“Your analysis is great, except for one thing: where were you a year and a half ago?”
Business owner who has been struggling for over two years to make a decision about his business
“You are so organized, you make me sick.”
Fellow co-worker
“With many thanks for your wise counsel and for the difference it has made in our lives. God Bless.”
A satisfied client in a note with a gift
“We really appreciate all the hard work you have been doing for us. I know we can be particular and have lots of questions. Your patience to hang in there with us is wonderful.”
An unsolicited note
“He is the most logical person I know.”
A client talking to an attorney about our work
“Your help in our family financial and retirement quagmire has been immeasurable and we will be forever grateful for your wise counsel.”
A client during a client satisfaction survey
“It is I who needs to thank you for putting on such a great program. Despite the technical problems we encountered, you did a fabulous job. You were able to connect with the audience and maintain their interest. I appreciate you coming out to do this for me. Your handout was very professional and I came away with some new information.”
On our seminars
“Thanks for today’s meeting. Your research, preparation, knowledge, and confidence were evident and responsible for the positive outcome. When we walked into his office, I read (the attorney) as being ready to attack because he was “the expert.” You turned him around. Another great job!”
Regarding dealing with attorneys
“I have dealt with other professionals but he excels them all for he has my best interests at heart. I trust him!”
From a Center of Influence
“Thanks for all your great work and follow up. You are acting like a financial planner who takes responsibility for people’s financial well-being. That’s a great sign.”
Early on, regarding work as a Treasurer
