WHAT OUR CLIENTS ARE SAYING

"Dear Paul - Thank you for your recent help in providing a solution for my business.  I was stuck, not making as much progress with growing my business as I wanted to.  I felt sure that I could do a lot better.  

 

I felt frustrated. I would have to change tracks and go back into the corporate world I dislike if I didn’t make some changes. I did not feel comfortable talking to my associates as they would not understand.  There is too much focus on activity at Investors Group, but I though more about the quality of the activity. Anyone I would talk to would tell me activity, activity, and more activity.  The activity was not giving me the sort of results I wanted to get from the training.  It is obvious more activity is needed.

 

I want you to know what a great experience it has been working with your company, and would like to thank your team for their support.  Thank you!" 

 

Zehra Mahoon, Scarborrough, ON 

 
"Dear Paul - I would like to commend Phoenix Coaching on the great work you have done. 

I had stopped doing presentations because they were boring me (being too factual) and I did not feel the clients were getting any worth from them either.  To me the presentations which I and even my competitors were doing were information dumps or a product push.  I felt that if I could not provide a seminar with impact, I would prefer not to do any which I have not in four years.  By not investing in your program, I believe I would have just slowly continued to develop my book but I would not have been fulfilled or have any understanding or direction as to how to build and succeed in my vocation. 

Paul, I felt you would supply material and content for presentations that would assist in making effective presentations and increase my commission.  I felt that the presentations from fund companies were too product focused and I did not have the time or the skill to put together my own presentation with the wow factor. 

I felt your organization was a good fit for me from our telephone conversation in which I felt you totally got what it was like to be an independent advisor (advisor not affiliated with a corporate brand) and you gave me the feeling that if I was ready to commit to my development that you would be able to teach me how to conduct such a seminar and provide the process to do it. 

Also during our telephone conversation, additional services were identified such as increasing the number of client referrals.  This was also of interest to me as this was how I had been developing my business. 

Paul, my reason for hiring you was strictly based on our telephone conversation.  Your honesty about you, your passion about what you could teach me and your belief that I would be a success and make a lot more money, if I pushed myself and committed to the process, were the driving factors. The review of the self assessment which identified sales areas I should improve that would increase my selling volume. Thank you for your help in providing a solution for my presentations.  

 

Debbie Woolvet, ON

 

 "Dear Paul - I want you to know what a great experience it has been working with Phoenix Coaching. 

 

I was hoping that you would guide me with a system to prospect for new clients.  I had no “real prospecting” method, nor did I know how to do it.   I was also hoping to learn a better sales process to close more high-networth clients. 

I have received referrals over the years, but I did not have a system for generating them that I was comfortable with, and what I was using was not working.  I was clear on the kind of “ideal client” that I wanted to attract but was not sure how to attract them through referrals. 

I saw you as an opportunity.  After meeting with you a couple of times and hearing how you work, I saw your program as a systematic approach to helping me develop my business through prospecting and referral generating.  I knew I needed a system and you seemed to have it. 

I decided to hire you after meeting you a couple of times, both on the phone and in person and attending a PC meeting to see how that part of the program worked. I then asked a couple of references that I could speak with.  When I called these people I asked very pointed questions about the processes and systems that they had learned.  I was also interested in finding out about what the payback was for the investments.  They all said that there was a big commitment required, but that the payback was tremendous.  Two of them also said they were now in their second year of the program, which impressed me as to the value they were receiving. 

The one thing that really stands out in my mind was the fact that everyone I talked to was very positive about the program and that they had made more revenue back than what the program cost.  At the time I had some real concern about spending that kind of money, and their comments put me at ease with that concern. 

I am proud to be able to tell people about your program.  Thank you.

 

Conrad Toner, Peterborough, ON

  

“Dear Paul – I’m proud to be able to tell people that I have used several coaches in past years, but you are the first who actually helped me produce a quantum leap.

We have all been to sessions where great ideas are discussed but most often never get implemented since there is no process for follow up.

I already had a mature financial practice with a good asset base, but you helped me stop wasting a lot of time doing work for people who really had little intention of doing business with me.  I am now able to focus more time on those who committed to working with me by opening their wallets to write me a cheque before I start on their file.

Your Presidents Club weekly sessions provide the regular follow up needed to actually implement unique practice building ideas. This has helped my quality of life and bottom line.   In summary, prospects now actually take the initiative to call me first.  No more wasted time calling people who didn't want to speak to me.”

 

Paul Barecca, Etobicoke, ON

 

“Dear Paul – Prior to committing to your coaching program, I attended two sessions to observe the training and to meet some of the people attending the President's Club.  In turn, I then spoke to some of them directly, with the express purpose of determining how useful/practical they felt the course to be. I’m proud to be able to tell people that the feedback convinced me that your approach was more personalized and hands-on, which was what I had been searching for.

I understood going in that I had to commit time, money and be willing to change my habits. I believe your method is a very different approach and appropriate for me. People are cynical and tired of the same old seminars.  If ever there was a time for a fresh approach it would be now and you are providing it!”

 

Gwen Kavanagh, Barrie, ON

 “Paul – I’m proud to be able to introduce you to my colleagues because, as a Life Insurance advisor, I believe your programs are superb. The fact that you have previously been very successful in a financial services environment makes you the ideal person to coach us. You also come across as human and not some untouchable superstar. I really appreciate the opportunity to interact, discuss and share with the rest of the group. This makes it a perfect environment to grow. It is also very comforting to see that I am not unique in terms of my challenges’.”

 

David Louis, Toronto, ON

 

Dear Paul,

 

When we first met, I was frustrated with where my business was going.  I had become stagnant and somewhat unmotivated and was not seeing my business grow.  I had problems with my prospecting – both with referrals and people I did not know.  

 

My problem was fear.  I was uncertain about what to do and I had a high level of frustration. 

It made me feel like crap.  If I did not have a solution my business would have continued along the way it was and would likely start to decrease, my frustration would have grown and worsened.

I was not comfortable talking to my associates about these problems and how I was feeling about them.

I was frustrated with the state of my business.  It was stagnating.  I was concerned that the business might fail after fourteen years.  I had no new clients, no prospecting in any form because I had lost interest in it.  I needed help in getting referrals.  I needed to get motivated.

I knew you were successful and knew how to do market research.  I had never had sales training.  The selling point to getting on board with you was your track record.  I learned about Phoenix through your prospecting email blast.  I knew I had to make a change to survive. 

Thank you to Phoenix Coaching Works that my business is now on the right track.   

  

Colin Marcus, Toronto, ON
 

"Paul -I just wanted to tell you what a pleasure it is to tell clients and colleagues what has happened with my business since beginning my coaching with you.  I was looking for a more focused approach and an effective way to keep the funnel of prospects full.  All of this is with the intention of taking my business to the next level.  The strategy that we have employed for soliciting referrals from my current clients has proven extremely effective.

Since learning and implementing your referral system, I am able to easily see the material gains possible, as well as noticing my enhanced relationship with existing clients.  I have a new found confidence in dealing with business contacts and enjoy knowing exactly where the path I am following is taking me.

Assets under management are up 25%, income has increased 50% over last year and I am working towards bettering that figure this year.Your sales development processes and coaching is something that I would recommend to any sales professional who is looking to build and improve their business. I look forward to working with you further and implementing more processes to increase and enhance my business."

David Fox-Revett, Barrie, ON

 

"Dear Paul,

As you know, when we began working together last June you asked me what I would need to see or hear in order to feel comfortable introducing you to other advisors. I told you I needed to make more money in less time but most importantly I wanted to spend more time with my two pre-school children.

As you know, when we began working together last June you asked me what I would need to see or hear in order to feel comfortable introducing you to other advisors. I told you I needed to make more money in less time but most importantly I wanted to spend more time with my two pre-school children.

I wanted to make referrals an integral part of my business. I needed more of a system.  I’m proud to tell people what’s happened since joining your program.  Now I feel I have more of a balance between work and home.  While going through your system I have been impressed with your knowledge and skills and am excited about how much more I can learn.  I now work (most weeks) 3.5 days a week and my income has increased by 30%.

Equally important, my communication with both existing and new clients has improved. I feel much more professional and they appreciate the professionalism in the process we are going through.  Your program is something that I would recommend to any advisor who is serious about having a profitable professional practice.

I look forward to continuing this relationship and more great business enhancing advice from your organization.”

 

Julie Larsen, Barrie, ON

 

“Dear Paul,

You will recall that we discussed the fact that my income was getting higher and higher and the thought of figuring out how to continue this trend of increasing my income was worrying me.  I didn’t know how to grow my income.  I had thought of referrals, but I was uncomfortable with this and never asked for them.  I had also been doing seminars which sometimes were successful, but other times they weren’t.

Everyone here on the team is thrilled with what’s happened over the last three months.  You have taught me predictable and duplicatable processes that will enable me to beat my previous year’s income.  Thanks to you, we are now more organized, accountable, and business is more predictable.  I now know within 15 minutes of meeting with someone new if they are truly a good prospect or not. We have started implementing your referral system.

Bearing in mind that prior to taking your training we would average almost no referrals when we asked.  We are now averaging about five referrals from the people that agree to refer.  We received 21 referrals in the last 3 weeks alone!  Because we are getting to “no” quicker with people who won’t be doing business with us, we are no longer wasting time trying to get them to buy or doing a full financial plan for them.  Paul has also taught me techniques to use with my existing clients to let me know what their expectations are and ensure that I am meeting them.    Because we are now doing the behaviours that we know will result in new business, I no longer stay awake at night worrying about where the next piece of business will come from.  I now spend more quality time with my family without having to worry about my business. Our client relationships have improved considerably.

I look forward to continuing to work with you to build my business.”

 

Sylvain Cote, North Bay, ON

 

“Paul – Every time I do a business building meeting I inwardly thank you for providing me with the tools and training to make this possible.  My pain on our meeting was that I felt adrift; I knew what I wanted to have happen but I did not know how to make it happen. I want you to know what a great experience it’s been finally having a system that produces results.  More importantly, I sense a much stronger connection with my best clients.

Thank you for your skill and helping make this possible.  For example, through the course of a year I may get five referrals when I ask for them.  However, since October of last year, as a result of following your system, I have received 35 referrals which resulted in ten new clients.  This represented a 25% increase in annual revenue and a 1000% (10x) return on my training investment. I know we are by no means finished yet, so don’t stop – keep doing what you are doing. I shall be giving some thought of who I can refer  to you, as long as you have the front door fixed….just kidding. 

Thanks again - you are making a BIG difference for me!”

 

David Hasson, Guelph, ON

 

"Paul - I feel very comfortable with referral strategy process and it works; it enhances the relationships I have with my clients, even when they don't give me referrals!" 

 

Avrum Liederman, Toronto, ON

"Recently, we had Anne Louise Tindall, from Phoenix CoachingWorks speak at our last Golden Horseshoe Sales Congress on November 3rd, 2006.  The members in attendance incorporated a broad range of experience.

The feedback from all was very positive and attendees felt that they learned new lessons that would allow them to increase their referral prospecting results.  Several members requested follow up with Anne Louise and the team after the workshop.

I suggest that you speak to Anne Louise about a complimentary presentation for your chapter – a lot of our members are glad that I did."

 

William McBay, Chairman, Golden Horseshoe Sales Congress

 

“Dear Paul - I highly recommend your workshops, seminars, and one-on-one coaching. As president of an IT firm, I am exposed to numerous forms of IT sales, training and coaching. I have evaluated them all and Phoenix CoachingWorks is the most comprehensive and effective program for dramatically increasing revenue and shortening the sales cycle.”

 

Paul Heino, Toronto, ON

"Dear Paul: Thank you for including me in my first Phoenix CoachingWorks Referral Workshop...I thought the workshop was straight to the point and informative and would recommend it to anyone in sales to come to a Referral Workshop presented by Phoenix CoachingWorks at the next possible opportunity...I look forward to receiving the Phoenix CoachingWorks weekly newsletter, and plan on attending future workshops."

 

Anne Braithewaite, Grimsby, ON

 

"Paul - I am so glad that I took the time to come to my first Phoenix CoachingWorks Referral Workshop...I learned an affective system on how to ask my customer for testimonials and referrals, and how the system is designed to enhance my relationship with my client."

 

 AJ Parl, Toronto, ON

 

"Dear Paul: It was a great experience to attend your recent Phoenix CoachingWorks Referral Workshop...[I] learned that I need to actively ask for referrals and the system to do that.  I also learned that negative emotions on my part can hinder referrals."

 

Peter Zilli, Toronto, ON

 

 “Although Advocis was very much against Mr. Tindall speaking to the membership and even reneged on previously approved CE credits the chapter went ahead and subsequently received rave reviews.  Mr. Tindall was a professional and the info was very valuable.”  

  

Hank Gillard, President, Peterborough Advocis Chapter

 

“Apparently the value of information received and the impact of a first hand experience far outweigh the disdain of the naysayer. This story should reinforce the value of Advocis as a professional association and the benefits of services such as Best Practices.”    

 

Michele Galante, President, Advocis Greater Hamilton

 

"Dear Paul,

I want to share with you what a great experience it’s been having you as a coach and inspiration for the past ten months.  As you know I had had a disappointing coaching relationship before I met you so I was quite sceptical.  I am happy to say that I am extremely pleased with your commitment and passion in helping me to grow my business using an efficient, elegant, process-driven system.

Since my introduction to your referral system I have noticed several benefits.  The clients that I have taken through the business development system have generally been more than happy to provide the names of friends and relatives and those who weren’t comfortable with sending out the letters have referred prospects directly.  Asking clients their expectations has become a cornerstone of my client relationships and as a result I feel that this has increased my level of professionalism and that clients understand that their interests are paramount in the relationship.  My assets under administration and my income have increased by 25%.

Finally, my confidence has increased significantly in the selling process – the Sandler submarine system has helped me to realize that it’s okay to get “no” for an answer if the prospect doesn’t have what’s required to become my client.

I still have a lot to learn and internalize but I now feel that I have the tools to build my business without wasting a lot of time and energy.  I am more focused and when I feel that I am losing that focus I have someone prompting me to get back on track.  I have no problem recommending your coaching program to other advisors who are looking to develop repeatable, duplicatable processes in their practice.

I look forward to our continuing relationship and the ongoing motivation that it provides. Thank you for making a difference."

 

Lynn Walker, Toronto, ON

"The most effective coach in the business - and I have met most of them.  A dramatic increase in revenue!"

 

Gwen Robertson, Toronto, ON

“Dear Paul - I’ve received more introductions in the past week than I have in the past three years!”

 

Barry Mills, Toronto, ON

 

“Dear Paul – If you want to take your business to new heights, you need to look no further than Phoenix CoachingWorks. You have been my business coach for the past year and, based on your coaching, I have more leads and more business right now than I know what to do with. Not only can you teach -- your workshops are the best around – you have also walked the talk and you guide me from firsthand experience on what works and what doesn't. You always deliver at least 100 percent more than promised. I highly recommend your workshops.”

 

Jennifer Beale, Toronto, ON

 

“Dear Paul – After an extensive search for a sales training approach that was totally different from the previous techniques that various members of our company had been exposed to, we were fortunate to find Tindall Training Works.

We were looking for someone that could help us create a unique selling approach and assist in positioning our company as an industry leader. I’d like to commend your organization for the insight that you provided on our own organization.  You gave us the impetus to create a totally distinctive method of positioning our company and more importantly, selling our services.

It was refreshing to find someone that was not repackaging the old tried and tested techniques. You provided our team with a whole new way of looking at our market and ourselves and then identifying the most effective means to approach our clients.

Your stuff works.  Period.  I would urge any organization looking to differentiate themselves to experience the difference that you can provide.”

 

 Alan Rootenberg, Toronto, ON