“Working the Plan”- Feedback from an Attendant

by admin on June 22, 2010


I was an attendee at your recent Atlanta seminar, which I enjoyed and thought was a good value.

I currently am “working the plan” of meeting with financial planners.

I met with Wes Moss yesterday and have a meeting scheduled with Kay Shirley. I am looking for a third planner so that I have at least three, as you recommend.

I wanted to let you know that your advice to take advantage of the initial consultation is absolutely on target.

The meeting with Wes was a pleasure. He is professional, easy to talk with, and knowledgeable. I felt that the recommendations he made for my situation reflected that he had listened well to “my story” and responded appropriately and with integrity.

I expect the same will occur with Kay Shirley.

I feel more confident and capable of facing these uncertain times. I plan to continue to listen and educate myself regarding financial matters, so that I make better choices of what to do with what I earn.

Thank you for what you and Sam do and for being direct and honest. I understood your comment at the seminar: (paraphrase)that they all lie, you just hope they don’t do it at the same time.

I enjoy your show on WSB.



Did you attend the How To Invest Your Money in 2010? What did you think? Have you followed up with any of the advisers? We’d love to hear from you!

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