Testimonials

“I’ve witnessed Bob’s magic first hand. I’ll never forget watching this guy in the audience catch himself in mid-air after beginning to jump over to give Bob a hug following his presentation…”

Bill Nicklin – CEO Horsesmouth LLC

“Bob David’s session on ‘Leveraging Relationships into Quality Referrals’, received a grade of 4.6 out of 5, which was among the top scores at our recent conference. Some of the written feedback included:

‘Extremely effective presentation’ …
‘Outstanding low-key approach to getting referrals’ ….
’30 years in securities and this is the first time I’ve heard this type of approach’ …
‘Good information about referral anxiety – other advisors don’t talk about this’ ….
‘One of the best presentations I’ve attended. Great!’

Rob Gannon – Vice President, Private Client Group, SIFMA (Securities Industry and Financial Markets Association)

“Bob David transformed the way I do business. He is a turnaround guru. He got me to do things I was afraid to do or thought were out of my reach. Bob was the catalyst that got me up in the morning and out the door to talk to people. I have gone from a sit behind the desk, introverted, outdated advisor to a networking machine who just interviewed this morning for a seat on the board of a non-profit charity.”

Mike A. – Independent Financial Advisor

“Bob, I want to thank you very much for the excellent job you do as a speaker, coach and consultant. You came well prepared, engaged the entire room and clearly showed that you understand our firm. In particular, you provided me with a few ‘A-ha!’ moments where I learned how I can improve my process for helping more people. I am energized to begin utilizing what I learned with clients and others that could benefit from our services.”

Jay W. – CFP, Director of Wealth Advisory Services

“Bob, we want to thank you for doing such an outstanding job at our team retreat. Your preparation and insight into our team, job responsibilities, personalities, strengths and weaknesses was most helpful. To put things into perspective, we have had six retreats in the past ten years and we feel this was the most beneficial. You have given us a good platform to build upon in order to reach even higher levels of success. You are obviously very good at what you do.”

Managing Director, Fortune 100 Company

“Given Bob’s industry experience and the upfront work he did to understand the unique aspects of our company, Bob was able to gain credibility, which was crucial to the training’s success at our firm. We also appreciated his insight on business development and practice management strategies and hope to use him as resource in the future.”

Tim G. – Principal, Regional Wealth Management Firm

“Thank you Bob for being such an inspiration to our group. You gave us practical ways to get more referrals and help us build our business in a very challenging environment. As you say, ‘this is the prospecting opportunity of a lifetime’ – it just takes having the right ‘know how’ to take advantage of it and we are already seeing the results.”

First Vice President, Wealth Management Firm

“Bob David has that rare ability to really listen when he coaches. That’s what makes him unique. Once, he reminded me of something I had said casually in our first conversation that turned out to be the key to changing the focus of all our prospecting efforts. He knows how to provide just the right insight, the right way at the right time.”

Business Owner and Entrepreneur

“Bob did a masterful job of speaking and coaching at our conference. He did all the right things. He was sincere, articulate, knowledgeable and humorous. I’ve been in business more than 20 years and this is the first time I felt compelled to pass along my compliments.”

Senior Vice President, Financial Services Firm

Our Family Wealth Management Team Practice before we worked with Bob David was really reactive and lacked process. And our team member roles were fuzzy and there was no accountability. After working with Bob for 6 months our team became organized and proactive, firing on all cylinders with everyone excited about the work we’re doing for clients. And now we’re on our way to having a record year.

Jim S. – Family Wealth Director

I hired Bob David to be my Life Coach after hearing him speak at a conference and reading his book The Undaunted Life. I had gone through a painful divorce, was overweight and out of shape, looking for a new career  and really a new life.  After 3 months working with Bob I feel well on my way to  “reinventing” myself,  having lost 20 pounds, and having found my true life’s calling in a new job , excited about my future.

Jennifer S.

Coach Bob’s suggested approach and phraseology with a physician prospect just resulted in a new 3mm + new client relationship.

Michael M. – Financial Advisor

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