Testimonials

We love our customers. And we especially love customers that send us compliments! Below is a sample of a growing list of what Tailwind customers are saying. We are very grateful for each and every one.

As I answered the questions in Tailwind, I started seeing the big picture of my financial situation. The numbers were staring me right in the face and I wanted answers. It’s the motivation I needed to finally sit down with my advisor and get those answers.

Lynn K, Client, Seattle, WA

Tailwind is great! My clients appreciate the ability to enter their personal financial data in a safe, secure environment. They also enjoy the convenience of entering the information online in the comfort of their own homes. As for me, I can now more closely track the data about a client, request missing information, and demonstrate thoroughness in the first stage of my process.

Jim S, Advisor, Waite Park, MN

Tailwind Financial Solutions and their online data gathering and process management system have been such a help!  They've allowed us to get client information quickly, then automatically summarize it onto one page. Then the process manager part keeps us organized as to where in the process each of our clients are. We love it!

Kim B, Advisor, Mt. Enterprise, TX

I have been helping clients make financial decisions for over 33 years. After earning the CLU, ChFC, and CFP designations, and dozens of other industry training events, I am pleased to report that the Tailwind/Circle of Wealth combination is the best communication package that I have found. Tailwind provides a step-by-step education that details when and how to use the various tools in the CoW family of products, including click-and-play links to Don Blanton’s specific explanation of each step.

As a data-gathering tool, it establishes me as "head and shoulders" above the competition; clients gain a respect for consultants who use cutting-edge technology, and Tailwind establishes that credibility immediately. The Insights Profile adds another level of professionalism that few clients ever have seen used by a financial planner. When I’m ready to prepare the case, the direct migration of the client’s data into the Spending Game is a tremendous time-saver.

Using Tailwind together with the Circle of Wealth tools will enable producers to make the most effective use of the concepts that Don Blanton has developed. You’ll be better equipped to benefit from the CoW Study Group and Mentor programs.

Chuck T, Advisor, Fort Lauderdale, FL

I just wanted to say that your web site has been a tremendous asset for my practice.  My clients truly appreciate the thoroughness of my work and I believe it’s because I have this tool which allows me to make sure I miss nothing. Any advisor that wants to really show their clients the truth behind the numbers should be considering implementing this as the tool they use to collect data. I most of all love the ability to check on the status of my clients no matter where I am in the world. I have their file at my fingertips.  Thank you for continuing to listen to our wishes too!

Kerry W, Advisor, Seattle, WA