Bob David






Testimonials about Bob David:

"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
 

As the son of a college professor and a concert pianist, Bob David grew up with education and live performance in his blood. A compelling public speaker with a playful sense of humor and a rare gift for both listening and teaching, he began winning over audiences early in life.

You know how some teachers attempt to silence students by asking "would you like to teach the class?" This tactic always backfired when used on Bob as he would gladly accept the offer and share entertaining insights on the spot or deliver an impromptu speech on the subject - often leaving his fellow classmates laughing out loud, or sometimes considering new ideas, but always feeling better informed and more engaged.

He also developed a passion for the pursuit of excellence, competitive sports and coaching others how to succeed. As a scrawny, ninth grade saxophone player, Bob's life was changed forever one day after listening to a motivational speech delivered by his High School's legendary football coach. He immediately committed to the daunting task of reading 100 books before graduating; completely transformed himself physically; and shocked everyone by becoming a star performer on a football team that went 15-0 his junior year. After his team won the AAAA Georgia State Championship and was ranked #1 in the nation by a prominent sports writers poll, Bob began public speaking to groups about success, self improvement, goal achievement, peak performance, overcoming adversity, leadership and winning based on his storied experience.

He was offered a full football scholarship to Furman University where he helped his team win three Southern Conference Championships. Those winning seasons included major upset victories over much larger schools such as GA. Tech, North Carolina State and South Carolina. Despite a grueling practice and academic schedule, he graduated Cum Laude with a Bachelor of Arts degree in Business Administration in 4 years.

At age 21 he began his career in the investment industry with Merrill Lynch in Atlanta GA.- becoming the youngest hire in the nation in his financial advisor training class. Bob was a long shot to make it as he had no contacts and no prior financial experience but defied the odds by building a clientele from scratch through cold calling, referrals, speaking, networking and niche marketing to become a record setting Financial Advisor.

At age 27, Bob moved to Southern California to become the youngest branch manager at Merrill Lynch. Later at Prudential Securities he was named to the prestigious Branch Managers Advisory Council. Then as Senior Manager - Advisor Best Practices Group of Wachovia Securities in Richmond VA, he successfully coached many of the firm's top advisors and advisor teams. He was a leader in the development of advanced Advisor and Branch Manager training curriculum. He was also the Emcee and lead off and closing speaker at the firm's highly acclaimed "Mastering the Business of Advice" advanced training conferences delivered to thousands of veteran advisors nationwide.

Later as Director of Advisor Programs at Horsesmouth LLC, Bob became well known for developing and delivering highly successful, innovative and entertaining live training programs to a variety of firms and audiences - most notably on referrals. He's also known for his insightful commentary, coaching ability, strategic thinking, creative problem solving, live event consulting and energizing speaking style.

Bob now lives in Richmond VA with his lovely wife (a CPA) and their two beautiful children.






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