“You’ve set a new standard in the financial service industry.”

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“This is a topic my affluent families want to know more about.”

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“Your training program is a game changer.”

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 “Brad’s ability to show real world experiences he has gained first hand was invaluable.”

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“Brad prepared very effectively and brought materials to life with real-life case studies.”

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“Brad’s experience (direct) helped add significant context to the presentation.”

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“I get bogged down in our day to day roles, yet I really need to spend more time in these areas to be an industry leader, give us an edge which in the long run will provide returns.”

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“Very relevant to what we do.”