Optimal Trust

Testimonials (feedback) from prior participants in The Power of Trust programs:

“I found this session to be very instructive. Without trust we would not be managing our client relationships, they would be choosing a different practitioner.”

“Assuming 5 is the highest score, I would rate it at the top. If we do not have the trust of our client, we are out of business. This is investment management and relationship 101.”

“Another great class – this is really the CORE of what we do. I found this information to be very useful and plan to incorporate a lot of the conversations into my daily conversations with clients.”

“EXACTLY this – is what I used 2x yesterday when I met with referrals – back to back – we set aside the INVESTMENTS and focused on the TRUST – getting to know one another…"

“While talking with existing clients and prospects, I usually have a written agenda of things to do...one copy for the client/prospect and one for me. Mine will have a special note at the top with the word “Trust” on it so that I can remember to empathize.”

“Presentation on Trust being the key issue to successful relationship building brings a different perspective that neatly ties up the difference between effective and ineffective practitioners and presenters.”

“I really liked the Power of Trust Grid- there is a lot you can do with it… and believe I can mentally tick off the grid topics in conversation ;-) “

“Loved- loved- loved it! I’ll give it a 5 and can’t wait for tomorrow’s class!”

“Most valuable today was the encouragement to ask good questions that show genuine interest, yet allow you to know more about the client, better to build their trust. Plus, it allows you to steer the conversation the direction you might want to go.”

“I thought it was helpful to have a discussion on what trust is and how to quantify it. That helped me to begin to think outside the box in how to gain the trusts of my clients. Very thought provoking.”

“Most valuable is that we can place this essential topic into a constructive reference table and begin to address it with prospects and clients.”

“Addressing trust issues based on client experiences… are as important to an advisor’s practice as showing up ready to go to work every day!”

“I’ve been blessed to be on your short list of training groupies - for which I am eternally grateful, but that being said - I see a lot of concepts presented. This presentation on Trust being the key issue to successful relationship building, brings a different perspective that neatly ties up the difference between effective and ineffective practitioners and presenters.

“This was SUPER… I hope that you renew the opportunity to bring this presentation to others! I’d give it a 5 with a bullet. “