Brad, Financial Planner in Colorado
After first phone session:
Allan, I thought it was excellent! It was extremely helpful for me. I will read up on the stuff you suggested. Look forward to the next session. Thanks.
After session 3:
Allan, just a quick update for you. The presentations went very well! Thanks to you!!! Your consultations have been extremely helpful for me and have improved my confidence level. I will look at my schedule and get back with you to set up our next session. Again thank you very much!