Speaking Testimonials

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Rob, I wanted to take a moment to let you know how incredibly relevant your presentation was to our front line officers. It helped answer the question “How do we differentiate ourselves from our competitors” and it accomplished our objective of helping our partners become better at what they do so that we all succeed. I know of several associates that have already incorporated many of the strategies you showed us into their personal marketing plans. I look forward to the success that the techniques that you showed us will bring to our practice.

-Regions Bank

As we were constructing the agenda for our 2011 National Sales Conference I knew that I wanted to engage someone to work with my wholesalers who is an industry thought leader, had real world experience and was a proven expert in the art of taking sales organizations to the next level.

Given the diverse group that we have and the various levels of experience they also needed to gain wholesaling key success traits and improve each of their own talents and abilities.

Rob conducted a two hour session for us called Five Undeniable Traits of Extraordinarily Successful Wholesalers that is based on the coaching work that he does at Wholesaler Masterminds.

Simply put, my team thought their experience with Rob was incredibly successful. All the feedback was fantastic and the wholesalers felt like they had a seasoned and professional expert, who was informative and entertaining. Many commented that this was one of the best training sessions they had ever attended. Everyone felt they gained tremendous insight into the art of wholesaling and improved their skill sets. Simply put, this was invaluable to our sales organization.

We look forward to having Rob back in the not too distant future.

-Highmark Funds

Rob was up to the challenge of addressing a diverse audience that included sales, operations and technology representatives from insurance companies, broker/dealers, wire houses and vendors. As the keynote speaker at our user conference, Rob provided thought-provoking insights and actionable ideas in a very entertaining and engaging format. Rob’s energy is contagious and the message applied to everyone. It was a great conclusion to our conference!

-Blue Frog Solutions

From start to finish, Rob Shore did a great job for our team of Bank Branch Managers. He set an appointment with me a month prior to review details on the audience, location and other needs. He was very flexible when we added/deleted attendees and changed the venue.

The presentation was fun, interactive, entertaining and useful. Normally it is hard to keep an audience engaged after lunch but Rob had no trouble keeping everyone’s attention. People were taking notes and sharing comments. Afterwards at least 10 people made it a point to tell me how much they enjoyed and got tons of useful tips from the presentation. Even had a few that are notoriously hard to please, say they liked Rob and the Listening Workshop!

-BBVA Compass Bank

Rob lead an interactive, hands-on program for my Relationship Management team that enabled us to enhance our communication skills both internally and externally. This program has provided immediate impacts amongst the team as well as deepening relationships with our partners. Rob’s skill and programs are very timely and can enhance your Financial Advisors productivity and/or improve how your wholesalers and relationship managers interact with partners.

-Nationwide Financial

Your message was spot-on. In these ‘interesting market times’ advisors are challenged to set themselves apart and distinguish themselves and their practices.

-LPL Financial

Your emphasis on Memorability was right on and exactly what our sales force needed.

-VSR Financial

Our sales force relies upon your expertise to hone their skills and earn the respect and business of their FAs. Everyone I spoke with mentioned that they thought your presentation was fantastic.

-Aquila Funds Distributors

The message you deliver is not a ‘one and done’ speech. It is a thought provoking call to change behavior… today.

-Allstate Distributors, LLC

Your presentation was well received, even by the best of producers… a million dollar producer said there were several points that he plans to incorporate into his day to day…

-Dreyfus

A presentation by one of my Sales Managers to her sales team already produced a more memorable experience for our clients.

-U.S. Bancorp

Your presentations have helped my team differentiate themselves in the field and ultimately will help insure that American General is seen as the automatic by our clients.

-American General Life Company