On 23 March 2010, Ben Packham, a Business Partnerships Manager from Legal and General was invited along to observe one of our Training Workshop Days. The following email arrived first thing the very next morning...
From: Packham, Ben
Sent: 24 March 2010
To: matthew@theassetprotectionstrategy.co.uk; dan@theassetprotectionstrategy.co.uk
CC: jeff@theassetprotectionstrategy.co.uk
Subject: Workshop - Borehamwood 23 Mar
Hi Matt / Dan
A quick note to say thank you both for your hospitality at the meeting yesterday. As mentioned I was expecting a very technical session with some sales ideas bolted on but in fact it was the reverse. The video then role-plays worked very well, if I can pick it up and role-play a credible presentation I'm sure the other delegates can do the same if not better as they do it every day, the process is very simple so my view is that its down to the advisers motivation / desire. I think the strategy is a genuine additional income stream for advisers / firms who are up for it.
I will speak to the principles of the firms I work with and try to set up some meetings for Jeff.
Speak to you soon
Ben
If you're responsible for the business development of a network, a firm or even a group of advisers, we'd love to welcome you to one of our forthcoming Training Workshop Days.
Please call us on 0800 634 7051 or contact us via our website using this form - http://www.theassetprotectionstrategy.co.uk/corporatecontact.html
To see the testimonial in full, go to http://www.theassetprotectionstrategy.com/100324LegalandGeneral.pdf
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