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Testimonials

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Incorporating the introduction of the ethical will into client interactions is a terrific value-add and a tremendous method to further deepen the client experience and hence our relationship. Susan’s familiarity with the issues facing financial advisors make her expertise in the field invaluable and her presentations on the subject very worthwhile. Accessing her expertise on the conference calls is a simple, efficient way to tap into that experience.

Bob Fleischacker, Stonehaven Group, Markham, Ontario

All too often we identify ourselves by what we DO, our careers – our jobs. Susan Turnbull’s presentation helped us realize that we are so much more than our jobs and it is important for us to relay who we really are to those who follow us. The attendees at our annual conference thoroughly enjoyed the presentation and went away with a desire to share with their loved ones who they really are, the lessons they have learned and the wisdom they have gained.

Jane Marks, Director WV Alzheimers Association

Everyone agreed that this was one of the most stimulating and thought provoking programs we have ever had and it served to open a dialogue amongst the members that was unlike anything we had experienced previously.

Les Goodman, WPO Forum, Southern New Jersey