Client Retention

Geoff Colvin

Senior Editor-at-Large Fortune Magazine – Helping Audiences Rethink Leadership Achievement & Human Possibility

Hal Barr

Helping Sales Professionals Achieve Top-Line Growth at the Highest Level With the 80/20 Rule

Hal Becker

A Nationally Known Expert on Sales, Customer Service & Negotiating

Institute for Preparing Heirs

Bringing Advisors and Families Closer Together by Providing Advisors with Training, Tools, and On-Going Support to Prepare Familes for Successful Generational Wealth Transfer

Jack Broyles

Jack Broyles specializes in training financial professionals, their clients, and families on – the financial aspects of Alzheimer’s disease and Elder Financial Abuse. 

Joey Coleman

The First 100 Days – Creating Remarkable Customer Experiences to Gain a Customer for Life.

Search By Category