|Testimonials about Bob David:
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
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:
effective presentation' ...
low-key approach to getting referrals' ....
'30 years in
securities and this is the first time I've heard this type of approach'
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