"I've witnessed Bob's magic first hand. I'll never forget watching this guy in the audience catch himself in mid-air after beginning to jump over to give Bob a hug following his presentation..."
Bill Nicklin, CEO Horsesmouth LLC
"Bob David's session on 'Leveraging Relationships into Quality Referrals', received a grade of 4.6 out of 5, which was among the top scores at our recent conference. Some of the written feedback included:
'Extremely effective presentation' ...
'Outstanding low-key approach to getting referrals' ....
'30 years in securities and this is the first time I've heard this type of approach' ...
'Good information about referral anxiety - other advisors don't talk about this' ....
'One of the best presentations I've attended. Great!'
Rob Gannon, Vice President, Private Client Group, SIFMA (Securities Industry and Financial Markets Association)
"Bob, we want to thank you for doing such an outstanding job at our team retreat. Your preparation and insight into our team, job responsibilities, personalities, strengths and weaknesses was most helpful.
To put things into perspective, we have had six retreats in the past ten years and we feel this was the most beneficial. You have given us a good platform to build upon in order to reach even higher levels of success.
You are obviously very good at what you do."
Managing Director, Fortune 100 Company
"Thank you Bob for being such an inspiration to our group. You gave us practical ways to get more referrals and help us build our business in a very challenging environment. As you say, 'this is the prospecting
opportunity of a lifetime' - it just takes having the right 'know how' to take advantage of it and we are already seeing the results."
First Vice President, Wealth Management Firm
"Bob David has that rare ability to really listen when he coaches. That's what makes him unique. Once, he reminded me of something I had said casually in our first conversation that turned out to be the key to
changing the focus of all our prospecting efforts. He knows how to provide just the right insight, the right way at the right time."
Business Owner and Entrepreneur
"Bob did a masterful job of speaking and coaching at our conference. He did all the right things. He was sincere, articulate, knowledgeable and humorous. I've been in business more than 20 years and this is the
first time I felt compelled to pass along my compliments."
Senior Vice President, Financial Services Firm
