Clients from the Financial Industry

Accessor Capital Management, American Express, Beneficial Finance, California Credit Union League, Community Bankers of North Carolina, Council of Employee Benefits, Credit Managers Assn. of Calif., Frank Russell Investment Co., International Assn. of Financial Planners, Hispanic Bankers Assn., International Telephone Credit Union, National Assn. of Bank Women, National Council of Postal Credit Unions, Orange County Employee Benefits Council, Principal Financial Group, San Diego Trust & Savings, Western Pension & Benefit Assn., Wisconsin League of Financial Institutions
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Sample Comments

"A super spoof! You really had them fooled!! Thank you so much Bob for a great lead-off presentation at our Management Conference."

Wisconsin League of Financial Institutions

"Your entertaining talk during the opening session of our recent regional meeting was a highlight of our three day program."

American Express

"We wanted to write to express our extreme pleasure at the great way in which you handled our 25 Year Club celebration at the Princess Hotel in Scottsdale. Your good-natured comments and ‘roast’ approach was really terrific. You should know that I have not met one of the people who attended the dinner who didn’t thoroughly enjoy the experience."

Beneficial Finance

"The response to your talk was excellent. I must add that your presentation is one of the best we’ve had in recent years. You did an excellent job of conveying an important message in an entertaining and informative way."

National Assn. of Bank Women

"You know what they say . . . leave them laughing. And you did! You were the ideal closing speaker for our Annual Convention in Toronto. Your presentation was highly rated by our delegates."

International Telephone Credit Union Assn.

"YOU WERE FANTASTIC as our closing speaker. Your presentation on Humor in the Workplace was the perfect ending. Feel free to give my name as your number 1 fan. Great Job!"

Credit Managers Association of California

"You were all we had hoped for as shown by the almost continual laughter during your presentation and the prolonged applause at the end."

San Diego Trust & Savings Bank

"We came away with a greater ability to use humor to enhance our marketing effectiveness, client relations and even office productivity."

International Association for Financial Planning

"The feedback we have received from those that attended your sessions rated them extremely high in both presentation style and content."

Frank Russell Company

(Excerpted letters available on request)