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Contact us for virtual speaking and training!

I wanted to tell you how much I enjoyed your presentation yesterday at the Orange County FPA meeting in Irvine. It’s nice to have a presenter who doesn’t take herself so seriously and is able to be herself in front of such a large audience.

Two things you said in your presentation that stood out to me:

1) Clients would appreciate it if I expressed to them directly my desire to have a great relationship that is open to feedback so that their client experience would be even more enjoyable

2) I can only improve my reputation if I understand how I am being perceived

Jeffrey Little, CFP®, Investment Advisor Representative Happy Client Logo
How to Say Anything to Anyone by Shari Harley

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Events in May 2023

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May 1, 2023 May 2, 2023 May 3, 2023 May 4, 2023 May 5, 2023 May 6, 2023 May 7, 2023
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May 15, 2023 May 16, 2023 May 17, 2023 May 18, 2023(1 event) May 19, 2023 May 20, 2023 May 21, 2023
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May 29, 2023 May 30, 2023 May 31, 2023 June 1, 2023 June 2, 2023 June 3, 2023 June 4, 2023

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Call Us : (303) 863-0948


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