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AdvisorMax Practice Management Coaching Sessions

Comments from Participants

April 10, 2008
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Comments from attendees of Dan Sullivan's AdvisorMax coaching session:

The Bigger Future

  • We were clearly in the hands of a true professional. He has total clarity of purpose and presented his concepts very cleanly.
  • The goal setting piece was powerful
  • It was conceptual and practical at the same time.
  • I will be able to use Dan's approach to developing client presentations.
  • Dan Sullivan is an excellent speaker and is very concise and informative in this thoughts and ideas
  • It wasn't just theoretical, it was applicable to real life.
  • Dan's presentation [provided] an appropriate framework for people to begin making some large changes in their professional and personal development.
  • The session was very valuable—important concepts presented.
  • Dan Sullivan had unique and enlightening information. It changed the way I view my practice.
  • I really enjoyed the session. It got me thinking outside of my daily to-do list!

     

Comments from attendees of Katherine Vessenes's AdvisorMax coaching session:

Blueprint for Becoming a Multimillion-Dollar Financial Advisor

  • I learned some new ideas for improving my relationship with my clients and prospective clients. Katherine did an excellent job.
  • The session was very directly related to what goes on day-to-day, and Katherine's ideas are completely scaleable up and down.
  • Katherine is a wonderful speaker. She's enthusiastic, keeps it very simple, and it's clear she has been there before. It was a GREAT use of an hour.
  • Would I recommend this session to others? Yes, absolutely. Veterans and new advisors can learn a thing or two.
  • Katherine had good tips, and the presentation went quickly through solid and useful information.
  • I enjoyed Katherine's practical examples and case studies. I need to implement everything she said. Katherine was excellent.

Comments from attendees of Bob Cobb's
AdvisorMax coaching session:

The 90-Day Dazzle

  • I liked the specific, concrete, tested actions that were suggested for my daily activity. This seems to give me a roadmap and a timetable to follow.
  • I thought Bob was very articulate and demonstrated excellent first-hand knowledge of the subject. It's directly related and critical to establishing a trusted relationship.
  • Would I recommend this session to others? YES!
  • Bob presented great information. I can't wait to try out his method for how to 'wow' new clients.
  • I think the fact that we can implement Bob's ideas with new and existing clients, coupled with the fact that his methods will keep us active in a positive way, will help me to motivate my team in the right direction.
  • The practical examples that Bob provided were invaluable. I learned a disciplined process for contacting clients.
  • This session was excellent. Bob uses relevant information and discusses real situations—as opposed to "theory only" situations to express the implementation of his ideas.

Comments from attendees of Julie Littlechild's
AdvisorMax coaching session:

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