Comments from attendees of Dan Sullivan's AdvisorMax coaching session:

The Bigger Future

• We were clearly in the hands of a true professional. He has total clarity of purpose and presented his concepts very cleanly.
• The goal setting piece was powerful
• It was conceptual and practical at the same time.
• I will be able to use Dan's approach to developing client presentations.
• Dan Sullivan is an excellent speaker and is very concise and informative in this thoughts and ideas
• It wasn't just theoretical, it was applicable to real life.
• Dan's presentation [provided] an appropriate framework for people to begin making some large changes in their professional and personal development.
• The session was very valuable—important concepts presented.
• Dan Sullivan had unique and enlightening information. It changed the way I view my practice.
• I really enjoyed the session. It got me thinking outside of my daily to-do list!
  
  

Comments from attendees of Katherine Vessenes's AdvisorMax coaching session:

Blueprint for Becoming a Multimillion-Dollar Financial Advisor

• I learned some new ideas for improving my relationship with my clients and prospective clients. Katherine did an excellent job.
  
• The session was very directly related to what goes on day-to-day, and Katherine's ideas are completely scaleable up and down.
  
• Katherine is a wonderful speaker. She's enthusiastic, keeps it very simple, and it's clear she has been there before. It was a GREAT use of an hour.
• Would I recommend this session to others? Yes, absolutely. Veterans and new advisors can learn a thing or two.
• Katherine had good tips, and the presentation went quickly through solid and useful information.
• I enjoyed Katherine's practical examples and case studies. I need to implement everything she said. Katherine was excellent.
  

Comments from attendees of Bob Cobb's
AdvisorMax coaching session:

The 90-Day Dazzle

• I liked the specific, concrete, tested actions that were suggested for my daily activity. This seems to give me a roadmap and a timetable to follow.
• I thought Bob was very articulate and demonstrated excellent first-hand knowledge of the subject. It's directly related and critical to establishing a trusted relationship.
• Would I recommend this session to others? YES!
• Bob presented great information. I can't wait to try out his method for how to 'wow' new clients.
• I think the fact that we can implement Bob's ideas with new and existing clients, coupled with the fact that his methods will keep us active in a positive way, will help me to motivate my team in the right direction.
• The practical examples that Bob provided were invaluable. I learned a disciplined process for contacting clients.
• This session was excellent. Bob uses relevant information and discusses real situations—as opposed to "theory only" situations to express the implementation of his ideas.
  

Comments from attendees of Julie Littlechild's
AdvisorMax coaching session:

Habits of the Most Efficient Advisors

• The session solidified that I need to change the way I run my business to be more efficient. Julie was excellent at explaining what big-picture items advisors need to focus on.
• I enjoyed the logical sequence of Julie's session and that she left the "pump you up" fluff out.
  
• The content really hit home! My business partner and I now KNOW we need to be more efficient. Now I can see what our inefficiencies are costing us!
• The presentation was well organized, with wonderful content and specific examples of actions that one can employ in their business to be more efficient. I thought this was an excellent use of my time.
• I loved the constant linking of high-level goals with daily actionable tasks.
• The session was very timely in our own business model. Julie left me wanting more...which is a good thing!
• Julie has an excellent "presence" – you can always tell when some one "believes" in what they say and is confident about their material. I felt she was really in the room with me. What I liked most were actual ideas that are actionable!!! Julie hit the nail on the head, and hit it hard!
• Often these types of webinars are too general – I found this one to be quite to the point, with information that can be utilized immediately.
• This session was terrific. I was especially glad that the topic as advertised was exactly what was delivered. I attend a lot of webcasts and Julie's is among the best.
• Everything in this session was related to my practice. My behavior is changing one step at a time. A++.
• It was an organized and practical summary. It was one of the best one-hour coaching sessions I have heard.
• One of the things I appreciate about Julie is that she understands our business and directs her suggestions in ways that directly relates to the work we do. Julie is one of our industry's best and most practical coaches.
• Julie was brilliant, as usual. She's making a significant contribution to the industry with her research, experience and insight.
• There was very little "fluff" in this session, and it wasn't a huge commercial for anything with a tiny bit of useable information thrown in. It was one the best webinars I've attended.
• I would recommend Julie in a heart beat.

Comments from attendees of Joe Robinson's
AdvisorMax coaching session:

Stress Management for the Crazed Advisor

• Even if you love your work, Joe said, if you do too much of it, you'll hate it. That was me.
• Six weeks and three one-on-one coaching sessions later, I accomplish more in many fewer hours, and look forward to both coming to work and going home to enjoy my life without feeling guilty that I'm not at the office. All these years, I've had it backwards.
  
• I can't imagine anyone who wouldn't benefit from Joe's innovative and highly-personalized coaching. I've never learned as much as quickly, and – most important – my life and my career are infinitely better in all ways." —Susan, Denver
• The session was about real life challenges.I would recommend it to to anyone whose business success is constrained by life-balance issues.
• Joe provided good "actionable" advice. The content was very relevant to me as it's easy to allow work to become all consuming.
• Joe gave us good information about reducing stress. I plan on finally taking a vacation to relax!
• This session addressed the concerns I've been having. I would definitely recommend Joe to others!
• Joe was very interesting and informative and he took us through a fantastic slideshow.
• Thanks for a wonderful workshop. I'll take away many things including: Quality of experience is much more important that quantity of goodies. I try to tell my clients, and myself, this every day. Let's hope my conscious brain wins the battle…with help from people like you.