David specializes in private banking, capital protection, and equity market trading — helping clients keep more of their money, grow it efficiently, and trade like a professional. He offers a white-glove, hands-on service guiding clients minute-by-minute through the technical and strategic side of building and deploying capital.

Before finding TD Coach, David had tried various lead generation methods — including marketing on Craigslist and other free channels — with mixed results. The leads he was generating were low-quality and inconsistent, and his messaging wasn't attracting the high-net-worth clients his offer deserved. He found TD Coach the same way his future clients would find him: through a Facebook ad.

TD Coach helped David cut through the noise and do one thing well: a targeted paid ad campaign aimed at exactly the right audience. Even though David was initially skeptical about the video quality of his ad, Chris encouraged him to test it rather than overthink it. The result was immediate.

Beyond the ads, TD Coach also helped David reframe his sales approach — framing calls to attract higher-net-worth clients and close at higher price points. He also implemented a direct calling strategy, which alone produced at least 3 additional clients from 40 outreach calls — roughly $3,000 in revenue from picking up the phone.

In approximately four months — including a slow start over the Christmas holidays — David acquired 6–7 clients with four and five-figure price points. His return on ad spend reached 9x, and his overall return on total investment (including program fees and marketing) sat at approximately 70–75%.