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Recommend. Endorse. Praise. Applaud.
Care to let us give you the same Impact? Here's what others have said.
"Well worth the money!"
Brett Wilson, CFP™
President, Legacy Partners Fin'l Group
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"Daryl practices what he preaches. By going the extra mile for me, he provided a perfect example of how his strategy works in the real world.
What a treat.....getting MORE than you expect....more time, more useful ideas. Pay attention and profit..."
Don Hollinger
AXA Advisors, Flint, MI
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"Well presented, good advance outline, LOT of meat, and fine insight to the objective. I plan to put time into a review of my notes, and will get back to you soon to arrange a time for my one on one. Thank you for that opportunity, Daryl."
Bill Shaw
The Bill Shaw Company, Destin, FL
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"Good information this afternoon on ways to form alliances with CPAs..."
Edward McGowan, MBA, AAMS
Financial Advisor, Atlanta, GA
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"Thanks for the presentation. I found it to be very organized and to contain specific, useable information. There were at least three points I found very applicable to the business planning I am in the process of doing."
Ann Dotson
Financial Advisor, Flint, MI
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"GREAT call! We are in the process of trying to get CPA's to refer to us business, so your advice was right on target for us. You have some excellent strategies everyone should listen to..."
Gary Malotore
Financial Advisor,
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"Well done! Daryl really clarifies what steps to take in order to secure valuable referral networks. Valuable information."
Dan Kullman
V.P., Commonwealth Asset Mgt., Houston, TX
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"I have been in the business for 36+ years and your advice hase been excellent. I have worked with the accountants who serve my clients for
most of my career - but have yet to find them providing me additional business. But now I know why --- and how to do it! Thanks!!
"
Thomas Clark, CLU, ChFC
Compen$ation Desgins, West Des Moines, IA
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"Very relevant... straightforward... very helpful... an excellent agenda for referral alliances. Thank you for sharing your ideas with us. We really enjoyed it..."
Carol Ann Ostrowski
Sr. VP, Bryn Mawr Trust Co., Philadelphia, PA
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"Terrific advice... a lot of information crammed... but explained it well in a logical process that was easy to follow. Time well spent...!"
Jesse Pope
Financial Advisor, West Financial Group
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"Thanks for doing a great job... your work will have widespread impact on the future of our Business Support model. We needed answers, and we needed them fast. You delivered! "
Matt Austin
Station Manager, WAYJ-FM, Nashville, TN
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"What always makes things like this worthwhile for me is coming away with a few fresh ideas, and I certainly did. Thanks! You are worthwhile."
Barry Krane, CFP
President, Montebello, NY
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"Extremely helpful... extremely beneficial. Daryl underpromises and overdelivers with the quantity and quality of his material."
Dan Jankelunas, CFP, CFS
Financial Advisor, Ft. Lauderdale, FL
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"Quite informative, with several points that can lead to positive referral activity. Well outlined."
Barry L. Pinsky, CFP, ChFC
Merrill Lynch, Encino, CA
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"Daryl is the best! I told the CEO of my B/D about him and his resources, and they want me to share with the other 24 participants at the Top 25 meeting I am attending tomorrow. I am very
impressed with the information!! "
Leah Stapleton, CFP, Cphd, CSA
Financial Advisor, Orange County, CA
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"I looked at my calendar and thought, "Oh, why did I sign up for this?" Well, I'm glad I did. GREAT advice!! I highly recommend you."
Dixie Kist, CFP
Financial Advisor, Kissimmee, FL
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"Great job... you kept my attention well."
Woody Derricks
Financial Advisor, Wachovia Securities
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"Very impressive, especially as a CPA. Your advice will help me overcome many of the stumbling points."
Jim Connell, Jr.
James V. Connell Associates, Syracuse, NY
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"You made me rethink my approach in EXCELLENT fashion... a significant resource... I'm more effective having heard you..."
James H. Lance, CPA
President/CEO, Birmingham, AL
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"Daryl definitely delivers... Time and money well spent... judge for yourself.
"
Karen R. Rosenthal, MHA
Independent Agent, Cincinnati, OH
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"Great advice...thank you... I now have a road map to get going with. Well worth the money spent.... you saved me a lot of time in direction."
Mabel Flowers
Financial Advisor, Detroit, MI
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"Hit the nail on the head.! Daryl is always straight-forward and does not mince words.
Very helpful...adds big value. I will be utilizing the ideas and process in my marketing campaign for networking with accountants."
Lauren Prince, CFP®, CFS
Financial Advisor, New York, NY
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"Daryl provided me outstanding value. I was surprised by the large amount of useful information... He gave me 1 hour, instead of the 30 minutes promised. I definitely recommend...
"
Peter Eric-Philipp, CFA
Financial Consultant, San Francisco, CA
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"If you ever get a chance to talk with, or listen to, Daryl--- drop EVERYTHING. You're head will SPIN with concrete ideas instantly!"
Tommy Sutton, CFP®
UBS, Chicago, IL
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"Excellent advice... I recommend everyone pay attention to it..."
Ryan Thomalla
,
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"Pay attention... Daryl's advice makes a lot of sense."
Todd A. Hynes, CFP
Fahnestock & Co.,
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"...Great advice... excellent ideas for every financial professional..."
Romeo Raabe
Financial Advisor, Green Way, WI
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"Really outstanding Daryl... excellent!"
Roger Relfe
Financial Advisor, Topeka, KS
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"Terrific advice... great ideas... the whole package."
Ed Robinson
Janney Montgomery Scott, New York, NY
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"I really enjoyed your depth of comments on networking and getting referrals from lawyers. I can relate firsthand, from experience, to several of the points you made. Your Conference Call was DEFINITELY worth my time and investment. You put me into the frame of mind to explore this topic in other areas around Houston, not just in the Northwest area where I live."
Art Barasch
The Acacia Group, Houston, TX
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"Daryl’s conference call was enjoyable. He confirmed a lot... and also gave me brand new ideas that I can incorporate into my practice. Helpful, useful and real, including the extra resources he shared..."
Paul Wolf, MS, CFP®, CLU, ChFC
Financial Advisor, Kennebunkport, ME
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"Useful, useful, useful information. On the whole, very good. I highly recommend people listen to you."
E. Thomas Mathew
Prudential Securities, Delaware
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"Daryl, your advice was great. I learned a ton about the business environment facing Estate Planning Attorneys. I also picked up some very good ideas for marketing my services to this group.
"
Gordon Northcutt
RBC Dain Rauscher, Longview, TX
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"Your advice on getting more referrals from estate planning attorneys is one of THE BEST, most HELPFUL discussions I've ever heard. Everybody should talk to you. Again, thanks..."
Lee P. Thaete, ChFC, CLU, CPA
AXA Advisors, Kansas Branch
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"Your content was very good... your outline provided to me was very helpful in following along. Content was PACKED. Rather than 60-minutes, you gave me 90 minutes! I picked up several good ideas. Thanks for the opportunity..."
Jim Deer
Financial Advisor, Raymond James
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"I was incredibly impressed with how productive listening to you is. There are a lot people out there who market themselves as 'sales coaches' to those of us in the financial advisory world, but Daryl is the real thing. This cuts right to the implementable strategy. "
Anne Shuford Haggett, CFP®
Old Point Trust & Financial Services, Newport News, VA
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"I just got off today's conference call and thought it was excellent! Jam packed with good ideas for action. This gave me good ideas for improving my approach. I love the suggestions..."
Tonia Larson
PEN Associates, Inc., Portland, OR
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"Excellent... I came in knowing a lot about CPA alliances....and you still taught me a lot more... and had other points reinforced. Excellent!!"
Kevin Twohy
Cambridge Investment Research, Fairfield, IA
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"Excellent advice... to the point... all of your comments were timely and appropriate. You prompted me to immediately take action with my own marketing materials--- which I've done!!"
John Euler
Smith Barney, Chicago, IL
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"Today's teleconference was very helpful. Thank you."
Mitch Maurer
AXA Advisors, California
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"Your advice on attorney/estate planning referrals is quite insightful. I'm going to be giving a presentation soon to a small estate planning law firm here in Houston and will use quite a bit of the material you went over with me. Thanks again for time well spent on great business development ideas. "
Catherine Lange
Woodway Financial Advisors, Houston, TX
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"You were very helpful. Excellent organization, and a nice job giving me a lot of information..."
Brandi Ruffalo
Financial Advisor, Schaumburg, IL
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"Good information, great ideas..."
Scott Walker
InterSecurities/The Valley State Bank, Wichita, KS
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"Your information was very helpful in putting us in the right direction to building a relationship with CPA's... "
Tom Nazzaro
Lloyd, Scott & Valenti, Ltd., Denver, CO
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"Your approach is more efficient in terms or time and money savings than any other I've encountered in growing my business. Every advisor can learn from your advice, and
I recommend they all have a conversation with you..."
Larry Anderson
Merrill Lynch, Farmington Hills, MI
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"Between Daryl's written report and his personal phone call to me, it's very clear that he understands how the mind of a CPA works regarding a relationship with adviors. His information is concise, right on point and valuable. Daryl is definitely *value added*. Talk to him."
Rob Ebert, J.D., RFC
President, Santa Ana, CA
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"Enjoyed your concise, clear advice... GOOD JOB!"
Brian Martz, CFP, CIMA
Certified Financial Planner, Wichita, KS
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"I thoroughly enjoyed your insight regarding strategies/techniques for associating with CPAs. It really helps to know where CPAs are coming from when being approached by a financial planner for referrals. This was my first time hearing you, I appreciated your format. Having received referrals from CPAs in the past, I can now start to develop more efficient and professional relationships/alliances with them --- my technique in the past has always been a very low key with hit and miss results. Big plus hearing from you..."
Michael Stone, CFP
Linsco Private Ledger, Denver, CO
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"Good solid time with the conference calls. I look forward to the next call."
Rene Castro
Financial Advisor,
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"I thought you explored good keys to approaching and processing CPA relationships. Thanks for several ideas that I hadn't thought of."
Britt Porter
AXA Advisors,
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"FANTASTIC conference calls. Great in every way..."
George Speer
Merrill Lynch, Houston, TX
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"...I really enjoyed your conference call... I felt it to be very valuable! Looking forward to more."
Brian Nowfel, Financial Advisor
Wedbush Morgan Securities, Denver, CO
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"Really enjoyed the conference call... It is my observation that you are absolutely right on. I am formulating my plans to use your very insightful information..."
Cathy Lange, V.P.
Woodway Financial Advisors, Houston, TX
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"I had previously bought your CPA report, and your conference call really helped. Plus, it is an approach that I've never really thought of, and I think it is excellent. I'm looking forward to your next call..."
Michael Singer, M.D., President
Singer, Leemon & Associates, Inc.,
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"Thanks for the call. It is very helpful.
I have worked with CPAs for years but this was good, good, GOOD!
"
Norman Lee Plotkin
JD, CLU, ChFC, AEP, Atlanta, GA
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"I found your Conference Call to be very informative. Terrific process --- especially the Action Steps you described. I will follow your methods to build relationships and become a trusted resource. Well done!"
Charles E. Renaud
CLTC, Newport, RI
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"Excellent advice --- very well done!
Thanks!
"
Jack Cohen, CFP
Sr.VP & Branch Mgr,
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"...Excellent information this afternoon on ways to form alliances with CPAs...
"
Edward McGowan, MBA
Financial Advisor, AG Edwards, Atlanta, GA
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"Excellent job on the conference calls... Highly valuable advice... Listen and benefit.
"
Mark Field
CFP, ChFC, CLU, Roswell, GA
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"Outstanding Daryl. Thank you for your advice on gathering more CPA referrals! "
Antoinette Laferriere
President, Griffon Financial Group, LLC, Portland, OR
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"Your conference calls are a very good overview and refresher in some incredibly important steps. Thanks!"
Curt S. Heinz
CFP, CLU, ChFC, Charlotte, NC
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"Wonderful work…Your services created value for the Stock & Bond Club that we didn't know how to get. You delivered on-time and as promised. A big thank
you!"
Gary Wohrle
President, Stock & Bond Club, Ft. Lauderdale, FL
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"Very concise. You've made a significant difference in my business.I appreciate your 'FRESH IDEA APPROACH' to this business. You separate the men from the boys."
Kay Van Jones
Financial Advisor, W.R. Hough, Naples, FL
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"Your recommendations are valuable tools that will have a tremendous impact on my practice. You spent some good time with me--- unique ideas that every advisor should learn -- and USE!"
Carl Myers
Financial Advisor, MetLife, Charlotte, NC
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"In just 10 minutes you gave me more value than the $6,000 I spent with another 'marketing' company in 6 months!"
Michael E. Brown, CFP
Financial Advisor, Prudential Securities, Saratoga Springs, NY
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"I just wanted to say how effective our team found Daryl's suggestions! What a MAJOR, POSITIVE impact he's had on our seminars!"
Lynn W. Young
Financial Advisor, Morgan Stanley, Reston, VA
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"My old approach to referrals was my downfall. But I took your advice and started using your techniques. I'm much more successful. Thank you!"
Ann McPhie
Financial Advisor, MONY Group, New York, NY
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"You know what you're doing... INCREDIBLE marketing and media advice. Thanks for showing us how to build long-lasting, productive relationships..."
Paula Bowers
Owner, Colour Allure, Boca Raton, FL
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"88.1 WAY-FM wanted to make web site changes. You helped us assemble a Focus Group from beginning to end and it was INVALUABLE! Thank you for saving us countless man-hours. Your conclusions were exceptional. Your detailed report, 100% quality. VERY IMPRESSIVE! You not only helped us on this project, but also with key decision making."
Dusty Rhodes
Chief Operating Officer, WAY-FM Media Group/WAYF-FM 88.1, Colorado Springs, CO
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"First class work. The pre-interview info about your client was fabulous... quick response. I'll always keep your client in the back of my mind for future assignments."
George McKenzie
Talk Show Host, San Antonio, TX
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"The source for accurate scoops and business news... forget about sugarcoating... you tell it like it is. Your keen insight helps me in a BIG WAY as a Business Editor..."
Marco Commisso
Business Editor, Boca Raton News, Boca Raton, FL
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"I need leading-edge advice. You're an asset every time. Attention to detail, ability to meet deadlines, steady communication... all reasons why you are one my primary contacts."
John Yuva
Writer, NAPM Magazine, Tempe, AZ
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"It's difficult to find people that really know business news and the financial world...it was great to interview real pros that had a solid understanding...thanks!"
Wendy Ryan
News Anchor, Miami, FL
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"I've gotten AMAZING feedback on the new Company name you created for us! People are choosing to work with us JUST because of the name!!! Great work."
Joel G. Block
President, Growth Logic, Agoura Hills, CA
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"Practical advice our readers can use… please keep it up. I look forward to your column -- it's well written and a simple edit. Thanks!!!"
Glenn Koch
Editor, Ticker Magazine, New York, NY
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"Valuable marketing information to attract and retain more customers. We're using your advice and material with great results among all areas of our organization."
Gonzalo Vega
Managing Director, Sensormatic, Lima, Peru
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"After all of my years of experience, I thought I had heard everything. That was not the case, however. I was able to take away some ideas from your talk and really appreciated your time. Thank you for the enlightening and uplifting brief seminar."
Edward I. Millan
Account Manager, AT&T, Ft. Lauderdale, FL
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"I really enjoyed the seminar 'Get Business To Come To You!' and eagerly want to share some of the things that you spoke about with my employer."
Sandra Simpson
Account Manager, Personnel One, Boca Raton, FL
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"One the FINEST people I know. You never waste my time hyping story ideas that are of no interest to me. You take the time to understand the goals of my paper and my particular focus. I always know when Daryl calls that what he will say will be important to me. At the same time, he is always ready to lend a hand when I need help in finding sources or new story ideas. He doesn't just push his own ideas...."
Dan Ruck
Real Estate Reporter, South Florida Business Journal, Ft. Lauderdale, FL
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"...Valuable advice... You've helped me...and your clients...greatly with stories I've worked on."
Ray Dreyfak
Selling Power Magazine, Fredericksburg, VA
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"Your marketing advice and Focus Group research was extremely valuable to us--- critical in the web site development we did. In the event that we encounter a need by ANY of our customers to do research on their web presence, can count on us giving you a STRONG recommendation!"
Michael Wilson
Webmaster, Mad Dancer Media, Franklin, TN
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"Big insight - incredible creativity!! Your techniques have helped us attract HUNDREDS of people to our events. Thanks!"
Alyson Alpert
Dir. of Communications, Boca Raton Chamber, Boca Raton, FL
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"The seminar you did for our members was fantastic. We received many positive comments on your marketing techniques. All of the feedback was very positive, and I look forward to having you back again in the future."
Gail Galbraith
VP, Boca Raton Chamber, Boca Raton, FL
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"The best and most innovative ideas for our event came from you and we appreciate your creativity."
Trina Pulliam
Co-Chair, Crystal Slipper Awards, West Palm Beach, FL
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