What people are saying about DCS…

  • “I get so much value from this membership sir, thank you thank you for offering it!! As I have mention vefore I would not be where I am on IPS without you and your team. YOU THE MAN!!”

    Travis Henderson

    Agent - Meridian, CO

  • “I Just wanted you to know that the last call was “spot on” for me! Thank you for the time you take out of your Agency to help us! I’m glad that I can go back to the video to repeat the information. Absolutely PRICELESS!!”

    Christine Vella

    Agent - Orlando, FL

  • “I am SO excited to attend Dave Christy’s upcoming Mutual Funds training. Dave has the systems and word tracks to consistently achieve amazing results. I believe Dave’s training will give me the leg up I need to take advantage of the massive opportunity we have to help clients accumulate wealth.”

    Jay Puppo

    Agent - Wilsonville, OR

  • "From landing my larget, single IPS case EVER to a fantastic IPS Summit, and now helping me with the Soaring Eagle program. Take my money, please every year!

    David Arce

    Agent - Madison Heights, MI

  • “Good morning, as the results just got posted for 2023 President Club, I knew it was going to be close if I qualify for IPS President Club in 2023. As we have talked, first I am so glad I was not 101, I am very pleased and humbled that I am 121. It is so gratifying to be able to provide my clients amazing solutions “Goal Focused, Planning Driven, who are cost conscious people who want help with their money”. Your mentorship and guidance to help me provide long term options for my clients retirement with all the amazing advice, teaching, tools, products, etc. is invaluable. I first participated in your 2 day 6 hour, “Success with IPS” course on August 3 and 4, 2021. You may not remember it but those two days were so impactful for me of what I was looking for long term. I instantly signed up for the annual DCS membership on 8/4/21. I have been an agent since Jan 1, 2013 and everything you discussed and talked about I have been looking for since I started my agency. I said to myself, “THIS IS EXACTLY WHAT I NEED” and no surprise 2 ½ years later I still say it with that much conviction. ”

    Travis Henderson

    Agent - Meridian, CO

  • I am writing to thank each of you and all of you for the support you offered me last year. After 57 years of agency and nearing the age of 80, last year was the best year of my career. I am blessed and thankful for the concerned assistance I received from you and my two office team members, Kristin and Andrea, who always believed in me. I am happy to announce my membership in the President’s Club in Investment Planning Services, MDRT, and the Crystal Excellence award! Thanks, again for always being there for me. See you in Dallas!

    John Bowers

    Agent - Sugar Land, TX

  • “Dave has been my best resource for Mutual Funds since we got back in the game. He has helped me navigate the maze of funds of both American and Blackrock while always providing valuable talking points to help clients. He is so confident in the advantage we have with our fund offerings that he inspires me to take the investment opportunity to the next level. Dave is the next level that we all would like to reach in both income and AUM. Investing in time with Dave would be a good ROI for an agent at any stage in their career.”

    Nora Vaden Holmes

    Agent - Metairie, LA

  • “For years I have clamored and begged to have training like your program! Thank you for powering through and delivering a quality product that can be used with my Team to train them, that I can use and not sound like a fumbling, bumbling, stumbling part time advisor, that helps my confidence in dealing with customers and that provides access to help customers instead of me feeling inadequate to even ask where the customer’s money is. Please don’t stop here and please continue to help me / us to become even more professional in our approach with these products. This really is some of the best training that I have ever been through!”

    Ted Heaton

    Agent - Austin, TX

  • “I started my agency in 1996. Back then, our focus was Auto, Fire, and Life. Since life was the only focus for travel qualifications, I became very comfortable with the Life products and conversations. Even though we have been in the Mutual Fund business for many years, it is not something that I put a focus on. Due to the fact that we now can sell Jackson National Variable Annuities, Blackrock, and American Funds Mutual Fund, I wanted to learn more about the products and how we could serve out customer better. Dave’s videos and presentation helped me develop my own investment philosophy. He also shared with me the resources to educate my clients and the system to meet with clients that need these products. After putting these things into practice, we are getting great results from our customers. I feel more confident that we can help customers grow their wealth and make sure it will last them throughout their lifetime. “

    Ron Bush

    Agent - Monroe, LA

  • “For anyone who’s been hesitant to embrace and grow an IPS practice because of a void in education and training, this opportunity is for you — as it is for me. I’ve been fortunate to hear Dave present similar material on several occasions, and it’s been invaluable. His expertise and knowledge backed by a proven track record of success will instill confidence, making us competitive with anyone in the field.”

    Scott Yuill

    Agent - Rocklin, CA

  • “Dave has a simple, transparent, and caring approach with his customers, which has made him very successful. Through the IPS University, he shares his systems and word tracks, as well as company approved resources to help us be successful, too. After 2 days, my knowledge and comfort level has increased exponentially. So glad I took advantage of Dave’s training! “

    Julie Meyers

    Agent - O'Fallon, MO


  • “I’ve not only had the pleasure of seeing Dave speak numerous times I have also been fortunate enough to have his assistance on IPS cases. He combines a unique blend of professionalism, technical knowledge, stories to help illustrate points and an understanding of markets that make his presentations and insights useful for clients of every background. There is no doubt I am better in this space because of what I have learned from Dave.”

    Chad Richards

    Agent - Raleigh, NC

  • ” let me say how much I appreciate you allowing us into you financial space. I have closed on two new accounts simply because you and Nick Murray supplied me with so much knowledge. One of the accounts I transferred today was over $6 million with another $8 million in the wings. The second was a $700,000 account. Yesterday I spoke with a young man about life insurance that could reach $9 million. His net worth…$50 million. Without your concern for us I would not be enjoying the financial field at all. You, Gina, and Renee are wonderful.“

    John Bowers

    Agent - Sugar Land, TX

  • “If you are serious and you have already made the decision to have IPS as part of your agency, then sign up. Do you feel like since there is no FSA anymore that is on the ground with you, that there is no one to help? Are you looking for true real life help with using the tools, how to make the sale, etc.? Are you wanting to operate at the Chairman Circle, and MDRT level but you do not know how to put all the pieces together for the sale to your clients? Then guess what you finally have answers to all of these questions and more. I currently have only taken the two day training and I feel like I have found a true agent mentor that I have been looking for since I started my agency 9 years ago.“

    Travis Henderson

    Agent - Englewood, CO

  • "Hey brother. Thanks again for your advise and wisdom yesterday. I had 2 annual IPS review meetings and followed your methods. They were each with two smaller Roth Account holders. Staying focused on the MoneyGuide Pro tool, their goals, and being clear as to our agency principles resulted in some amazing conversations and some real Fin Ser related opportunities with each individual. Your process works! Even for an overthinking terd like me. I’ll single handedly double your annual subscribers. Already got another today who will be jumping in within 2 months. I appreciate your guidance Dave. Enjoy your weekend.“

    Grant Murphy

    Agent - Portland, OR

  • "Great news, I had my first how to get started?" comment today on a planning meeting with $700,000 in investable assets. I have a long way to go, but the approach you've taught has helped so much. Thank you!!!"

    Tony Lopez

    Agent - Florida