Bob P
GBClear, concise and timely Really appreciate the quick response that showed empathy for my challenge, as well as clearly doing some legwork behind the scenes before replying to mitigate back and forth. Thank you again!
Prabha Satheesh
GB"Connecting with Leaders: A Review of the New Advisory Platform" Thrilled to join this new platform, I'm eager to connect with numerous leaders. Additionally, the advisory platform has exceeded my expectations with its insightful guidance and exceptional support, truly enhancing the experience. It's been an outstanding resource for networking and learning from industry experts.
Michael J Wilson
GBLearning about the service I'm still trying to understand the business and what it might offer me. I was disappointed that the issues that I had questions about (potential conflicts of interest, tax deductibility, and diversity) were unknown or not considered. Finally, I was not happy with the hard sell ("You have to decide this today.") when I was sincerely trying to learn and inform myself.
Ariel
CAMaryia offered fantastic assistance to… Maryia offered fantastic assistance to come up with appropriate wording, language and strategy to help us get our message out to our advisors and achieve our objectives. Thank you so much!
Bridget G
GBI think there could be a more succinct… I think there could be a more succinct overview - the onboarding specialist was great however it was very scripted - it felt more like reading a script and therefore answers to questions were not new information or information worded in a new way - but repeating the same script. Please note Julienne was great my suggestions is minute in that I often am a trainer - thank you!