Participant Feedback
“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 provided the platform for my Financial Representatives to develop and establish individualized marketing strategies and action plans for their respective practices. I would highly recommend this program to any agency.” –Jeff Pawlowski, CDM - Oregon Agency
“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
“My team has grown from doing 250mm in assets in 2006 to over nearly 675mm in assets in 2011. Much of the growth is due to the counsel and advice of Richard Weylman who has helped me in two specific areas: a targeting prospecting strategy and creating real value for the prospect from their perspective. Thank you Richard! The Sarian Group – Navigating Your Financial World Gregory C. Sarian, CFP, CIMA,CPWA,Chfc Senior Vice President – Investments Wealth Management Advisor Named to Barron’s Top 1,000 Financial Advisors in 2009, 2010, 2011” –Gregory C. Sarian, Senior Vice President – Investments
“On behalf of all of us at UBS, thank you for a truly memorable presentation at our Wealth Management Solutions Forum. Your insights on practice management gave our advisors a unique opportunity to gather relevant and timely ideas to implement in their business.” –John J. Brown & Brian Hull - Wealth Management Solutions
“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
“Thank you for joining us this week at our Annual Meeting and helping us offer an energized closing message. Your presentation on realizing a greater return on investment at the PACK EXPO tradeshow was full of actionable insights that our members can use to prepare for Chicago next month. Thank you for helping us create a great event. It wouldn't have been much of a success without your help.” –Glenn Siegele, Nick Wilson, Chuck Yuska, PMMI
“His presentation was awesome. The consultant presentation got them to think about having a more focused business plan. The client presentation was also well received and many clients and prospective clients talked about how they plan to re-position their message! Thanks a million!” –Brian H. Mennis, Investors Group
“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
“The meeting last week was undoubtedly the best seminar I have attended in years. While I found all of it to be helpful, I enjoyed most of all Richard Weylman's presentation.He helped me to integrate several different aspects of strategies I had read about and wanted to incorporate in my business. He showed me how to duplicate my top clients and get them to introduce me to prospects in a favorable light. I also learned to develop and present an effective communication plan to client/prospects and how to create a true "wow experience" for my clients to convert them into advocates. In addition, I have already begun a plan to create a niche market among my professional clientele, particularly attorneys and doctors. For some time I have struggled with developing an effective elevator speech and now instead I have a very well-crafted Unique Value Promise. I am working now on my 90-day marketing plan and feel that I will be able to take my practice to the next level thanks to you and Richard.” –Bill Matthew, RFC, Next Financial
“I wanted to give you some feedback on Richard’s presentation both from my view as well as some of the feedback from the attendees. I thought he did a tremendous job. It was clear that he had a very good understanding of the role of the RVP and what, in his opinion, they needed to be more successful. His style is fast paced, energetic and straight forward. He challenged their thinking and was very direct. The feedback from the management team was overwhelmingly positive. Beth Dendinger thought he did a great job. Scott Carlson (Sr. VP Sales & Distribution, Shaun Clasby (CMO) and Pat McEvoy (President/CEO) all told me after the presentation that they thought it was great as well. Joe Nienhaus was named the RVP of the year at the awards banquet. He has won this award 3 out of the last 4 years. During his speech he said that he thought that Richards presentation was great and that he learned a great deal from the presentation. He mentioned that he took 3 pages of notes and encouraged all of the RVP’s to review the information and put it to use. This was totally unsolicited feedback from their best recruiter. I think that is a very strong testimonial for Richard.” –John ODonnell, Pacific Life
“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
“Richard, You joined me at my first client/prospecting event in Palm Beach. It has turned into an annual event and one of biggest social events of the year. Now, just to let you know, I have really dived into the Club’s activities and have run a trip to the South of France last year and am running a trip to the Bay of Naples next September. All of this has lead me to be able to open two accounts with members that have a net worth in excess of 1 B. I have one more that I am close to. He and I chartered a boat in the San Juan Islands this past September and he has chartered the Onassis yacht for the Italy trip next year with my wife and I as his guests. While all this is changing dramatically my business, I am having more fun than I ever had with my friends and boating. ” –Glenn F. Fuller CFM, VP, Wealth Management Advisor
“After we attended your conference, I decided to go with the following key targets / words / passion for vertical business development: Women, Alzheimers, Caretakers, Rainmakers, and Divorce Planning. At the event this evening, there will be 12 of us. (Attached is a reminder card. The invitations were issued by personal phone call.) In attendance (were) attorneys; the head of Alzheimer’s Council for Tri-county Area; head of community relations for Southern Company; business owners, university department heads. These women are turning into my referral source and network for conducting small events for women in the ultra high net worth category. I just met yesterday with a prospective female client, age 70, $9 million portfolio strung out everywhere - she attended my first event in August.” –Leah Dubberly, CFP®, CDFA®, Certified Financial Planner, Merrill Lynch
“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
“Richard, I want to THANK YOU and your staff for the Vertical Relationship Marketing. I have been with American National for over 30 years, agent, home office, MLGA and RD. The VRM is the BEST program that American National has offered, a complete marketing system. My first career, the military, was all about blowing and tearing things up (I was really good at this). With American National I have the chance to BUILD and make a difference. The VRM will help all of us.” –Bob Turgeon, American National
“Richard, This is an excellent message, thank you for sharing with me. I appreciate your passion for our agents and your personal commitment to making them successful. I am confident, extremely confident, that the process will work and that our transition from merchandisers to marketers will create countless opportunities for our agents, both present and future” –B. Gerwel, ANPAC
“Dear Richard, Thank you so much for taking time from your schedule to catch up. It's wonderful to hear God continues to bless you in your business, relationships and travels. I am praying for you and look forward to more good reports. Also, thanks for asking me to keep you apprised of our developments, including the Fall fundraising drive. I'll be in touch, God Bless” –Donita, By the Hand Club for Kids
“I thought you would be interested in a recent success story that our agency in South Florida has to share. Stanley Scott is a new associate and is currently going through the Weylman Training Program. He was doing the media kit, and approached the Florida Foreign Trade Review. They have placed a Prudential By-Lined Article on small businesses, under Stan's name in their publication. He plans to provide an article to them quarterly, and attend their networking events to make more contacts through this venue. It's a great example of the program OPENING DOORS.” –Steven Zborowski, Prudential Financial
“I went through all the courses and took written and mental notes along the way. Many things I knew already about the business world courtesies, but many I didn't. I followed many steps from the video courses and they showed me things that I have implemented. I highly recommend the coursework to every Agent in this Business.” –Catherine Schoeppe, American National
“Richard, It was great to see you again at the Mid-America meeting in Chicago. It was a great meeting and I appreciate the recognition you gave me for the progress we have made in the Danville Agency. You have made a profound impact in my personal and professional life and in the lives of my agents and their clients. Your influence reaches farther than you can imagine. Thank you for your leadership. You definitely 'make a difference'. Thank you!” –Dallas Whitaker, Prudential Financial
“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
“I wanted to write you an email to thank you for an amazing job at our client appreciation event last week. It is always a pleasure working with you and thank you for helping us have a successful marketing event. Thank you again!” –C. Ralston, John Hancock
“We had completed the Client Service Support Part 3 module with our support staff and then the partners had worked through the first 12 modules of the first course Accelerate Your Growth. Our success story so far would be the focus it has brought to our practice.” –Dennis Parker, Private Financial Advisor -Vice President - Suntrust Investment Services
“Richard, thank you for your advice and your detailed response to my inquiry. I truly appreciate the time and effort you spent listening to my questions and providing such thoughtful commentary. I wish you the best and look forward to the privilege of seeing you again.” –Andre Guilleman, Morgan Stanley/Smith Barney
“I thought I would relay this message since I had a chance to speak with Rick Simonton a Merrill Lynch advisor who attended your conference this summer. Rick's quote regarding the meeting was "life changing" and I have witnessed Rick sharing this message with the entire Merrill Lynch Buckeye complex.” –Terry Pettorini, Regional Marketing Director
“Richard’s Target Marketing materials and programs have had a re-energizing effect on my business.” –Mark J, President of Insurance & Financial Firm
“Hello All, I just wanted to reiterate how worthwhile Richard's presentation was--certainly one of the most advisor useful speakers I've ever heard!! I will be using several of his ideas in every contact I make. Thanks for bringing him in!” –Bryan Merillat, AXA Advisors
“Richard ( & your fine team), Thank you for a great session in Boston yesterday. I have heard you speak briefly before, and have received your Marketing Tip for some time now, but spending a full day concentrating on your guidance for my business was one of the best days I've spent on my business since entering the industry (in 1997) . Thanks again!” –Michael B. Karwic, CFP, West Chester, PA
“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
“Richard Weylman’s presentation led my company to rethink the way we will engage our customers in our PACK EXPO booth,” said PMMI Vice Chairman Nick Wilson, president, Morrison Container Handling Solutions.” –Nick Wilson, Vice Chairman PMMI
“Thank you for taking the time out of your busy schedule to come speak to our agency during our Fall Classic. I have received numerous compliments from my agents who were impressed with your presentation and the wealth of information which they were able to obtain. Your contribution made this event a very special one.” –Richard T. Cleary, John Hancock
“Richard & Team, My coaching experience was very insightful and very inspiring . . . . Now, I have the tools to be confident to move ahead with the market I want to work with. It is very powerful and I am definitely implementing a lot of the strategies . . . . Communication is key in our business - how you say it and how to make an impact with the people you want to pursue - and the words alone I have learned is more than worth the time and money I spent. It will be a life-long weapon I can use again and again in a very professional setting. Thank you Richard. It was a very, very positive experience for me. I really appreciate what you do...and did...” –Marissa, A Financial Advisor
“Thank you Richard for the email, We at AXA are utilizing your workshops and have been very happy with it. Also with my past year of experience with your website (THE WEYLMAN CENTER), it has been a great tool. Thank you for the follow up.” –Donna Naddaf, AXA Advisors
“Teri, I want to thank both you and Richard for helping the Bender Team at such a critical part of our restructuring. It is hard to believe 2011 is here already and we are implementing so much of what we discussed. The road ahead is a long one, but we are filled with a much better team structure and each of us better understands their roles. I want to wish you and your team all the best and thank you for all your help. Bill” –Bender Team, Merrill Lynch
“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
“Thank you for your insights, passion and inspiration (I can't find the best words out of my pumping heart!) that really changed my way of viewing and thinking about the world. Please help me to keep this flame alive. God bless you.” –Gene Song
“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
“I closed a small annuity from a tax lead. I opened the meeting with Mr. Weylman's question, 'What are the 3 most important things you wish to accomplish with this money?' I had never used this technique before. Within one minute, it was obvious that I had the sale and was offering a value-added product which will benefit the customer. Richard's phone conference calls are great and I plan to incorporate more of his style into my practice. Thanks for the opportunity.” –Matthew Winthrop, H&R Financial Advisors