“…advisors and end clients loved him! Since yesterday, I have received four requests from advisors that would like to use Jeff for client seminars…The team also told me that we should see a few more million into our funds.”
– – D. Drew, Fred Alger & Company, Incorporate
“Your presentation brought value to our clients, reinforced our existing client relationships and is already acting as a springboard for increasing our affluent client acquisition.”
– – L..K., Sun Trust Investment Services
“Jeff was able to take a complex topic and make it simple. Our audience connected with his personal presentation style – great job.”
– – J.C., Sr. Sales Relationship Manager
“…our clients really appreciated your insights, opinions and thought provoking suggestions. Your involvement helped make our event a huge success!”
– – Scott Welch, CIMA®, Senior Managing Director of Investment Research & Strategy, Fortigent, LLC