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Client Feedback

Engaging and interactive

“Excellent feedback – attendees found Dan engaging, liked his ideas and the interaction in his talk”

Darcy Burnett, Iowa Bankers Association


Fresh approach to referrals

“With over 5000 advisors in attendance, your talk helped make this our top rated conference ever … your fresh comfortable approach to referrals gave advisors the confidence to raise this with clients”

Sharon Carty, AVP Training and Development , Mackenzie Financial


Top rating

Your talk set itself apart by the practical advice and fresh thinking on referrals … you got top rating from our audience”

Guy Couture, VP, Manulife Financial


Well thought out and insightful

“A well thought out and insightful presentation to our Chairman’s Club qualifiers  ….great response to your single-minded focus on what it takes to bring new clients on board.” 

Lorne Harper, EVP and National Sales Director, HSBC Securities


Practical tips, strategies and tactics

Dan’s terrific at providing practical tips, strategies and tactics.

George Hopkinson, CEO, Knowledge First Financial


Highlight of the day

Your talk was the highlight of the day …. Many advisors commented that your ideas on referrals and client retention were the best they’d heard in a very long time.

Doug Knight, President, Okanagan Advocis Association


Actionable tips and great information

Dan provided actionable tips and great information for our conference attendees.

Dorothy Lick, Senior Vice-President, Education, North Dakota Bankers Association


Strong call to action

A strong call to action and great examples of how our salesforce can generate more business.

Alex Lucas, Bank of Montreal


Focus after the session

Relevant ideas that kept advisors engaged – excellent focus on what to do after the session.

Francoise Lyon, Senior Vice-President, Pembroke Private Wealth Management


Great feedback

“Of all the workshops at our Presidents Council meeting, your referred leads program drew the largest audience and got outstanding feedback.

Doug Moher, VP Development, BMO Nesbitt Burns


Fabulous talk

A fabulous talk with great energy … you kept a tough audience engaged at the end of two long days

David Richardson, VP, RBC Asset Management


Outstanding response

An outstanding response from the audience … six months later we’re still following up”

Nick Spencer, VP Financial Planning, National Bank Financial


A highlight of the day

Your presentation to the Tri-State Trust Forum was a highlight of the day, thanks for contributing to the program’s success.”

Sandra Tracy, Senior Vice President, New Hampshire Bankers Association


Advisors engaged

Advisors were very much engaged and found the content very useful – thanks for your preparation before the call and for your support”

Karen Ulmanis, Associate Director, Wealth Management, ScotiaMcLeod


Timely and highly informative

Your talk on “The New Rules” after events of 2008 was timely and highly informative, the insights contributed to very successful overall event – our advisors left with immediate action steps they could implement.

Scott Welch, Senior Manager Director, Fortigent


Top marks

You got the top marks of any speaker at our Presidents Club conference … great job

Scott Yeoman, Training Manager, RBC Dain Rauscher


Well thought out and insightful
“A well thought out and insightful presentation to our Chairman’s Club qualifiers ….great response to your single-minded focus on what it takes to bring new clients on board.”
HSBC Securities
>>More client feedback
Top rating
“Your talk set itself apart by the practical advice and fresh thinking on referrals … you got top rating from our audience”
Manulife Financial
>> More client feedback
Fabulous talk
“A fabulous talk with great energy … you kept a tough audience engaged at the end of two long days”
RBC Asset Management
>> More client feedback