Dr Len Schwartz Reviews 

I have been working with Dr Len Schwartz for about two months, seeking to grow my practice as a Financial Advisor. I have fifteen years as an FA. This has been an illuminating experience so far.

Dr Len has helped me to build a foundation on my experiences and networks formed before I hung my shingle as an FA, as well as my more recent involvements with organizations nearby. He has guided me with thorough processes, frameworks, and mindsets, and provides help down to the details of crafting outgoing messages and responses to incoming queries. We are starting on web presence and branding. It is clear to me that Dr Len has deep applicable experience in the FA environment and other areas. He understands the compliance and regulatory constraints that we must follow.

In the first outgoing effort of communication with my clients, Dr Len’s coaching in crafting the message helped to move a client out of procrastination and into moving an additional $350k over to my management.

I enjoy my interactions with Dr Len. He is flexible, direct, and efficient, as he shapes his experience in the field to helping me in my unique circumstances, capabilities, and qualities.

I do not recommend his services. I spent a lot of money and did not gain a single new client in nearly 6 months of working with him. It was a waste of money for me and felt like he did not deliver on what was promised. When I told him that results were not forthcoming, he tried to blame me for not following the system, even though I was following the system. The leads he sent me on Linkedin were only 2 to 3 per month and they were not good quality. He then tried to make up for it by giving me a bunch "life insurance leads" It turned out when I called those leads most of the numbers were incorrect, disconnected or the wrong person. If I did get the right person, they each adamantly denied ever requesting information on life insurance which is what Mr. Len promised me was the case. I suggest going on to advisor forums on facebook and other places and ask for feedback of other financial advisors who have worked with him. When I did that, I wasn't able to find anyone that had a good experience. Unfortunately, this was already after I had spent money.My guess is that many of the people here posting good reviews seem to be long-time friends. I don't really see any good reviews from financial advisors which he claims to be an expert in working with. I would seek a financial advisor who has used his services in the last year or two and find out what their experience was. This was the worst money I have spent on marketing in my life.

I first started working with Len about 4 years ago and I've consistently found him to be honest and dependable. Just as importantly, his ideas are fresh and creative and always delivered with an eye towards improving his clients' ROI. If you're looking for effective methods of growing your bottom line, I'd highly recommend you get in-touch with Len.

I have been working with Dr. Len Schwartz for several years and have found his thoughts an ideas to be extremely creative and insightful. Recently I did his Linkedin program to create a better image and awareness, while also trying to increase my exposure. Len did that for me and now I have people from the Linkedin site reaching out to me. I will continue to use him because of his creativity and he continues to help me grow my business. I trust him completely and still pass on his name and number to fellow peers to help grow their business. This guy truly cares about making me successful and for that he is truly valuable.

I have known and been working with Dr. Len for over 13 years - and I'm still working with him today.
I can say without question that he is a man of his word, a marketing master, and one of the most sincere and caring people I have ever worked with.
I have recommended and referred to him for years, and will enthusiastically continue to do so.

I've known and worked with Len Schwartz for over 15 years, and have implicit trust in him and his entire team. Len offers sound, practical, and effective advice that yields real results. His coaching/direction is inspiring and always spot on. I recommend Len to clients, colleagues, and friends -- anyone who wants to work smarter and grow their business -- without reservation.

I’ve known Len for over 10 years. He’s a family man and a good man. I’ve had only an excellent experience working with him. He’s a stand up guy. And he knows marketing.

I've been working with Dr. Len for 10 consecutive years now! To say that he is an incredibly caring, smart and strategic business - building expert, would be an understatement. He has helped me growevery aspect of my business - from marketing to sales to client relations and everything in between. If you're not working with him you are making a huge mistake. There is no way any other person/company takes more of a vested interest in your success!

I have known Dr. Len for more than fifteen years. I am a business advisor who has Coached more than 4,500 financial services professionals. As a matter of practice I always completely vet any services I recommend to my clients. I visited with Len's company and asked to speak one on one with his employees to see if what is promised is delivered.After one on one interviews with about ten of his professional staff, I came away with complete confidence that they had a system that if followed would produce outstanding results. Over the years I have recommended Len's system to many of the producers I Coach. Those that followed the system got the expected results and were better for their experiences.

Dr. Len would be at the top of my list of the people you can TRUST to grow a business.
If Dr. Len tells you he can do something, trust me, he will back it up with action and impressive results for you.

I read those who expressed negative comments. Most said the cost were high. When you compare the fees being charged with the results in improved production my clients have said this has about a twenty to one ROI. Anyone who is building a business and hasn't realized that you need to invest in the right strategies is naive. Also anyone else who said they didn't get results in all likelihood did not follow the coaching/training required. Most likely they thought they would sign up and magically get results without any effort on their part. I am willing to bet, they are continuing to buy today's shiny objects and complaining they are not getting good results.

Dr. Schwartz reached out to me to sell his services once, and I told him I didn't trust that this was legit because most people I've heard promise this in the past sell a dream and don't disclose cost until late and it is high, with an upfront investment needed and a weak guarantee. He got mad at me for suggesting that he would do that. 6 months later he reached out again (I think he forgot about our first conversation). I went along with it to see if I was just being overly cautious. He had someone else reach out to me and have a 20-minute phone call explaining how they could help, followed by a late disclosure of a $2,500/month cost with an up-front investment needed.

Dr. Len and his team are GENUIUS when it comes to uncovering leads and connections on linked in. Not only were they able to uncover virually MORE leads than I could handle, but they also helped to highlight other opportunities that I had available for partnerships on a national level. I have NEVER seen anyone with THIS much knowledge on how to uncover leads on linked in. Working with them is MORE than worth the investment and I will be back as SOON as I automate more to be able to handle the leads they have already sent my way!

DOUBLED my practice in 1 year
“I had a pretty successful practice and was seeing 200 people per week.
In my first year in working with Dr. Len, we doubled my practice and went to 400 people per week. Don't think about it - just work with him - you will not regret it!"

Dr Len is a marketing genius and will most definitely help you grow your practice to the level you desire.

Dr. Lynne Sullivan.