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Most Requested Topics
- How
To Attract
More Clients Than You Can Handle
Client Development for More Wealth & Freedom
- How to Double Your
Book in Less Than 2 Years
Double Your Book of
Business With Targeted Client
Strategies
- How
to Maximize the Lifetime Value of the
Client
Lock Your Clients in for
Life
Here are some of the
engagements I have presented for various clients.
- Led partner retreat on increasing client retention and value.
- Designed
workshop for group of national
attorneys seeking to expand into health care
markets.
- Facilitated
a discussion of e-commerce
experts to over 300 attorneys.
- Led
a discussion to Russian Diplomats
and Duma members on the
legal and business issues
of a specialty finance legal
infrastructure.
- Panelist
on workshop on how in-house
lawyers can avoid personal
liability.
- Led
teleconferencing sessions
on various legal issues
to asset based leaders.
- For
a non-profit, led a series
of seminars to local Fortune
1000 corporations on how
to set up charitable giving
programs.
- For
a technology association,
designed and presented
a program addressing employee & client
retention.
- For
a national organization, designed
and conducted seminars
on client retention strategies
using customized materials
and facilitator-led sessions.
- Created
an in-house university training
program leading to expense
savings in excess of $525,000.
- Help
design a "training" CD for members
of national trade association.
- Created
in-house compliance workshop
for regulated institution.
Client Remarks
"In terms of your
speaking style, I thought you were
great!"
Kimberly Noeth
Oracle Corporation
"Your presentation
was captivating and full of energy.
You were engaging and funny. Everyone
I spoke with said the same. Thank you
for a memorable presentation."
Julie
G. Flick, Regional Sales Manager
U.S. Financial, LLC
"As a trainer
myself, I found your approach and
technique to be very effective. In
fact, I intend to adopt many of your
teaching tools."
Conway Hansen,
SVP/SCO
Prime Alliance Bank
"I really enjoyed your overview
and really appreciate your presentation style.
I’d like to keep in touch with you because
I may need a speaker for an upcoming event and
would like to have you as the speaker."
Jeff Jones, Area
Manager
Avaya Financial Services
"I thought your presentation was great! You were very enthusiastic and informative. I feel so much better about things now. I am so glad I was able to hear you speak."
Betsey Harling,
Account Executive
BB&T
"I was able to grasp
new concepts through Cole's talent and speaking
ability. Cole not only made the subject matter
realistic, but also through his use of role-plays,
really got the workshop members engaged in the
learning process. I would highly recommend Cole
as he is a technical expert and is highly effective
in his presentation methods."
Diane B. Nix,
VP, Corporate Resources
HP
"I greatly appreciated how you took the time to meet everyone in our group and then engaged each one in your presentation. I have taken many classes over the years and I must say that your class was one of the most enjoyable learning experiences and your teaching skills are first rate! Let
me know if you will be teaching other classes."
Brian P. McNulty,
SVP, Business Development
J.P. Morgan Chase
"I thought your presentation at the seminar was
very informative and helpful as well as entertaining.
You were very in tune with the group and catered
your presentation appropriately. By applying what
we learned I feel I left your session with a better
overall understanding of the substantive area."
Kara
Thompson
LaSalle
"I very much enjoyed your presentation. It
really gave me insight into the issues and your
presentation was lively and engaging."
Lisa Tames, Vice President
CitiCapital Corporation
"What I enjoyed most
about your presentation was your interest in
knowing each participant and the easy flow of
topics. You didn't read verbatim
from the slides, they were there as a reinforcement
and you made the learning process enjoyable."
Nadya C. Morgan
Océ
Financial Services, Inc.
"I thought your technique was excellent. By challenging
us, you prompted us to think on a deeper level
than we would have through a garden-variety memorization
process. Such an approach can only succeed in
an environment in which attendees feel comfortable
to pose arguments and share thoughts openly. You
created this precise environment through your informality,
energy, and humor."
Daniel Rubenstein, Assistant Financial Analyst
Equilease Financial Services, Inc.
"I really enjoyed the class, it was very interesting
and entertaining, not a boring moment. I told both
my Supervisor and Manager how much I enjoyed the
Workshop and highly recommend that others attend."
Mary Anderson
People's Capital
"I enjoyed your presentation
and I liked the fact that you made it interesting
and entertaining. It definitely makes learning
easier when you enjoy the way it is presented!"
Stephanie
Chipouras
Commerce Bank
"I found your presentation
extremely beneficial. What I enjoyed most from
your presentation was your enthusiasm and the
overwhelming amount of knowledge that I have
personally gained."
Melanie West, Medical Specialist
Hitachi
"I really enjoyed your presentation and it was
of great value to me. You are an excellent speaker as
you are very interactive. You stayed on topic and
were very to the point. I liked that you discussed
a broad range of topics and I was able to take
away a better understanding of the issues."
Jeevan Hutchinson
Cisco
"What I did enjoy the most is the way in which
the learning was broken down and simplified so
that anyone may understand."
Lori L. Cooper, Transaction Coordinator
GE Commercial
"I enjoyed your presentation immensely. It
was informative and enthusiastic!! Your pace
was good and you answered questions in a manner
that was understandable."
Keisha Grant
Suntrust
"My goal was to get enough information to “hit
the ground running…” and your session played a
huge part in reaching it! You were thought provoking,
clear, and entertaining. The role playing and class
participation exercises were excellent. Please
consider this an A+ rating."
Mike Shively
Credential Leasing Corp
"Thank you so much for the informative presentation. The
content was on target and the interaction was a
lot of fun. Thank you for a great presentation."
Samantha H. Moritz, Sales Development Manager
eOriginal, Inc.
"Your presentation was
lively and well organized in helping us understand
the issues and concerns - in plain language."
Hilda Kong, VP
JP Morgan Chase
"It was a pleasure for me being able to hear and
acquire some knowledge from your presentation.
Your presentation was really helpful and in just
a few hours you were able to cover the most important
facts. If you give any other presentation in
other countries, let me know."
Ana Isabel Aleman
Banco
Latinoamericano de Exportaciones S.A
"I really enjoyed your presentation last week. It
was very informative and entertaining as well. You
seemed quite comfortable and at ease in front of
the group. Thanks for great information."
Mike Turnamian
Cisco
"It was the best workshop I have ever attended. The
role play was wonderful and your presentation was
very informative."
Yudh Kittiviriya
GRN Corp.
"I thought your presentation was very well put
together, and I learned a great deal. All in all,
I thought it was a wonderful experience."
Toby Long
CHP Consulting
"I just wanted to tell you that I really enjoyed
your presentation. I thought it was the perfect
length as to keep my attention, but not go overboard. I
really think I learned a LOT just from your section
alone. I hope my comments keep you doing similar
presentations in the future!! It was very enjoyable!!"
Emily Southard
Stryker Finance
"I would like to say thank you. I attended your
Workshop and as a relative veteran, I still came
away with a couple of bits of knowledge that made
the experience worth while. Most importantly,
as a manager who works with about 70 sales reps
it was refreshing to sit in a class to observe
other teaching approaches, style and format."
John Murphy, Manager
Optimus Financial Services LLC
"The presentation was
informative, interesting and even fun."
Janice M. Schawilli, AVP
J.P. Morgan Chase
"I just wanted to send a note of thanks for a very
interesting and enjoyable presentation yesterday
at the Westin. I appreciated your colorful and
entertaining approach to the material."
Karen Ramey, Sales Specialist
ATEL Corporation
"I found your session very interesting and helpful. Your
teaching style proved more effective than that
of the main instructor. You were informative,
engaging and kind in answering questions."
Linh M. Durham, Reporting Manager
BBH Financial Services Company
"I thought you did a great job. It
was great to get through the overview that one
typically encounters in such seminars and get
down to the nuts and bolts."
John Cannon, VP
National City |
