Testimonials

Identifying the Invisible Rich:

Good place to learn about the various website resources – Many I was unaware of.

Harrisburg, PA

Actionable ways to find a market you want to target

Philadelphia, PA

Structured approach! Website info, lots of San Diego opportunities.

San Diego, CA

This was the best presentation I have heard in all of the (newer advisor) guest presentations.

San Diego, CA

Many options for finding people never thought about

Philadelphia, PA

You rock! Best session of the event and instructor.

Philadelphia, PA

One of the best workshops I’ve ever attended.

Philadelphia, PA

Handout, examples, humor, guide to stepping outside the box to choose target market & specific action steps regarding how to execute your strategy.

San Francisco, CA

Best, how to find more prospects. I really liked the statistical data you provided.

Overland Park, KS

Well delivered and tons of info. Will use it to developmy lead program for 2017.

Overland Park, KS

Where to Meet and Socialize With Wealthy Individuals:

Great insight into how to use organizational memberships vasca prospecting tool.

Harrisburg, PA

Great ideas shared in an organized format.

Philadelphia, PA

Places to go vs. costs/benefits, Action Plan – Gave steps to accomplish goal.

Philadelphia, PA

Concise exposure yo HNW prospecting.

Mill Valley, CA

Thinking about how the time/money/return ratio produces effective outcomes and being strategic about where you are binvolved.

San Francisco, CA

Talking w. Wealthy People (and Getting Them to Like You)

Good information on the fundamentals of starting a conversation

Harrisburg, PA

Great strategies for proper networking at events – business, social

Harrisburg, PA

3 ways to meet in social situations. Always struggled with this subject.

Philadelphia, PA

Learning about bthe ways to talk about different topics at these events. Find something in common.

Philadelphia,PA

Transforming Wealthy Friends into Clients

A new perspective on friends and family as clients and how to do it properly

Harrisburg, PA

Best of all presentations; Useful examples, situational “how to’s”

Philadelphia, PA

Working bwith friends. I’ve identified some good opportunities amongst friends.

San Diego, CA

I like the “how to” of new ideas I can implement.

San Diego, CA

Process of understanding and actually asking for business.

Overland Park, KS

How to Add 100 New Prospects in 12 Months

Great ideas to take advantage of people we come across and seeing them as opportunity to make them clients.

San Diego, CA

Bryce made it simple and made me realize there are things I can be doing better to get in front of people.