Here is what our clients have to say about us:

"The information I gained is invaluable, and I have used it as a springboard for my professional career."

Paul T. Zarling
Patient Consultant
The Laser Center Inc.

"We all found your sales and lead development ideas unique, tactful and innovative. You are an enthusiastic and dynamic speaker, with the ability to quickly read your audience, and adapt your approach accordingly."

Paul Rego
President
Rego Bespoke Clothiers LTD

"Throughout my 14 years in the financial services industry, I have had the opportunity to witness and work with (so-called) the best in strategic coaching. As we know, the most important aspect of our business is how we can get more prospects than clients. In my opinion, using your systems of phoning and gathering references is the best approach in the business."

Armand Diarbekirian, LUTCF
Division Manager
Waddell & Reed Financial Services

"You taught us how to make warm calls instead of cold calls, hot to get instant results on what is normally 'down time' during the day, and how to really penetrate the referral process in a way we haven't been able to do before."

Bradley, D. Hofmeister
Regional Vice President
Waddell & Reed Financial Services

"In all my years I have not seen a sales trainer roll up his sleeves, leap into the fray and time and time again demonstrate the simplicity yet power of his systems."

William K. Rambo, CMFC
Division Manager
Waddell & Reed Financial Services

"It was AWESOME! I have never seen anyone work as hard and as effectively in training producers how to prospect as you do!"

Todd Slingerland, CFP, ChFC, CMFC
Division Manager
Waddell & Reed Financial Services

"I continue to receive outstanding comments from regional vice presidents, division managers and financial advisors for the follow-up training you are now delivering in our offices. I feel certain that your training is increasing our advisor's skills and impacting their success."

Michael G. Gerken, SVP
Senior Vice President
Waddell & Reed Financial Services

"You are by far the most practical and effective sales trainer I have seen in 30 years in the selling business."

Mitchell L. Ulrich
Regional Vice President
Waddell & Reed Financial Services

"I have sat through numerous speakers trying to motivate me to increase my production over the years, but never have I experienced the hands on and 'in your face' approach that Dennis brings. He works side by side with the Advisors, he teaches and demonstrates specific processes, and the skills and tools he provides have an immediate impact on their bottom line."

Jerome M Boring
Division Manager
Waddell & Reed Financial Services

"I left your workshop knowing that I possessed the characteristic I needed to succeed. I had more poise and self-assurance. I had a stronger belief in my abilities."

Norma K. Exposito
Financial Advisor
Waddell & Reed Financial Services

"After thirteen years at Waddell & Reed I have attended numerous training sessions. I found your training on prospect & referral gathering to be unique and your coaching ability excellent."

Leslie Mills
Division Manager
Waddell & Reed Financial Services

"My Residential Sales Reps have experienced a considerable increase in their self-generated business because of your training."

Gary C. Barone
Regional Vice President
ADT Security Services, Inc.

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"All reports from our people were positive on your training program! It did not even take 24 hours for the referral asking program to start the pay-off!"

Harold Leyse
Vice President
Adam's Pest Control, Inc

"This Video Tape Sales program customized for the pest control industry is the best sales training program we've ever seen."

Brian R. Vassar
National Marketing Manager
Copesan Services

"I want to take a few minutes to tell you that "Selling the Seven C's training films I, II, and III are three of the best training films developed specifically for the pest control industry."

Donald DeVries
Sales Manager
Rose Exterminator Co.

"With your Selling the Seven C's program, I now have personally trained over 500 salespeople within our company and industry and can testify to its efficacy."

Ronald L. Helming
Regional Sales Manager
Western Pest Services

"This is the best training program available in the market today and I only hope, the entire company will have the opportunity to meet you and be exposed to your unique expertise."

Tim Captain
Truly Nolen of America, Inc

"Dennis deals in the trenches during the training experience. He definitely cares about the sales process and uses excellent listening skills to engage the donor. He brought added value to our staff and I would be more than glad to put you or anyone else who is in the business of philanthropy in contact with him."

Bruce A. Bell
Executive Director
Alliant Health System

"I'm confident that you added value to our conference and left the brokers with ideas they can put into effect immediately. I appreciate your style and the professional manner in which you conduct your sessions."

Reggie Karas
Director, Client and Financial Services
Women's Forum

"Unlike many generic sales training courses, your ideas work very well with security brokers. Most sales courses were designed for people who are selling tangible products. CDI material adapts itself very well to the world of abstract ideas."

Rod Wisdom
Asst. Vice President, Manager of Development and Training
Stifel, Nicolaus & Company, Inc


"I left the class wanting more and seeking more ways to apply what I learned."

Richard A. Barkman
Val-Pak S.E. Michigan

"Thank you for the opportunity to meet one of the last of the 'great phone people'!"

Sharmayne R. Williams
Financial Advisor
American Express Financial Advisors Inc

"In 12 years I have never seen a presentation better suited to teach advisors how to market more effectively….THE MOMENT THEY WALK OUT OF THE ROOM! I asked and you delivered."

Philip A. Simonides, CFP
Field Vice President
American Express Financial Advisors, Inc

"A nice, easy way to ask for a referral…the method we were taught doesn't seem pushy. If I hadn't seen Michael demonstrate the process, I would never have believed it was as easy as he demonstrated."

James M. Bushman
V.P. And Training Coordinator
B.C. Ziegler and Company

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"The Client Development Institute has opened my eyes to new methods of being a professional salesperson."

Rebecca Hatch Parker
Investment Executive
Ferris, Baker Watts, Incorporated

"Your hands on approach to the seminar were unique and refreshing. By creating an atmosphere that encouraged participation, I feel that the group got a lot more out of the seminar than they would have, had you simply lectured to them."

James Putnam
Vice President
Goldman Sachs

"I wanted to let you know how much I enjoyed and benefited from your presentation at our Advanced Brokers session….As ever, your information was timely, usable in the "real world," and presented in an interesting and entertaining way."

Alan H. Newman
Senior Vice President
J. J. B. Hilliard, W. L. Lyons, Inc

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"With a simple 10-minute online survey, you were able to produce a professional, comprehensive report based on each participant's unique personalities and selling styles. We were amazed at how accurate the surveys really were!"

James S. Putnam
Managing Director
LPL Financial Services

"Prior to attending your seminar I was unsure of how to approach a 'cold call.' I now have direction and confidence. The skills you have taught will be used and polished."

David Roth
Vice President
Marsh USA, Inc

"Both the individual coaching and the group calling techniques have had a direct impact on our results. There exist many courses that champion sales theories and psychological inventories. However, your work with us focused where the 'rubber meets the road': Making calls and getting appointments."

John C. Butcher
Vice President
Marsh USA, Inc.

"I think the greatest value our sales people received from your day-and-a-half session was not just breaking down the cold call barriers and getting through the gatekeeper, but the second day where you worked with each individually and actually were on the phone coaching."

Edward T. Healy
Managing Director
Marsh USA, Inc.

"The Prevue assessment was invaluable in reaching a decision between the two finalists validating some of our own instincts and telling things about them that we hadn't picked up in our interviews. I would recommend it to anyone making a critical hiring decision."

Richard C. Duncan
Managing Director
Marsh USA, Inc.

"Your course successfully taught us effective ways to get an appointment with the decision-maker and how to get not only a referral, but a quality referral."

Keith Binkley
Real Estate Practice Leader
Marsh USA, Inc.

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"I thoroughly enjoyed your presentation on mastering referrals. Finally someone has developed a system that enables me to consciously bring the asking for referrals into virtually every conversation with the clients and prospects."

Brant Ferguson
Financial Consultant
Merrill Lynch

"The seminar provides practical experience and templates/models which can be put into practice immediately…the consultant is warm, engaging, confident and an 'expert' in his field."

Murray Balshin
Manager, Training and Development
Nesbitt Burns

"I was impressed with your class outline and workbook. It was 90% substance without the useless fluff so many "sales" courses provide."

Eric DiFancesco
Investment Consultant
Principal Financial Securities, Inc.

"The workshop was great and the referrals are starting to come in now. Mike did a wonderful job and is a excellent motivator, he made the concepts believable."

Rob Helms
Principal Financial Securities, Inc

"The role play was terrific. It's all academic unless you actually practice it. Perhaps most importantly was the emphasis building trust. Many sales workshops focus on 'tricks' rather than ethical ways to move the conversation in the direction we want. This made a great program, unique."

Charles J. Lawrence
First Vice President
Regional Training Manager
Prudential Securities