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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Leah Dubberly, CFP®, CDFA®, Certified Financial Planner
Merrill Lynch
"After we attended your (2009 Regional) conference, I decided to go with the following key targets / words / passion for vertical business development:
• Women
• Alzheimers
• Caretakers
• Rainmakers
• Divorce Planning
At the event this evening, there will be 12 of us. (Attached is a reminder card. The invitations were issued by personal phone call.) In attendance (were) attorneys; the head of Alzheimer’s Council for Tri-county Area; head of community relations for Southern Company; business owners, university department heads. These women are turning into my referral source and network for conducting small events for women in the ultra high net worth category. I just met yesterday with a prospective female client, age 70, $9 million portfolio strung out everywhere……she attended my first event in August."
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