I help growth-minded financial advisors, CPAs, attorneys, and other professional service providers...
Attract Better Clients. Increase Profits. Simplify Growth.
Get a complimentary copy of my book, "The Client Attraction Machine."
Instead of relying on disconnected marketing tactics, this book outlines a systematic way to attract better-fit clients.
It’s not about doing more marketing.
It’s about adopting a simpler, more reliable system for growth.
We respect your privacy and never share, rent, or sell your information.
Results from clients I've worked with...
❝
It’s six months into the year and I’ve already equaled in sales what I did all last year by following your systems.
Barbara Swiatek
Financial Advisor
❝
Just one tip, out of the many you provided, doubled my sales without having to work longer hours.
David Farr
Entertainer
❝
My business has increased by almost 400% by following your information.
Jim Fassbinder
Ghost Tour Owner
❝
I used your system and did 50k on the front end with one presentation!
Greg Rollett
Emmy® Award Winning Producer
❝
I have another HOMERUN to report! I sold 40 CPAs (out of a room of 125 primaries) a $1,997 product that also had $297 a month (got this gem from you too) membership program attached. I increased my membership by nearly 30% in a 75-minute presentation! This is better than DRUGS!
Michael Rozbruch
Mentor To Tax Professionals
❝
The difference in results was substantial. We went from 7 appointments before following your advice to 28. Since the lifetime value of my clients is $25,000 or more, I would have to say we had a $100,000 plus day.
James Lange
CPA
❝
Your stuff has basically tripled my business and my income. Anyone not using your materials should have their head examined.
Tim Piccirillo
Marketing Consultant & Copywriter
❝
I was skeptical. Boy, was I wrong! I’ve already seen the results of the changes I’ve made in my presentations, and I recently sold $270,000.00 to an audience of 400 in my best-ever sales presentation.
Andrew Lock
Business Consultant
❝
I made my biggest sale of over $249,000 using the exact methods you teach. Before using your product, I was hesitant about the whole sales process. Your product provided me specific guidance in the language and scripts I need to use and gave me the confidence. Your sales product has transformed my sales skills. I took your advice and implemented them. Thanks again. Dave.
Venu Sripada
Software Developer
❝
I went from an email list of 0 to 350 in just three days, and 28 scheduled follow-up appointments after following your advice.
Natalie Schmook
Financial Advisor
❝
After learning one of the sales techniques you teach, I used it every time before a presentation and engaged 10 clients in a row!”
Robert Galliano
Estate Planning Attorney
❝
Before learning your system, I struggled to get appointments from my estate planning seminars. Now I close 75% of the room!”
Linda Sherfey
Estate Planning Attorney
❝
Your stuff flat out works.I’m on track to double my business this year.
Joe Roseman
Financial Advisor
❝
All of my concerns ended up being completely in vain. Both seminars were totally booked, with 20 seats each! In fact, clients immediately signed up for my managed plan before they left the seminar. From just two seminars, we signed new contracts that added up to a value of $198,720!
Adam Spencer
Founder, 911 IT
❝
They wrote me the biggest check I’ve received in my practice: $27,900. By the way, since your training, I have closed 26 of 26 prospects!
Randy Clinkscales
Elder Law Attorney
❝
I used your concepts in a presentation at a meeting and sold to 7 out of 15 people in the room on my SAAS -EnvisionStars. Powerful stuff.
Nathan Ho
Co-founder, EnvisionStars
Who Am I?
For over 25 years, I’ve worked with financial advisors, CPAs, attorneys, and other professional service providers to help them attract better clients and build more profitable businesses without constantly chasing clients.
I started my entrepreneurial journey as a struggling professional magician and mindreader. I discovered that being good at what I did wasn’t enough to build a successful business, so I became a serious student of marketing and sales. By applying what I had learned, I went from doing three shows a month to over 25 in less than 90 days.
As those results became visible, I was invited to speak at business conferences, sharing my story and how I was attracting clients. What surprised people was that, while my service was unique, the approach I used to grow the business could be applied to any professional service–based business.
That path led me to become Chief Marketing Officer for the company founded by legendary marketing expert Dan Kennedy. After four years, I realized the corporate world wasn’t for me and chose to go back out on my own.
When I did, business owners started reaching out to work with me personally, and my mentoring business grew from there.
Today, my wife and business partner, Kalia, and I work with growth-minded professional service providers to help them attract better clients, increase profits, and simplify growth.
Please type your name and your preferred email address to receive a complimentary copy of my book "The Client Attraction Machine."
NOTE: Check your spam, junk, or promotions folder if you do not see the email in your inbox.
Dave Dee Inc. Copyright © 2026