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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Glenn F. Fuller CFM, VP
Wealth Management Advisor
“Richard, You joined me at my first client/prospecting event in Palm Beach in January 2008. We did a January 2009 party with 165 attendees and are doing another party January 2010 and the 2011 party is on the calendar. It has turned into an annual event and one of biggest social events of the year. Now, just to let you know, I have really dived into the Club’s activities and have run a trip to the South of France last year and am running a trip to the Bay of Naples next September. All of this has lead me to be able to open two accounts with members that have a net worth in excess of 1 B. I have one more that I am close to. He and I chartered a boat in the San Juan Islands this past September and he has chartered the Onasis yacht for the Italy trip next year with my wife and I as his guests. While all this is changing dramatically my business, I am having more fun than I ever had with my friends and boating."
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Bryan Merillat
AXA Advisors
"Hello All,
I just wanted to reiterate how worthwhile Richard's presentation was--certainly one of the most advisor useful speakers I've ever heard!! I will be using several of his ideas in every contact I make. Thanks for bringing him in!"
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