Champ D. Warren III
Merrill Lynch - Private Wealth & Banking Group, Houston Texas
"Richard,
Thank you very much for the time you devoted to my team and me today.
I am very grateful for the advice you shared with us today and I want you to know you had a real impact on us.
Thanks again"
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Gregg W. Stupinski
MorganStanley/SmithBarney
"Richard,
Thank you so much for training our advisors in the Boca offices. I have heard nothing but great feedback, and the message fit exactly what we are tracking in our Practice Management training. Hope all is well."
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Michael B. Karwic, CFP
West Chester, PA
Richard ( & your fine team),
"Thank you for a great session in Boston yesterday. I have heard you speak briefly before, and have received your Weekly Marketing Tip for some time now, but spending a full day concentrating on your guidance for my business was one of the best days I've spent on my business since entering the industry (in 1997) . Thanks again!"
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