Testimonials


Learning Dan's process was an "Aha!" moment for the advisors on our support platform as well as for us. Read more »
– Byron A. Sanders, President, DKE, Inc.
$900 million AUM

His clear, concise and ultimately effective program was presented in a comfortable and straightforward presentation. He has provided a simple and rational answer to the question, "How do I increase referrals from my best clients?" We are excited about an ongoing relationship with Dan and look forward to the tangible growth in assets under management we expect as our advisor partners complete their individual implementations.


Dan's presentation energized our entire team. We have just started the implementation of the Interactive Surveys with our clients and have had a great response. Read more »
–J. Christopher Kerckhoff, Jr. CFP®, AIF®-President Plancorp, LLC
$2 billion AUM

This is an approach to new business development that our people are embracing. The conversations we are having with our clients are all positive and even our most experienced and successful advisors are excited about the opportunity. I strongly recommend Dan to anyone in our industry who is interested in deepening their relationship with their clients and growing their business.


After Dan spoke at our National Education Conference the response from our advisors regarding his referral approach has been off the charts. Read more »
–Steve Atkinson, Executive VP, Loring Ward
$8.6 billion AUM

All of our fee based and fee only advisors agreed that this helped make this years conference the best ever. Our largest advisor and arguably our toughest critic, who doesn't pass our compliments loosely, particularly commented that he will be implementing your ideas the next day!


Dan was the featured speaker at a recent event he hosted for 40 CPA firms who also serve as fee only financial planners and advisors to their clients. Read more »
–Dennis Covington, Principal, Capital Directions, NAPFA Member
$1 billion AUM

His talk was right on point for a group of advisors who are client-focused and find it difficult to have a discussion about business development or asking for referrals. He was the best reviewed speaker we've had in twelve years of hosting this event.


“The concept of focus groups is such a simple yet brilliant idea… I’m very upset I did not think of this myself.” Read more »
– Mike Sluhan and Brian Redders
Genex Financial, LPL

I’m very happy that we have had the opportunity to cross paths. It is refreshing to interact with others who share a passion for the financial industry. I must admit, the first thought of focus groups did not strike me as an opportunity for our firm. Nonetheless, I don’t ever dismiss an idea without hearing the details. Obviously your presentation changed everything. The concept of focus groups is such a simple yet brilliant idea… as I’ve shared with you, I’m very upset I did not think of this myself. I’m always impressed with others who seem to have a system and process for their particular service offering.

After going through your process, I can truly say WOW. Every step of the process was lined out with details followed by a summary of our conversation and an outline of the next steps. Your process allows you to fully understand the individual(s) involved and formulate a focus group that will be impactful and beneficial to the specific needs of each advisor. You truly put your heart and soul into helping others have success with your concept. I’m looking forward to continued success in the future. Thanks for all your help.


“What was most valuable was really learning what is important to our clients and how we can better serve them.” Read more »
– Carol Rogers and Omar Qureshi
Barron’s 1000 Advisors – High Net Worth Clientele

Dan Allison, and his firm, “Focused Advisor,” was first introduced to us through our own participation in a focus group with one of our outside professional partner associations. We were immediately impressed by his leadership of the group and his ability to solicit information from a group that was somewhat challenging.

As an established Wealth Management firm, marketing to new prospects has its own set of unique challenges. Everyone knows that asking for referrals is the best marketing practice, but no one wants to infringe on their clients or appear needy to a HNW clientele.

The focus group approach allowed our top clients the opportunity to voice their comments and concerns, but it also subtly suggested to them the importance we play in their lives, as well as how important they are to us. As we all know, this is a unique time in the industry and we believe that personal touch will make all the difference to our clients. Clients want to make sure they are being heard and we feel the focus group is the perfect way to achieve that goal.

Our first focus group provided us with not only referrals but also new money. However, what was most valuable was really learning what is important to our clients and how we can better serve them.

We have worked with “coaches” in the past and financial marketing firms, but Dan was able to let us truly identify our strengths and how best to approach the market place from a confident and aggressive posture.


“What a simple, straightforward approach to relationships. . I will use this approach for the rest of my career.” Read more »
– Lisa MacNamara, Financial Advisor

With only two years in the business, I have struggled to get in front of the clients of my referrals relationships, especially the CPAs and attorneys that I work with. After doing a focus group with some of the CPAs and attorneys I know, they RECOMMENDED that we conduct a few focus groups with their clients to find out what information they would like and how to educate them on topics that they value!

What a simple, straightforward approach to relationships. I have been through so many trainings as a new advisor that teach me how to sell, how to script, and how to close. This was the first one that taught me how to just be honest, and apparently that is exactly what people are looking for. I will use this approach for the rest of my career.


“This was the easiest, least expensive way to add new clients that I have ever used.” Read more »
– Paul MacDonald, President, The MacDonald Financial Group

We completed our first focus group with the help of Dan Allison and his company. From our very first conversation to a final debriefing after my first focus group, Dan has been there to ensure my success with this concept. He walked me through everything I needed to know and do, from creating an outstanding questionnaire to helping modify my existing presentation to make it more effective. Just prior to the first focus group, we had an extensive review where Dan shared some very important knowledge and experience which were critical to its success.

My first focus group consisted of four couples who had previously attended a workshop but who did not become clients for one reason or another. After the focus group, one of the couples approached me and asked me to call them the next day. This couple has now become a client, bringing in over $500K of new investment money to my firm. The other three couples had very good things to say, and I am confident that at least two of them will become clients in the near future. One even offered her expertise in PowerPoint (for free!) to help improve my presentation.

This was the easiest, least expensive way to add new clients that I have ever used. It cost me less than $250 to put this focus group on, and the only other investment was my time calling and inviting prospective attendees. Well worth it. The key to success in this type of format is to follow Dan’s directions to the letter—this will ensure your success.


“This is a great way to build a foundation for extending a business into a given demographic. . . You are a great resource.” Read more »
– Dan Wilkinson, CFP, 37-Year Veteran

We had a very successful first focus group. The comment most heard at the end was that it was too short! It seemed a natural process. The key seems to be having the attitude of market research rather than selling. The challenge for sales people is slipping into sales mode when presenting topics. Dan guided us through avoiding that downfall.

At the end of the session, we had everybody’s goodwill and they want to help us. This is a great way to build a foundation for extending a business into a given demographic. Our next one is in two weeks. Thanks for your expert guidance during this process, Dan. You are a great resource.


“My first focus group was more successful than I imagined. . . this could be implemented in any line of business.” Read more »
– Pat Fay, Director of Marketing, Garvey and Associates (Employee Benefits / 401k Specialists)

My first focus group was more successful than I imagined. It truly accomplished what we set out to do, which was to have the attendees involved in the discussion of what they are looking for from my organization. I have done hundreds of presentations over the years, and have never had as good of interaction with the attendees as I do with focus groups. It truly allowed them to be part of the conversation. They felt like their opinions actually mattered and were very excited to give them. It was a tremendous success and is something that could be implemented in any line of business.


“Dan’s ideas position one as a professional advisor, not a salesman. This can help everyone build their business.” Read more »
– Cella Quinn, Advantage Capital Chairman’s Club, $178 Million under Management (Advisor Specializing in Mutual Funds)

This concept is so simple yet so profound. Of all of my years in the business, Dan Allison’s Feedback Marketing is one of the only systems I’ve ever seen that is practical, inexpensive, and completely based on honesty. Dan is a skilled presenter whose ideas position one as a professional advisor, not a salesman. This can help everyone from the beginner to the top producer build their business… understanding this system is incredible!


“After only five focus groups, my partner and I may be at capacity for taking on new clients.” Read more »
– Phil Dawson , President, Executive Solutions (Advisor Focusing on CFOs/Business Owners)

As a business owner working to serve business executives with my service, I found it difficult at times to get one-on-one appointments. This is especially challenging because I needed to know if my services needed to be improved or if my approach was just insufficient.

I went through Dan Allison’s consulting program and began to conduct focus groups with the same people that I struggled to get the one to one appointments with. What we found was that our service was definitely on track. So much so that after only five focus groups, my partner and I may be at capacity for taking on new clients. Thanks for helping solve the problem. What a wonderful tool to educate and honestly engage prospective clients.


“I have NEVER felt comfortable being the “salesman” or closing hard for appointments. . . Now I never have to wonder what people are thinking as they walk out the door.” Read more »
– Rick Clatfelter, Financial Advisor

I wanted to take a moment to drop you a note now that I have completed my first two FGs in my new market. I have to say I am very, very pleased. Not so much from a revenue perspective, but from an eye-opener perspective. I am convinced that there will be business from these two sessions in the future, but what I learned is that there are really truly folks out there that DO want to share their opinions and they DO want someone who is genuinely interested in what they have to say.

Enter the Focus Group. I went into it thinking of the leads that I might generate from the FGs but came out with a better understanding of what my target market is really thinking. And I have to be honest here—one of the main things that they all commented on as being very important to them is NOT something I have been doing with any consistency. Not anymore! I am taking this research to heart and I am going to implement the changes immediately based on what I learned from these folks.

A summary goes like this: My Thursday morning session I had 10 people come out of 12 invited (one couple called at the last minute and said they couldn’t make it but asked to be put on the Dec list). The FG went off “textbook” to your coaching. Thank you very much. It went so fast that I didn’t want it to end. The Open Dialogue was my favorite part and I could sense that the folks loved it too. I got very good answers on my Questionnaire, and 7 of the 10 indicated some kind of interest in my products and services!

Saturday went the same way. 7 out of 8 attended (one gal called in sick just prior and asked to be put on the Dec list). Of the 7, 3 were very interested, and I would say that 3 others were somewhat interested. Only 1 said that she enjoyed the FG but was in every way happy with where she was. How awesome is that! One could only hope for those ratios from other processes.

I have to tell you Dan, this format fits my personality perfectly! I have NEVER felt comfortable being the “salesman” or the “seminar guy” closing hard for appointments. Now I never have to wonder what people are thinking as they walk out the door. They are telling me exactly what they are thinking! What a novel idea: follow up with folks and discuss ways you can help them only AFTER you already know what they are thinking and what their REAL concerns are!

I would say that this way of helping people is genius, but that might be too flowery. At the very least it is intuitive, genuine and effective.

Thank you so much for helping my business take a new direction. Please feel free to share my experience with others who are considering implementing this process into their practices. This is one of the WIN/WINs we always talk about.


“It makes perfect sense to build relationships that are based on value and service . . . I look forward to seeing the exponential growth with this system!” Read more »
– Mike Schulz , Owner, Mortgage Banking/Real Estate Firm

Thank you for introducing me to this amazing program! I implemented the program on the following Monday after our training and immediately began building new relationships with financial advisors. Every advisor that I have met with thus far is excited about the program and willing to build a strong working relationship. Just today I presented to the division manager of a well known financial firm and gained his business as well as the opportunity to present to all of his advisors in two weeks! It makes perfect sense to build relationships that are based on value and service as opposed to being a “transactional salesman.” I look forward to seeing the exponential growth with this system!


“Using focus groups is a simple but profound idea—what could be more important than knowing what’s important to your clients? ” Read more »
– Paul Ludacka, Financial Advisor – Court of the Table Producer
Northwestern Mutual (Advisor Focusing on High Net Worth Clientele)

I’m a huge Vince Lombardi fan. What I appreciate about Lombardi is his emphasis on being “brilliant at the basics”—taking simple tasks and mastering them in order to provide extraordinary results. Dan Allison has positioned Feedback Marketing as a basic building block for professionals to grow their business exponentially. Using focus groups is a simple but profound idea—what could be more important than knowing what’s important to your clients? Dan Allison is a difference maker, and more importantly, he is a fantastic human being!


“Feedback Marketing has enabled me to look at my practice in a totally different light. . . I finally understand that to know what my prospects want from me, all I have to do is ask them.” Read more »
– Pam Rosenberry
President, Rosenberry Financial (Advisor Focusing on Female Clientele)

Dan, your system enabled me to look at my practice in a totally different light. The experience was rewarding because I finally understood that it was time to know what my prospects want from me and all I have to do is ask them.

In today’s world, it is difficult to find a way to be different and get noticed by your prospects. I was doing it the hard way before I was introduced to Dan.


“All three couples in the focus group asked us to contact them. . . we told them that we could meet with them one on one to discuss their situation in more detail.” Read more »
– Michael Herman, Financial Advisor
Golden Wealth Solutions / Mutual of Omaha

We had our focus group last night and it was excellent! We did everything as you outlined, greeting them and having them complete the first page of questions before we began. We then completed the agenda for the meeting and went into the presentation. Throughout the 35-minute presentation the couples were all interacting with each other and with us. It was the most amazing thing to see how intimate this setting was. At the end of the presentation we started the open discussion and this actually went longer than I wanted. We would have been done at the exact time I wanted to start the dinner, but due to the amount of concern and questions it ran over by about 15 minutes. I guess the additional concerns and questions weren’t such a bad thing.

The dinner went great, and after all was done we actually had all three couples approach us and ask us to contact them for individual meetings with them. We never approached them about this; only when they brought up the subject of the product or cost we told them that we didn’t have them come here tonight to discuss product or price, but that we could meet with them one on one to discuss their situation in detail. You can probably see by my extended e-mail that I am very excited about how this went and cannot wait ’til the next one.


“If you desire to learn if your product, process, or concept stands up in the marketplace, this is a very effective resource in obtaining the answer.” Read more »
– Gregory A. Berstler – Top Producer / Owner, Fixed Life Insurance Wholesale Firm
Berstler Financial Group – Asset Strategies (Wholesale Company Recruiting New Advisors)

Like any business owner, at Patrick Allen Producer Network, we wanted to grow our business. Possibly the difference from other organizations was that we really did not have an interest in growing rapidly, we preferred to grow it methodically and organically. We wanted to achieve sustainable growth where we did not give up or lessen our value proposition. Conducting focus groups to tell our story seemed to be a natural fit. The focus group concept is very attractive because it allows you to be who you are; the people in attendance will naturally either be attracted to your concept, or be disinterested, based on you and your delivery. Either way, it becomes a positive, assuming you use the feedback constructively. You will either obtain a valuable prospect, save yourself and a prospective client a lot of time in the long run, or you discover that you need to make changes in order to be more appealing the next time. It should become what we all are looking for, a win-win situation. Dan’s experience in creating and honing in on this concept has proven to be very valuable. If you desire to learn if your product, process, or concept stands up in the marketplace, this is a very effective resource in obtaining the answer.


“By following the process, utilizing the templates, we were able to accurately reflect a non-sales meeting and thereby get true interaction with our marketplace.” Read more »
– Boyd Ober
President, Leadership Resources (Coach to High-Level Executives)

I want to thank you for assisting us with the planning and execution of what I believe was the most successful focus group we have conducted. By following the process, utilizing the templates, we were able to accurately reflect a non-sales meeting and thereby get true interaction with our marketplace. The resulting input from potential services leaders was invaluable as we were able to use their input to evidentially deliver a service they desired.


“The focus group worked just like you said it would, and it was a steal for the small fee we paid for the consultation service!” Read more »
– Steve Stenzel, Financial Advisor
Mutual of Omaha

We recently conducted our first focus group. I was a little nervous but we followed the model and stuck with the script so to speak. The event went very well. The participants were not apprehensive about being there at all and opened up freely to give their opinions. The attendees answered every single question on the questionnaire. The focus group provided information as to how to market to these people and what sort of products and services they wanted and needed. At the end of the session, people actually wanted to buy stuff from us, which was great because we weren’t even there to sell! The focus group worked just like you said it would, and it was a steal for the small fee we paid for the consultation service!


“Having a third party person like Dan look at our process and show us how to promote it in the form of a focus group has been very rewarding. . . we would recommend this to anyone.” Read more »
– Tony Engrassia and Kevin Swan Top of the Table Advisors
Wealth Management Strategies

Dan Allison’s system helped us re-focus on our marketing efforts. We were spending more time and money on seminars and were not seeing the results we needed or wanted. Having a third party person like Dan look at our process and show us how to promote it in the form of a Focus Group has been very rewarding.

This is the marketing of the future, and we would recommend this to anyone.


“We just held our first focus group and it couldn’t have gone better. . . Thanks to you I can throw away my salesman’s hat. ” Read more »
– Jack Swanda, Financial Advisor
PM Financial

We just held our first focus group and it couldn’t have gone better. You had us more than ready with your pre-focus conference calls, and your help with the post focus was insightful. We have never seen a group we were addressing so “focused.” They all were fully engaged in the topic and openly shared their thoughts during the discussion. We are looking forward to making changes in our “product” presentation from the feedback and putting together another focus group very soon. Thanks to you I can throw away my salesman’s hat.


“Everyone knew that we were also marketing. . . and at the same time they had only compliments and put real effort into giving us good feedback.” Read more »
– Geoff Rickner and Richard Dover
Medallion West Group

A WINNER! Our focus group was attended by just the right mix of eight folks. We made a smooth, cool presentation. We have scheduled our next focus group already! We are excited!

Everyone knew that we were also marketing… and at the same time they had only compliments and put real effort into giving us good feedback.

With the quality people we filled the room with; our first focus group was a tremendous experience! A bonding experience for all that will serve only to nurture those relationships, while we also get feedback as to what is important to them. Why don’t we just ask them? Truly amazing!


“Feedback Marketing is an extremely professional way of educating people on the products and services that you offer. . . participants in a focus group see you as a resource to go to when making financial decisions.” Read more »
– Chris Casey, Financial Advisor
Mutual of Omaha Financial Services

I wanted to take a moment to thank you for what you have provided to me and to our industry.

When I was first introduced to the concept of Feedback Marketing, it immediately clicked with me. I thought that it was an extremely professional way of educating people on the products and services that you offer. Once people are educated on what you offer and see that you are a person of integrity and truly care enough to ask for their opinion in the form of a focus group, they start asking you questions about their own personal situation. You can then continue to provide value by educating them on their particular area of concern and they see you as a resource to go to when making financial decisions. Your guidance throughout the entire implementation process was professional and helpful and to try to implement this on your own wouldn’t make any sense (why not learn from the mistakes of others!).

I know that we have spoken very candidly about the concept of conducting focus groups and I have since had conversations with colleagues that this concept is “the pet rock of our industry.” I couldn’t agree more with this statement. The concept is extremely simple yet very efficient, which when it comes to most things in life we should try to do the same!


“Dan has delivered on everything he has promised and has been a great joy to work with. ” Read more »
– Wayne Robinson
Lincoln Advisors

It is with great pleasure that I write this endorsement of Dan Allison. I have worked personally with Dan and had the pleasure of introducing him to several of my clients. Many have started to work with Dan and are benefiting from his simple but powerful program.

Dan has delivered on everything he has promised and has been a great joy to work with. I would encourage anyone, ready to take their business to the next level, to sincerely consider Dan’s Feedback Marketing as a creative, very effective business improvement and marketing system.

Speaking Recommendations

“Dan Allison’s presentation combines the right amount of humor, common sense, and detail, to get us thinking differently about how to promote our business.” Read more »
– Nicole Gurley
President, Financial Planning Association – Phoenix

Dan Allison’s presentation combines the right amount of humor, common sense, and detail, to get us thinking differently about how to promote our business. He effectively combines technical skills and common sense to make his approach both logical and simple. I call it “Prospecting for Dummies.” If you want to learn how to promote to a niche market, why not just ask them directly? He explains how to use focus groups to grow our business. Given current market conditions, this is information advisors will want to hear. Dan provides a step-by-step format that makes implementation easy.


“Your energetic presentation was both informative and fun. We all learned a lot and look forward to implementing many of your ideas. ” Read more »
– Sharon Egan, Program Director, Financial Planning Association of Illinois

We really enjoyed your talk last week for the Financial Planning Association of Illinois. Your topic was very timely, as we all face the challenge of growing our client base, and need ideas in this competitive environment.

Thank you for your energetic presentation which was both informative and fun at the same time. We all learned a lot and look forward to implementing many of your ideas.

Thanks for presenting to our group – it was a professional, well-constructed talk that inspired new ideas and conversations, and I would recommend your presentation to any group of financial professionals who are interested in using focus groups as a marketing/research tool. We particularly liked the level of detail you gave in your Steps to Follow piece and think any financial professional could benefit from your content.


“Dan Allison lit up a room of our top financial advisors. . . He understands that top producers don’t want gadgets or gimmicks—they need strategies and tools that can genuinely impact their business and deepen their client relationships. ” Read more »
– Scott Wood, Mutual of Omaha Investment Services

It is not an exaggeration that Dan Allison lit up a room of our top financial advisors. Top producers don’t want gadgets or gimmicks—they need strategies and tools that can genuinely impact their business and deepen their client relationships. Dan understands that and has passion for helping advisors strive for and achieve what they’re truly capable of.


“Your direct delivery style and real-life examples were exactly what the people in attendance needed to hear. ” Read more »
– Steve Atkinson, Loring Ward

Your message about focus groups spurred many of the individuals attending our convention to take action. No longer are they going to continue marketing without knowing how it’s being received. As one person told me, “doing focus groups is the most common-sense thing I’ve ever heard of; I can’t believe I haven’t thought of this before now.” Your presentation style was solid and nobody felt like they were being sold. Your direct delivery style and stories of real-life examples were exactly what the people in attendance needed to hear. Furthermore, your response to the follow up inquiries since the talk is something of a lost art today and kudos to you for delivering exemplary services.


“You were one of the most positively evaluated presenters that our organization has had in years. ” Read more »
– Garret Chambers, President, NAIFA New Hampshire

Thank you so much for coming and speaking to NAIFA NH. Your unique approach to prospecting applied to every member who attended; from veteran agents to agents that have just entered the business. You were one of the most positively evaluated presenters that our organization has had in years. In fact, I think every single evaluation sheet that was completed by our members rated you as excellent!


“Dan Allison’s talk on how financial and insurance advisors can use focus groups to grow their businesses was one of the best presentations ever given to our local NAIFA association.” Read more »
– John L. Olsen, CLU, ChFC, AEP
President, NAIFA St. Louis (2008–2009)

Dan Allison’s talk on how financial and insurance advisors can use focus groups to grow their businesses was one of the best presentations ever given to our local NAIFA association. It was interesting, enjoyable, and of great practical value. I would unreservedly recommend Dan to any NAIFA, FSFP, or FPA chapter looking for a first-rate speaker.


“I have never seen a speaker keep everyone in their seats the way you did. They probably could have listened to you even longer! ” Read more »
– Mirella “Millie” Garcia, MBA
Programs Chair, NAIFA

You are truly amazing, Dan. There are few like you. I have never seen a speaker keep everyone in their seats the way you did. They probably could have listened to you even longer!

We have offered free CE credits in the past and even at that, they usually start leaving before the hour is over. You also managed to impress my non-advisor guests who found the information you provided to be very helpful even in their practice.


“Not only did Dan develop an instant rapport with the audience and make them feel as he was speaking to each of them personally, his thought-provoking discussion was both enlightening and incredibly entertaining.” Read more »
– Pete Buechler, President, NAIFA Orange County California

Dan Allison was a tremendous addition to our annual Advisors Forum Sales Congress. Dan’s ability to engage our audience of over 150 highly successful advisors on ways they can better connect with the “Perfect Client” brought immediate value to our attendees’ business. Not only did Dan develop an instant rapport with the audience and make them feel as he was speaking to each of them personally, his thought-provoking discussion was both enlightening and incredibly entertaining.

Unlike some speakers I have seen in the past, Dan shared ideas and practices that can be immediately applied to increase sales and client retention in true NAIFA, “Value Added” fashion. To top off the event, Dan gave a heartfelt endorsement of NAIFA (he’s a member as well!) that truly illustrated yet again Dan’s ability to convey true benefit to those fortunate enough to see him speak.


“Dan Allison’s presentation was incredible, and I am already putting this focus group marketing program in place in my practice.” Read more »
–Eric Gibson, Financial Advisor, Mutual of Omaha

Last week I attended a Sales Symposium at my home office. It was a four-day event, and by the beginning of the fourth day my head was totally full of great information and I was mentally preparing for implementing some of the ideas I learned when I returned. However, the first meeting of that fourth day turned out to be one of the most relevant sessions of the whole week. It was Dan Allison. His presentation was incredible, and I am already putting this focus group marketing program in place in my practice. I highly recommend checking it out.


“Your quick wit, empathetic compassion for our industry, and innovative ideas made people enthusiastic and hungry for more information.” Read more »
– Bruce Kraczkowsky, President, NAIFA Connecticut

Thank you for your recent trip and multiple presentations to NAIFA Connecticut. As President of NAIFA CT I would like to share with you and others who may be interested in you as a speaker some feedback from our membership. Your message resonated in all those who attended, from rookie producers to veterans. Moreover, your quick wit, empathetic compassion for our industry, and innovative ideas made people enthusiastic and hungry for more information.

Your idea of focus groups is innovative, unique, and untested. It would be unfair to misquote you; however, one member told me that “people will answer anything you ask them.” In essence I believe his comments best reflect your approach to gaining more referred prospects, quality prospects and understanding of what people are seeking when you approach them. Your information brings welcome relief to an industry that gets the same “stuff” again and again repackaged without any measurable result.


“The focus group presentation caused our sales reps to evaluate what is important to their customer. It puts the customer first.” Read more »
– Todd Clarke, CEO CLS Investments

We have found the focus group presentation to be very beneficial for our sales reps because it gets them to think differently. Too often, sales reps focus on the benefits their product/service provides the customer. Training session after training session conditions sales reps to think this way. The focus group presentation caused our sales reps to evaluate what is important to their customer. It puts the customer first. If the product/service doesn’t align with their customer needs, then changes need to be made. The presentations get the sales reps thinking about the needs of their customers rather than the benefits of their products/services.