Requesting more information about Susan Turnbull’s presentations

First Name (required)

Last Name (required)

Company

Your Email (required)

Phone (required)

Message

Testimonials

See a Video Testimonial


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

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

Susan, my entire Forum asked me to convey our appreciation for your leadership in our recent retreat to develop an ethical will.  Everyone agreed that this was one of the most stimulating and thought provoking programs we have had and it served to open a dialogue amongst the members that was unlike anything we had experienced previously.

Les Goodman, WPO Southern New Jersey