Testimonials from Edward Jones

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Outstanding content and delivery!

C.M. 3/19/22 (Leadership)

“Dave, thank you very much for the wisdom, time and energy!

Outstanding content and delivery!

I hope this is just the beginning of a long and successful partnership.

Below is a communication that I just sent to our participants.

Thank you again!”

I'm over the moon! I've incorporated my offer to help in almost every meaningful conversation and it has worked! 😊 Thank you! Thank you! It's the most fulfilling way to grow my business.

M.E. 3/21/22 (Participant)

“Hi Dave,

Good Morning and Happy Monday!

I just wanted to write and tell you that since our talk on Thursday evening,  I have been trying to implement my “offer to help” and the first couple times were kind rough.  However, I just got off the phone with a client, offered to help… got to the menu and my client replied with…”I have a great person in mind.  I don’t think she’s doing anything and could definitely use your guidance.  She’s doing great things in her life…just started a business and is currently a finance officer with….”.

I’m over the moon!  I’ve incorporated my offer to help in almost every meaningful conversation and it has worked! 😊

Thank you! Thank you! It’s the most fulfilling way to grow my business.

My clients, in turn, thank me for how I have helped them and then say…thank you for thinking of me.

I just had to share my success and my gratitude.”

I really see the value in the process and reiterate how excited I am about the process.

M.E. 3/29/22 (Participant)

“I really see the value in the process and reiterate how excited I am about the process.”

Thanks for the accountability and structure.

B.A. 3/29/22 (Participant)

“Thanks for the accountability and structure.  My brother started working with me over the winter so I plan on sharing some of the tracking tools with him this week.  Hopefully we can make you look good so that Jones puts some more energy behind training for our performing FAs.”

My "Aha" moments keep coming and I am synthesizing your knowledge with Edward Jones tools and best practices to leverage your impact.

R.C. 4/6/22 (Participant)

“My “Aha” moments keep coming and I am synthesizing your knowledge with Edward Jones tools and best practices to leverage your impact. I really love your style and you share my passion for simple messaging.”

So impressed with your coaching and the execution of the people in this group!

C.M. 4/26/22 (Leadership)

“Thank you Dave!  So impressed with your coaching and the execution of the people in this group!  THANK YOU!”