“Richard,
Thanks for all your help over the years. Because of your help and the income I made from your help I was able to retire at age 52.
Regards,
Bill O'Neil”
–Bill O'Neill
“Richard Weylman's strategies and verbiage accelerated the entire process and my brand is now known in the legal community here in Austin.”
–Erik J. Antener - Vice President, Professional Specialty Group
“The Weylman program that we participated in has been critical in laying the foundation to build out a very structured marketing program program for our FR's.”
–Scot Davis, CDM - Austin, TX
“Partcipation in the Weylman process has enabled me to significantly increase the efficiency and effectiveness in daily interactions with clients and prospects.”
–Drew M. Kroeplin, FR - Oregon
“Richard, I wanted to let you know that your sessions at Mutual of Omaha's sales conference were by far the most powerful of the week.”
–James J. Murphy - Mutual of Omaha
“Richard,
Thank you so much for training our advisors in the Boca offices. I have heard nothing but great feedback, and the message fit exactly what we are tracking in our Practice Management training. Hope all is well.”
–Gregg W. Stupinski, Morgan Stanley Smith/Smith Barney
“Richard Weylman's materials have helped our company move from good to great. Richard is a wonderful teacher and coach.”
–August C., Senior Vice President of Financial Company
“The presentation at the retreat was a life changing event for me personally and a game changing event for our team. I.E. To create a distinct culture, live out our brand and create and focus on that portfolio of memories.”
–Nick Trojano, Treasury Partners, NYC, NY
“Richard,
Thank You for teaching us how to elevate our business.”
–Nate Armstrong, The Armstrong Group
“To say it simply--Thank you! You gave a great presentation. I absolutely loved it! As I'd put it--'Humanizing corporate marketing and the corporate world.'”
–Dima Berdieve, Boston Private Bank & Trust Co.
“I just wanted to thank you again for your presentation and for the team meetings. You seemed to create quite a stir, especially among some of the more senior advisors.”
–Richard Deltrick, Jr., Merrill Lynch
“Richard’s Target Marketing materials and programs have had a re-energizing effect on my business.”
–Mark J, President of Insurance & Financial Firm
“Richard,
Thank you very much for the time you devoted to my team and me today.
I am very grateful for the advice you shared with us today and I want you to know you had a real impact on us.
Thanks again”
–Champ D. Warren III, Merrill Lynch - Private Wealth and Banking Group, Houston TX
“Thoroughly enjoyed the program today. Richard had a long list of things worth remembering and doing. Plan on signing up to follow his program. Thanks for making this happen. Looking forward to doing business.”
–John J. Checki Jr. CPA CFP® CRC®, Securities America, INC
“I have sent you a list of the advisors who attended yesterday's morning event. The feedback was outstanding. Thank you.”
–Lynda Svenson Green, Morgan Stanley Smith Barney
“Thank you for the excellent conference call to the Merrill Lynch Christian Focus Group. We received very good feedback. Many Blessings.”
–Jeffery J. Cave, Merrill Lynch
“Richard and Dick, using their custom program, greatly improved our understanding and ability to use niche marketing to grow our business. The result has been outstanding.”
–Lloyd Lowe Sr., Ld Lowe Sr Financial Advisory
“I meant to follow up earlier and tell you the meeting with Richard in Memphis was wonderful. It far surpassed our expectations and the buzz around the office is very positive.”
–Sandra Wallace, Merrill Lynch Wealth Management
“Without question your focused process forced us to pause and take a humbling, fresh look at our practice and the way we position ourselves in the marketplace.”
–C. Max Linder III, Merrill Lynch