Today I thought of trying something new in my prospecting activities. The implementation I will take credit for, but for the process I have to thank you. Instead of using lists of people for cold calls, I decided to try calling our existing advisors and asking for referrals (your “Intelligent Prospecting”). In two hours and nine calls later, I received six qualified referrals! Your comment about working hard being less important that working smart really made a lot of sense.

– Keith D. Stempel, Internal Regional Consultant, AssetMark Investment Services, Inc.

Thank you for your time, insights, and "tweaking" of my sales skills. Your knowledge made me realize some of the "back to basics" skills that are so vital in the selling process. I look forward to working with you again soon!
 

- Otto Wright, SE Area Training Manager, Nextel Communications

I just wanted to thank you for coming to our office yesterday. I know I speak for the team when I say that it was definitely what we needed. I did some serious soul searching yesterday afternoon, and your visit helped me refocus and get my head on straight. After adjusting my Vision, I now know what I need to do, and how I can get there, and it's because of some of the things we talked about. Thanks again for everything you've done for us. I'll look forward to our next session.
 

- Roger N. Geis, Managing Account Executive, InsMark,Inc.

Thank you for the time on the phone. Your support and encouragement was very helpful to me at the time - more than you will know…You are very good at what you do. Just listening and understanding the reality of our world without trying to control it is a breath of fresh air.
 

- Anne Root, AT&T

Thank you for all the help you have given me during the past quarter. Thanks to your training and personal assistance in my marketing development, I have become a consistent producer with Cellular One. Working in Marin County, a territory that is largely residential, has offered many challenges, and the use of your techniques has allowed me greater success in selling in that difficult environment. Thanks again for your help. I look forward to working with you again in the near future.
 

- Michael Downs, Cellular One

The advice you shared with me has already proven to be invaluable, both in my professional and personal life…I look forward to applying what I have learned from you to my personal growth and to the success of our mission at Charles Schwab & Co., Inc.