Testimonials: Financial Clients

Financial Clients “Their Success Stories”

How Their Lives, Jobs, Attitudes, Businesses, and Relationships Have Changed As a result of Dr. Alan Zimmerman’s programs

Feedback Has Been Overwhelming And Positive …

“Once again I wanted to thank you for the time you spent with us yesterday. The feedback I’ve received on your sessions has been overwhelming and positive. You gave us a message we needed to hear and needed to implement in our lives. And as an added bonus, it really was my pleasure to work with you and your office to pull off yesterday’s event. You helped us stay on track throughout the entire planning process and felt like you were a team member right here at State Farm with us. We are eager to work with you again.”

Jason Halm,
Manager, State Farm Insurance

Best Presentation In 35 Years…

“We’ve had some time to reflect on your wonderful presentation, and it’s clear that your thoughts and ideas have made a profound, lasting impression! I have received numerous remarks, both written and verbal, that you were enlightening, informative, helpful, and entertaining! Many of the conference participants said your presentation was the best they’ve ever heard. And some of these folks have attended meetings like this for 35 years! As the organizer of this event, I want to personally thank you for making me look so good.”

Jack Maddio,
Manager, American Family Insurance

People Just Keep On Talking About Your Program…

“I heard from several of the attendees that you were by far the most powerful and enjoyable speaker we have ever asked to address our group. Probably the most notable measure of the success of your presentation was the fact that, for several days following your program, we still continued to talk about and share with others what we learned from the session. When I came back to the office, I heard folks who did not even attend your session talk about the powerful message that you shared. This, Alan, was a real compliment to you. ”

Lynn Chapman,
Manager, Nationwide Insurance

Improved Self-Esteem And Work Relationships…

“I am pleased to say that your programme modules have surpassed my expectations. The feedback received from staff has been overwhelmingly positive and appreciative. There is no doubt your training has improved people’s self-confidence, enabled a better understanding of how change can be positive, and led to an improvement in work relationships. I rate the programme a huge success.”

John Downey,
Head, Lloyds TSB Bank, United Kingdom


“Thank you! Thank you! Thank you! You were terrific. I’ve enclosed a summary of the evaluation form, and you will see the comments are overwhelmingly positive. I send you sincere appreciation for the care and dedication you gave to us and for the superb message you shared.”

Ann Reich,
Director, North Dakota Bankers Association

Your Keynote Was The Talk Of The Conference…

“Thanks for your incredible keynote at our annual customer conference. It was engaging, enlightening, and so very well received. I’m certain your message will be long remembered as it was the topic of discussion that day, that evening, and for the entire rest of the conference. Thanks again for sharing some very practical recommendations with us.”

Doug Wallace,
ICP Sales Executive, Wausau Financial Systems

HUGE Success With Whole Day Energized…

“I can assure you that your program was a huge success. How do I know? Because my staff is still talking about it. Not only did you give great information, but the whole day was energized. Never was there a nodding head or that spaced-out look we have all seen at seminars. Your presentation was so much more than just a motivational seminar. What we learned in your program will benefit each individual in every aspect of life.”

Nancy Bowman,
Vice President, Evergreen Federal

95% Of Audience Gave You Highest Possible Rating…

“Your presentations to my leadership team and all of our advisors couldn’t have been better. Our team is still raving. You should know that 95% of the evaluations rated your programs as ‘Excellent,’ which was the highest rating on our forms. What can I say? I’ve heard you speak several times before, and every time you’ve been a hit. I would be glad to recommend you to anyone.”

Max Roth,
Vice President, Ameriprise Financial

Workshop Was Of The Highest Caliber…

“Thank you for working with me to learn of our team’s needs and organizing your workshop to meet those needs. Your workshop was of the highest caliber. You provided the proper mix of sharing your knowledge, involving the participants, and providing strategies to continue the process in the future. We feel truly touched by having been the recipient of your gifts of knowledge and speaking talent.”

Frank Migliazzo,
Vice President, Merrill Lynch

The Audience Didn’t Want You To Stop…

“Your presentation style is so enthusiastic, easy to listen to, and highly informative. All of the participants found you a total treat to have on the program. Many of them would like to have heard you speak for a longer period of time! A truly high compliment when paid to a speaker who has already done a three-hour workshop.”

Lois Bell Director,
National Association of Credit Management

Consistent excellence!

“We needed an extra special speaker for our 5th annual Client Appreciation Event and our group of 263 customers, and you were the perfect fit. We got nothing but words of thanks and fantastic comments from our clients about your presentation. It was relevant and powerful. We would not hesitate to tell anyone to consider having Dr. Zimmerman speak to their group!

Dennis D. Duffy,
Attorney and Partner, Wisdom Financial Services, LLC

Immense Success. Associates Started Using Your Techniques Instantly…

“Wow! What a great message! Your presentation at our annual sales meeting was timely, practical, and on point with our mission and philosophy. Many of our associates left indicating they were already practicing the techniques you taught. We know a program is successful when application of the process is accepted and immediately acted upon. With that measure, your program was an immense success. ”

Patrick Kenney,
Vice President, Security Financial Life Insurance Company

Seminar Was Life Changing…

“Your two programs were filled with great information, and it turned out to be a fun and action-packed day where we all learned new things. The feedback has been extremely positive. Our financial advisors indicated this was one of the best seminars they have ever attended. Some even remarked that the seminar was life changing—high praise indeed!”

Kimberly DeProspero,
Director, Allmerica Financial

Great Job On Reinforcing Our Culture…

“You initial morning session on motivating others, which targeted our management staff, was very timely. You did a great job recognizing our culture and reinforcing it. The other three sessions for our employees on customer service were extremely well received and have generated a lot of positive feedback. We are now several weeks past the meetings, and I still hear comments on a daily basis about your message and techniques.”

Edwin Caldwell,
Vice President, Protective Life Insurance Company

Comments Are Overwhelmingly Positive…

“Thank you! Thank you! Thank you! You were terrific. I’ve enclosed a summary of the evaluation form, and you will see the comments are overwhelmingly positive. I send you sincere appreciation for the care and dedication you gave to us and for the superb message you shared.”

Ann Reich,
Director, North Dakota Bankers Association

Brought Our 200 Advisors To The Next Level…

“As a leader, my focus is on how my Advisors can achieve more than ever. Your presentation, experience, and wisdom brought my 200+ Advisors to the next level. It was impressive and touching to watch the faces of the audience as they conversed, smiled, and discovered themselves, their talents, and their purpose throughout your program. Our Advisors left enriched and refreshed. ”

Mitre Kutanovski,
Vice President, Ameriprise Financial

Helped Them Outline Their Vision And Values…

“You more than exceeded my expectations. You spent time with me prior to the session to understand my goal of creating a highly synergistic team. And then you guided us extremely well in outlining our values and describing our vision. I really loved the way you used our theme all during the day. It reinforced our spirit and added a wonderful balance of humor and intellectual stimulation.”

Marrgo Rosato,
Team Leader, Ernst & Young LLP

Fostered A Positive Environment That Led To Better Results…

“I appreciated the fact that you took the time to tailor your program to the conference’s goals. And you achieved every one of our objectives—in particular, to get the participants interacting with new people and to foster an environment of positive thinking for better business and personal results. Your message really hit home with the audience.”

Robert Schenck,
Vice President, Federal Reserve Bank

These success stories … and hundreds of others … paint a very clear picture.
They show how Dr. Zimmerman helps people and organizations have great meetings
that get powerful, practical, tangible, take-it-to-the-bank results.

Hire Dr. Zimmerman to speak at your next meeting for a guaranteed success