Chairman, MDRT Top of the Table

"Thank you very much! You were very helpful this week. I had the pleasure of hearing you talk at Northwestern Mutual's Fastrack academy in 2004. You …….really seem to 'get it' and can directly impact us as agents."

Matthew Elwood, RIA

 

Comments about the Web based CAM System:

 

 

O. Alfred Granum, CLU

 

"The Albersteins have developed an outstanding web based software system that captures both the philosophy and the business model of the OCS.  I see this innovative software as the next step in the natural development of both my research and the OCS. I enthusiastically and wholeheartedly endorse The Career Activity Management (CAM) System as the modern continuation of my work."

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Other Endorsements:

"Our productivity improvement year over year for advisors under 1 year (2011 vs 2010) is over 33%! YTD Dec to July is over 20% improvement and climbing! We are expecting that the impact of CAM will have played a major part in this improvement and we hope to see final improvements exceed 50% in 2011 vs 2010."

Murray Parks, CFP, CLU, ChFC

Freedon 55 Financial

Regional Director, Toronto Financial Centre

 

"The CAM System has provided a systematic way of keeping on top of all of my cases regardless of where they are at in the sales process. It has become invaluable in coordinating with my assistants and I'm certain this tool is going to have a long term positive impact on my business."

Greg Harvey, MassMutual top 20 producer

 

Our firm does a significant amount of joint work between Advisors. The CAM System has made it so much easier for Advisors to track the cases they are working on together which in turn builds trust and a culture of joint work for the benefit of the client. It has also reinforced our veteran Advisors on the importance of adding new clients. Finally, for those building a firm, there is no better way I know of to make sure that everyone is on the same page, and the CAM provides an evidence based system of tracking the key activities that not only build a practice, but a firm.

Jim Mullinix, Managing Partner Triune Financial

 

"I really love this software.  I am using it to keep track of my short and long term inventory as well as the value of my active clients.  Very few people are aware of their active client count and value, and I feel privileged to have this valuable tool."

Carl Williams, Northwestern Mutual Financial Network