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TOPICS:
Marketing
Customer Service
Management
Branding
Sales

FEE CATEGORY:
10.0k to 15.0k

    "I've received such a positive response from our event held last Thursday that I'm beginning to wonder how I will top it next year! Your presentation was most certainly a highlight of the day for everyone in attendance. After listening for two hours, I'm sure there was not one [who] could claim leaving without a new idea or simply a "new-found" enthusiasm to put to use in their business."
    -- Mutual Funds Branch Manager, Manulife Securities, London, ON

    “Duncan, I just wanted to thank you for coming to speak to us at the Greater Oakbrook Chapter of the FPA. Your talk was exceptional! My hand still hurts from taking so many notes that I'm convinced will raise my service to my clients. You were exactly right when you wrapped up your comments. You provided me with insight to new ideas as well as validated some of the things I'm already doing. Thanks again, it was great seeing what a Canadian looks like.”
    -- Waddell & Reed, Naperville, IL

    Selected Clients:

    Advest Inc.
    Lincoln Financial
    A.G. Edwards & Sons Inc
    Merrill Lynch
    American Express Financial
    Metropolitan Life
    Bank of America
    NatCity Investment
    Dain Rauscher
    PaineWebber
    First Union Securities
    Prudential Securities
    Franklin Templeton Investments
    Raymond James Financial Services
    Global Financial Associates
    Smith Barney
    Investment Centers of America
    SunAmerica
    John Hancock

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