 |
"Thanks for your tremendous efforts in putting on a presentation that kept the attention of every single one of our independent financial advisors. We received outstanding feedback on both your substance and style. One of our best Speaker Series events ever!"
Alan E. Canale
SVP Corporate Development
Sentry Select Capital
|
 |
"Many people commented on what a great presenter you were. We especially enjoyed your video clips and felt the humor you used throughout the presentation was wonderful. This definitely surpassed our expectations. I especially appreciate the fact that you got a sense of who we are, who our clients are, and what we were really trying to accomplish and folded that nicely into your presentation."
Deb Wetherby
CEO
Wetherby Asset Management
|
 |
"The feedback from the Financial Advisors and clients was outstanding — everyone enjoyed your contribution, and I know we will have a huge turnout for our next Merrill Lynch Baby Boomer University event as a result of your excellent work. Many thanks! Our clients and Financial Advisors will be the beneficiaries."
Janet Caylor
Regional Managing Director
Merrill Lynch, Houston
|
 |
"Dan Veto's presentation on retirement was both thought-provoking and motivational. He used his financial services background to really make his points come alive for our audience of several hundred banking relationship managers. His presentation has helped me build important momentum and enthusiasm for our retirement initiatives."
Geoff Brooks
Senior Vice President
Retirement Services
HSBC Bank
|
 |
"Dan Veto's presentation style is a powerful blend of ENERGY and INSIGHT!"
Jeff Gundersen
Chairman
Direct Marketing Association
Financial Services Council
|
 |
"Dan Veto's engaging presentation is a 'must see' for any company looking to capitalize on the retirement market."
Farrell Dolan
Executive Vice President
Retirement Services
Fidelity Investments
|
 |
"Dynamite! Dan Veto's presentation was enthusiastically received by rookies and veterans alike. His session helped ignite our best year ever and blast us ahead to be ranked #1 in sales growth!"
Hasan Jaber
Branch Manager
Bankers Life and Casualty Company
|
 |
"His message had clarity, fascinating information and charm. He got the highest marks from a group known for its critical discernment. An excellent and memorable presenter. We can’t wait to have him back."
Robert N. Butler, M.D.
President and CEO
International Longevity Center
|
 |
"Riveting! Dan Veto uses a clear grasp of the macro changes underway within the institution of retirement and combines it with his hands-on financial services experience to deliver a highly relevant, compelling message. He is a must-hear!"
Michael Kostoff
Executive Director
Corporate Executive Board
|
 |
"His retirement market expertise extends well beyond just knowing 'the numbers.' He provided details on how to emotionally connect with the hearts and minds of this rapidly growing segment."
Susan Morisato
Board Chair
LIMRA International
and
Chief Operations Officer
Senior and Retiree Services
Ovations, United Health Group
|
 |
"Dan Veto's presentation on the 'new retirement' really stretched our thinking about the implications for our business."
Richard Levine
Vice President
Active Trader Marketing
Charles Schwab
|
