
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 valuableimportant 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!

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.

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 situationsas opposed to "theory only" situations to express the implementation of his ideas.

AdvisorMax coaching session:




























