Client Testimonials by Event Type

Thank you for your quality work. We were able to 'wow' the Financial Consultants and outside mutual fund companies at our TRAK NAV training meetings. It was quite a feat to pull off four nationwide meetings within five weeks.

Anne James

Salomon Smith Barney

How do I begin to thank you? I can't even imagine how our University would have run without your help. Working from the beginning to the end with you was a joy. You were so professional, courteous and always very helpful. And don't forget CALM - I would have lost my mind with all the rooming changes. Not you!!!

Darlene Briggs

Templeton Management

A note of thanks to you and your staff for a job well done out in California. Once again the meeting ran smoothly and without confusion. You did a great job and made it easy for the sales directors to spend their time mingling with the financial consultants instead of worrying about a meeting detail.

Rich Williamson


The wireless laptops were a demonstrable success with several delegates using them during speeches to access real-time stock quotes and email.

Jane Martinson

The Guardian

Thank you very much for helping to contribute to the great success of last week's Investor Bus Tour in Scandinavia. The event should clearly boost our franchise in the region. We are all grateful for your hard work.

Simon Martin


I have received a number of calls from my clients who attended the conference and who have remarked how professional the whole event was, and that's a direct reference to your work. People walked away with the distinct feeling that we are dead serious about our business and that we are the leader in the industry.

Bob Davis


Thank you again for the fantastic experience at the investor conference. I learned an enormous amount over the course of the days and I am already looking forward to next year.

Richard Lewis

Capital Research Company

Thank you for organizing the most interesting conference last week. The range and quality of companies was excellent. The conference ran so smoothly.

Kevin Scott

Hill Samuel Asset Management

It was the best conference I've ever attended!

Rob Zidar

Merrill Lynch Asset Management

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Meeting Testimonials

Special Event Testimonials

Cleary you witnesses first hand what an honor and pleasure it was for Daniel and his staff to prepare the gala dinner for your clients & guests. We cannot thank you enough for the opportunity to collaborate with you on your prestigious event.

Georgette Farkas

Restaurant Daniel

I had a great time working with your clients at Big Horn, and I hope that the clients did also. I look forward to working with you in the again in the future. Thanks for a job well done. The golf outing was a total success.

David Leadbetter

David Leadbetter Golf Academy

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Special Event Testimonials

Our recent client outing in Bermuda was a tremendous success thanks to the hard work of Bethney Ruggiero and her team.

Mark Millet

Ralston Purina

It was a pleasure working with you during the [US Tennis]Open. You did a fabulous job organizing the event. The clinics and pro-am events worked out great.

John A. Brandon

Grand Slam Sports

A quick note to say thanks for making this past weekend in Cabo San Lucas such a huge success. The activities, the food, the accommodations, and especially the fellowship were superb.

Robert H. Lutz, Jr.

Amresco, Inc

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