18/06/2019
Congratulations to our most recent 5-Day graduates! Christy, Dan, Sarah, Scott, Sherrie, and Tim experienced the power of and we are sure they are already developing stronger relationships with their clients. Big thanks to trainers Louis and Anita Vollebregt for leading the residential program. Their understanding of the material and exemplary leadership qualities shined throughout the week. Shout-outs also to Nadam Schmidt and Lora Woodward who were the class "seniors" having taken the training a couple of times before and offered additional support.
What did participants say?
"An absolutely superb methodology for understanding the client at her/his core -- which is the only way we can serve as a true fiduciary. And, what a joy it was to experience the process for ourselves!" - Sarah Hussey
"This training should be included as core curriculum for anyone getting into the business of financial services. It's that important." - Tim Baker
"Louis and Anita effectively guided me through the life planning process." - Sherrie Campbell
"I've been told I was a good listener before, but realized I maybe never was in comparison. I'm coming out of this training as a great listener." - Dan
