Thanks for making my day, and thanks for recognizing Paul and the work he does.

Hi Charlie
I believe you should also read or hear about the multiple phenomenal things we do so well too. One of those is the recent experience I had with Paul Blease’s consulting of our team.

Consequently, we just grew our team to a new membership of nine.

We have been huge beneficiaries of Smith Barney Institute and Practice Management training guiding us to manage such growth. I give much credit to our team’s growth to these two training programs and value them very highly.

I believe the effectiveness of these programs originate from the vision and contributions of Paul Blease. Let me justify that statement with my recent experience involving Paul.

I called Paul to assist in our Spectrum Group’s recent expansion. I contacted Paul with some questions and requesting guidance. It was like hitting the Lottery Power Ball! He was able to arrange, out of his personal vacation time, the opportunity to meet with our entire group for a day. This commitment is unheard of but that is the smallest element of why I send this email. The consulting, guidance and impact recognized by his coaching is beyond what I had ever expected. His guidance only gets better and more valuable to us as we experience larger growth.
This is one, of many, things we are doing right. Thx Charlie!

Barron’s Top 100 Institutional SOMETHING Consultant

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Paul, thanks for all that you do. Its making a difference.

Wirehouse CEO

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As I suspected, yesterday was a complete success. Thank you so much for taking such a personal interest in helping our team advance personally and professionally.
You are a star!

Barron’s Top 20 Advisor

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Paul I sung your praises at the Director’s Council in Colo. Springs to and anybody else I could find. Thank you again for all your help!!!

Barron’s Top 20 Advisor

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No surprise that you are still the best!

Wirehouse CEO

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The purpose of this email is to thank you for Paul Blease. There have been three or four occasions in my career where I have been fortunate enough to meet key influential people who have helped my career through inspiration and guidance and catapulted beyond where I ever believed it could go. Paul’s ability to present was arguable the best I have ever seen. Since meeting with Paul in Orlando I have started to read four books that he has recommended and we are in the process of revamping a seminar that I give every month.
The Team Development meeting has made me realize above all that great successful companies are made up of exceptional people and Paul is just that. Thank you again and keep it coming!

Top 50 Barron’s Advisor

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Paul, I am not sure how to say this, but I wanted you to know how much I receive from our relationship…I only hope that I can in some way provide support for you in return. Specifically I appreciate your ability to see the larger picture, the essence of the issue and the trueness of your vision or how you are so strong and consistent in your principles. See what 8 hours on a plane can do to ya! Seriously, I appreciate the time I spend with you.

Professional Development Director

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You and I are clearly on the same page that salespeople in our industry can’t just talk products and performance — there needs to be something more or the corner office guy won’t take the time to meet with the wholesaler or wealth advisor. We have had one month of positive net flows in the last 36 months — we need to move the needle away from selling products/performance, to building enduring relationships, to then somehow connecting these enduring relationships to sales of our products.

After leaving you last night, I came to the conclusion that you are 100% right — it is hard to establish brand equity with just differentiated research, better asset allocation tools, etc,. The most effective approach has to be combining “selling” analytical tools that allow FCs to be smarter, and something more subtle that changes FCs’ lives or makes them better business people. With both, the relationship will, in fact, be more enduring than what one gets just with a research/tools soft sale. Then the product pitch can come, and is more likely to pay dividends, since the personal relationship will be firmer and more credible.

As an analyst, I am, of course, too linear in how all this works because I do believe there is a big opportunity here.

CEO of Top Mutual Fund Company

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Without being too long winded, I want you to know that you are truly a special person who has affected me in a very positive manner. I truly appreciate your time, effort, and enthusiasm.

Team Principal

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It provided a specific structure for mapping progress in life through basic human relationships beginning with an objective, non-judgemental evaluation of my current emotional status. This experience was tremendously uplifting and, although I’m not fond of the phrase, was “very freeing”. I came away from this program knowing that I am a human being first and foremost, which then provides a better foundation to be a human doing. I am very proud to be a part of an organization that places this type of program as a priority. Thank you again.

Team Leader

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absolutely. best meeting i have attended in 10 yrs at this firm. i would even say life changing. i guess it’s a case on “when the student is ready, the teacher will appear”, — so many of the things i do, used to do or would like to do were affirmed. this is as focused as i’ve been in 10 years. i’ve revised my 5 yr plan to a goal of at least tripling my business by yr end 2008. Stay tuned.

Team Leader

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The work and recommendations that Paul has made and from what I have taken away from the Advanced Training truly have been life altering for me.

Barron’s Team Leader

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CEO – just had Paul out here in seattle for team consulting and recruiting meetings. this is paul’s fourth annual visit here. just wanted to let you know i regard paul as one of our great “natural resources” here at sb. he has a profound effect on our high-producing fc teams, and makes a similar impact on teams we are recruiting from the competition. just wanted to share some positive comments about one of our most praiseworthy colleagues.

Wirehouse Complex Director

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I keep hearing nothing but rave reviews from your presentations. I have several folks in my Branch who have expressed an interest in the next conference.

Branch Manager

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I’m guessing that when you look in the mirror you see a rough, scruffy guy with a white hat and a scarf and you catch yourself saying “hio Silver, away!” You are like the Lone Ranger to us in the field. Just when we need the help the most you ride in, set us straight and give us the tools and the process to build a more successful team, business and life. For that we thank you.

Barron’s Team Leader

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paul: very powerful! must make you feel all the bad flights and the bad food is worth it- it is. all the best, tom.

Firm CEO

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Paul thanks again for you sincerity and wise counsel. our meeting was one of the most meaningful hours spent in 18 years with the firm. our firm should be commended for having the wisdom in bringing you on board. over the years we have heard a variety of motivational speakers. by way of observation and participation they have not been in the same trenches, nor experienced the fc life. most importantly there was no relationship -a most important dynamic in moving forward. experience and relationship are two of your many qualities that you richly possess. they underpin a high probability for positive results.

Barron’s Top 20 Team Leader

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Paul: Thank You again for taking time out of your vacation and work schedule to come and talk with us. I found what you said inspiring and gave me additional hope. I want very much to get out of my behavorial ruts, to reinvent myself, rebuild my business successfully, and go forward with much greater self-confidence and financial success. For the benefit of my clients, my deserving family, and my selfworth. Any additional words of wisdom, resources, and thoughts on personal career/business coaches would be most appreciated. Thank You and God Bless you and your family.

Advisor

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I wanted to personally thank you for the 2 days we spent with you last week. I truly believe having you coach our team provided the catalyst for needed change. I feel that we are at an inflection point and I am excited about what will transpire in the next 24 months.

Barron’s Top Team Leader

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I can never thank you enough for spending time with David an me, especially under such extraordinary circumstances. Our prayers are with your daughter and your family.. Please let me know if there is anything I can ever do for you… your friend.

Michigan Branch Manager

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Our group would like to thank you for the time you recently spent reviewing and offering insight to our business model.

Barron’s Top Team Leader

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Paul Blease was in town for Blue Chip Council and spent two full days this week in our office working with 5 teams, to include my management team. I attended parts of all of the coaching sessions and spent three hours with all of my management team with Paul. The value added to each of these teams was very substantial. Paul is very talented in this area and I feel that his coaching is extremely valuable, especially during these trying market conditions. Thank you for what you are doing in this difficult time.

San Antonio Branch Manager

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At one point in my career, I worked as a speechwriter for the top talent and corporate executives at ABC-TV, as well as government officials and executives in other companies. I have also seen hundreds of speakers throughout my career and I have spoken before countless groups. At 49, I’m an old dog who isn’t impressed by too many new tricks. But you have had an impact on me. Your words were exactly what I needed at this stage of my career. And my financial consulting practice will be different because of you. Thanks.

Team Principal

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Thanks for saving us…

Institutional Team Principal

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i’m a directors council producer in seattle and just wanted to pass on thoughts on paul blease. he has been instrumental in improving my team’s productivity and ability to grow business. he’s a magnificent asset to us.

Barron’s Top 20 Team Leader

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My partner and I were reflecting upon things for which we’re grateful this year, in spite of the challenges we’ve faced. We couldn’t let the year end pass without letting you know how valuable we found our consulting experience with you!

We hope for the opportunity to do “graduate school” with you at some point in the future and, if you ever do an email distribution, would love to hear from you.

Top Barron’s Team Principal

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I wanted to give you some feedback on the Team Training program in general and Paul Blease’s visit to my office in particular. Let me address the actual program first because it will be the easiest. It was, by far, the best training program I have seen put on by NY…period!

Paul visited my branch to work with specific teams. He met with two of my advisors who have been contemplating forming a team for over one year

In short order, Paul was able to identify the specific issues that they needed to address and gave them specific action steps to get them off the mark and onto the next step. He next met with their team and was able to help them in identifying roles for each team member and gave a basic layout of how the business would look. Because of Paul’s work, both advisors have scheduled time with me for next week to move this to the next level. I believe this business could be enormous (think in excess of $4-5 million) within three years!

Barron’s Team Principals

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Paul met with my #2 producer who was dealing with growth of business issues as well as a dysfunctional team environment. Paul spent time going through the psychology of why he was having problems growing the business and gave him very concrete ideas to work through that would help him. He next met with the team and identified the reason for the disjunction and animosity between members. he was relieved that he was able to get his arms around the problem, not that it is solved, but he at least knows that the roles of his team members needs to change and is working towards that end.

Team Leaders

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A recent recruit I sent singled out Paul Bleases’ presentation as a definite “wake-up” call as to just what he is doing and what he needs to do to grow in client service, production and general practice/professionalism.

This type of program and especially the Paul Bleases of Salomon Smith Barney will be critical in extricating us from the revenue slump we are all experiencing now – PLEASE continue to not only fund these type of meetings but to expand the program and influence that Paul Blease brings to the advisors.

Wire House Branch Manager

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I began my career with Shearson back in 1986. I just wanted to let you know that the program Paul Blease runs one on one teams across the country is by far the most inspirational and superb program that I have been through. I feel that our eyes have been finally opened on how a team should be run and operate. I am looking forward to implementing what we have learned into our business and improving our overall business.

Top Barron’s Team Leader

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Paul Blease was in my office for team training this week. He has interviewed each of my team members and we expect to do a review in several weeks. In a word, it was awesome. He has great insights and we all enjoyed the exercise.

Top 20 Barron’s RIA

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Yesterday, as part of my teams business planning, we were fortunate to have Paul Blease join us via conference call. I would like to emphasize how helpful this guy was in our planning process. We are feeling much better about some of our team and organizational challenges as a direct result of this call. We all look forward to further contact w/ Paul and hope that you realize and appreciate him for the great resource he is to FC teams like ours. Thank You for allowing him to continue to do this, I can assure you it will result in increased growth in the coming years.

Barron’s Team Principal

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Paul spent the past two days coaching and consulting here. He did an absolutely fantastic job. His insight will not only hopefully allow these teams to improve themselves, but will help me to deal with them. Thanks for the support.

NY Branch

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WOW… WHAT A FIND THIS GUY IS! PAUL SPENT A LOT OF TIME CONSULTING AND WAS SUCCESSFUL IN NOT ONLY PUTTING A WELL THOUGHT PLAN IN PLACE TO TRY TO SAVE THE PARTNERSHIP, BUT COMMITTING TIME IN THE FUTURE TO MONITOR AND EVALUATE THE TEAM. HIS INSIGHT IS POWERFUL. I MIGHT ADD, THAT IF THIS TEAM WAS NOT CONSULTED TOI BY HIM, I THINK WE WOULD HAVE LOST THE TEAM TO THE COMPETITION.
I WISH I COULD REPLICATE HIM, BECAUSE HIS SCHEDULE IS SO DEMANDING, AND THE NEED FOR HIS TALENTS ARE SO GREAT.
THANKS FOR HAVING HIM ON OUR TEAM.

NY Branch Manager

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I DID A CONFERENCE CALL FOR MY BRANCH WITH PAUL THIS WEEK, AND I HAD HIM TALK WITH ONE OF MY DIRECTOR’S COUNCIL FC’S STRUGGLING WITH TEAM AND PARTNERSHIP ISSUES. THE CALL WAS TERRIFIC AND THE SESSION WITH THE FC WAS EXTREMELY HELPFUL. I JUST WANT TO LET YOU KNOW THAT I THINK THAT THIS IS ONE OF THE MOST IMPORTANT TRAINING INITIATIVES THE FIRM HAS EVER INTRODUCED, AND TO TELL YOU THAT THE DEMAND FOR THIS SERVICE ON A ONE-ON-ONE BASIS IS GOING TO BE EXPLOSIVE AS THE WORD GETS OUT. I’M CONCERNED THAT WE WILL RAISE EXPECTATIONS BUT BE UNABLE TO DELIVER THE SERVICE EFFECTIVELY
IF WE DON’T COMMIT TREMENDOUS RESOURCES TO THIS EFFORT. I ALSO THINK THAT THERE SHOULD BE, ASAP, A TRAINING SESSION FOR BRANCH MANAGERS. CERTIFYING THE RSTO’S IS A GOOD IDEA, BUT I THINK IT’S EVEN MORE IMPORTANT TO TRAIN THE MANAGERS IN THIS PROCESS. THANKS FOR GETTING THIS ROLLING. I’M EAGER TO LEARN MORE AND TO HELP EXECUTE..

Complex Director

Every time I go…I come away with something new…not just to share with the team(s) who were present…but with the entire branch as well. The content always provides me with new material for multiple sales meetings. training not only sets us apart from other firms…but also allows our best and most productive teams to be continually challenged and encouraged to think outside the box and “raise the bar.” The results speak for themselves in that these teams are clearly the most productive at the firm…and consequently set new standards for others to follow as well. Keep it going…thx.

Wirehouse Branch Manager

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Wow! No more words to add….
Kudos, sir.
At the risk of stating the obvious, Paul’s contribution to the Team Training Program is quintessential. His content, delivery, precision, and enthusiasm inspire a compelling call to action. He impacts not only FA’s bottom line, but if taken “in context,” their quality of life. Thomas Carlyle wrote, “Blessed is he who has found his work; let him ask no other blessedness.” Paul clearly is blessed; congratulations on having an MVP on your team!

Wirehouse Regional Development Officer

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Again Paul, thank you for a great presentation. In my opinion, this is the best training the firm has to offer. It is the only training at Smith Barney that an investment product is never discussed. What YOU realize and what some FA’s/teams may still not understand is that investments are completely commoditized and the “product” we are selling is our team. The quality of the people that make up the team is what clients “buy”, and the more we can refine our team and our practice/procedures, the more saleable our team becomes.

Wirehouse Team Leader

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Let me congratulate you both on an outstanding team training session…My team has been burning the midnight oil since returning …. We all know that the euphoria wears off in short order but their planning, book segmentation, role designations, etc. have all been aggressively approached…I am overwhelmed by their momentum….(Judy…you and the Sox know what momentum can do!)…I also have been rejuvenated and recharged to be the leader ……Its refreshing since the growing compliance responsibilities have severely muted that energy …….Thx
Hats off to both you and Paul…..Thanks for all that you do!!

Barron’s Top 100 Teams

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Paul has done an extraoridinary job with creating the team training program. In the almost 20 years with the firm and attending countless meetings……that Chicago meeting was far and away the best. There was no fluff …..plenty of solid ideas, actionable concepts and a “how to” approach in getting started. I hope the plan is for more, continued team training. Paul Blease has hit an out of the ballpark homerun.

Barron’s Advisor

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Believe it or not, you have helped me change my life in many positive ways these last several years. Just thought you should know.

Team Principal

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I just returned from Team Training and wanted to express our appreciation to you for making the program available. It truly was an outstanding program. Paul Blease is worth his weight in gold.

Barron’s Team Principal

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yet AGAIN! Thank you….I always walk away re-energized and with so many new ideas to share with

Wirehouse Brand Manager

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Dear CEO, I had the privilege of accompanying a successful 4 person team to our level 1 team training in Kansas City this past week and I applaud the firm for hosting a terrific event. Every team member, including myself, came away with numerous ideas on increasing our business, improving our relationships and managing our lives. My only regret is that the other members of my management team where not with me. I would strongly encourage the firm to develop a similar program for branch management teams so that we can improve our effectiveness and serve as role models “walking the walk”. Thanks again for your support.

Wirehouse Complex Director

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It was the best 3 days of training I’ve had in my 17 years in the industry. The change in my attitude and outlook has been remarkable.

Team Principal

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Dear divisional Director,

Homerun!!! An unmitigated success…
Congratulations to Paul Blease and his team on making this happen.

Team Leader

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Paul: As much as I hate to be out of the office these days; I am so grateful for the time spent last week. Just an incredible experience.

Barron’s Top 100 Team Leader

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I just returned from the session and I wanted to let you know how terrific it was. I feel completely renewed and ready to tackle the world. Thank you for putting on this program. I understand that there is no other firm with this type of educational experience, which is just one reason I am glad to be.

Wirehouse Head Brand Manager

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I just wanted to take a moment to thank you for what I consider to be the best training session that I have been to in 25 years.

It was a wonderful session and one I know was found to be extremely beneficial in today’s world for a corporation as large as ours to care about an an employee’ s “entire” life and the effect it can have on their productivity.

Team Principal

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We all felt that the best and most meaningful part of the training was your opening presentation. I still get pumped up just going through the notes.

Barron’s Team Principal

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ONE OF THE BEST MEETINGS I HAVE ATTENDED IN MY 34 YEAR CAREER.WE ARE PLANNING A PLAN OF ACTION. BABY STEPS!

Team Leader

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Thank you for not being afraid to speak from your heart. You have passion for what you do and everyone respects you for it. Your priorities with your bride and kids are so evident and refreshing. We have much in common.
Have a great time with your daughter today. I have one too, and can’t wait to take her to Disney!

Team Principal

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paul, i appreciate the opportunity to meet with you. as you will recall, we met at the recent santa fe meetings. i was very impressed with your presentation and your underlying philosophy. your journey is most interesting and inspiring.

Barron’s Top 50 Team Leader

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I wanted to let you know that the Team Training in Chicago was time well spent. Paul Blease and his crew put on another outstanding event. They always challenge me to look at the way I’m doing things both at home and work to make me a better employee, parent and person.

Team Leader

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Specifically, I want to mention Paul Blease and his approach and philosophies to this business. He is a great addition to our firm and my life. His holistic approach to how we run and manage our lives is helping not only my business, but me as an individual (and my family). The principles and idea’s that he presents are the most valuable I’ve heard in 18 years of my career. It is very refreshing and quite different from many other firms in our industry I am sure.
I can only hope that the masses in the firm get the benefit of hearing from Paul.

Barron’s Team Leader

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Our team just returned from Chicago. First and foremost, thank you all for having the vision and courage to present a program that is so meaningfully different. Secondly, I feel very strongly that we should have a “mini-me” of Paul in every division.

Team Principal

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I thank you for your insightful and powerful presentation. I am grateful that you gave us your time and your wisdom. The concepts you described apply to me as Branch Manager as well……

N.Y. Branch Manager

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WOW!!
SAYS IT ALL!!! Thank you so very much for a life changing experience. Had a great run
this morning and we are fired up and ready to blast off!
Hope you enjoy a wonderful weekend w/your family.
Thanks for making such a difference in our lives.

Team Principal

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I just wanted you to know how wonderful the past few days were. Now we just have to try to apply everything.
Do you ever record these seminars? I think it would be very helpful to have a tape of it that I could listen to once in a while during my 45 minute commute each way everyday. There was so much information and great ideas that it wouldn’t be possible to remember all of them. If I could hear them over and over, they would tend to stick more in my brain.
It’s like when you see a movie for the second time….you usually pick up a line or a joke that you didn’t catch the first time. It would love to replay the past few days as a jump start in the morning as motivation so the day starts right. Let me know if there would be a way to get something like this.
The personality evaluation questionnaires were great! I’ll admit when I was completing it that I thought it was dumb because I felt a lot of the questions didn’t even apply to me, but when I read the results, it pretty much nailed my personality and how I act and react.

Team Chief of Staff

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Our team has struggled over the past year, so the timing of this training was excellent. We all agreed that this will probably turn out to be two of the most productive days our team has spent together . You did a tremendous job – our thanks to your whole staff!

Barron’s Top Team Principal

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IN 20 YEARS IN THIS BUSINESS, I HAVE NOT ATTENDED A MEETING THAT OFFERED MORE USEFUL THOUGHTS ON PRACTICE MANAGEMENT.

Barron’s Top Team Leader

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I WANT TO THANK YOU VERY MUCH FOR SENDING ME TO THE TEAM LEADERSHIP MEETING IN DALLAS. THIS WITHOUT QUESTION, WAS THE HIGHEST QUALITY , AND MOST PROFESSIONALLY DONE MEETING OF ANY KIND FOR ME SINCE I’VE BEEN IN THE BUSINESS STARTING WITH HUTTON IN’83.

Barron’s Team Leader

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PARADISE I HAVE FOUND THE MENTAL ANSWER TO NIRVAHNA, AND IT
AINT DRUGS…IT IS A PARTNERSHIP WITH PAUL BLEASE.

Barron’s Team Leader

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I HAD THE PRIVILEGE OF HAVING PAUL BLEASE CONSULT WITH MY TEAM OVER THE PAST TWO MONTHS. ALTHOUGH HIS TIME IS TIGHT AND VERY PRECIOUS, HE WAS A TERRIFIC REO URCE. HE REALLY LIVES HIS CREDO: “OBJECTIFY THE PROCESS AND SUBJECTIFY THE END RESULT.” HIS PROCESS IS A STANDARD QUESTIONNAIRE AND INTERVIEW WHICH HE MANAGES TO PERSONALIZE GIVEN THE CHARACTERS INVOLVED. HE WALKED AWAY FROM THE FIRST MEETING WITH A REAL SENSE OF THE PLAYERS, THEIR STRENGTHS AND WEAKNESSES AND THE SYSTEMS WE ALREADY HAVE IN PLACE TO PROCESS BUSINESS. HIS INSIGHTS AND SPECIFIC ACTION IDEAS AT THE FOLLOW UP MEETING WERE WELL-RECEIVED BY ALL AND GAVE US VERY CONCRETE STEPS WHICH WE CAN NOW ALL DISCUSS AND IMPLEMENT. THIS WAS NOT IN ANY WAY “TOUCHY FEELY,” RATHER, VERY BUSINESS DRIVEN. WHAT A RESOURCE! AS WE SAID AT DAG, IF WE COULD ONLY CLONE THE “TWO PAULS,” WE COULD OFFER THIS LEVEL OF PERSONALIZED VALUE-ADDED SERVICE TO ALL THE “TRIAGE PATIENTS” OUT IN THE

Top 20 Barron’s Team Advisor

Excellent! Comments were “He get’s it”, “I hope he keeps telling it as it is”, “What a
breath of fresh air. No corporate speak, just plain honesty”.
Paul, thanks for being our keynote speaker. You helped set the tone for our meetings.
Have a great Memorial day with your family.

Wirehouse Divisional Director

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Thank you for the great job the past two days at team training in Boston. Your message was very inspirational and motivating. It was very clear to me that you spoke from the heart and that you live your life based upon your convictions. Thanks for sharing you with the group.

Team Leader Wirehouse

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Thank you so much for a most extraordinary experience over the past three days! It was truly a WOW experience in every way

Barron’s Advisor

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Thank you! My regards to your wife and Shannon. I keep the picture the three of us took together at the saloon in Nashville on top of our living room bookshelf with family pictures and think of you often.

Barron’s Advisor

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After working at a competitor firm for over seventeen years, I can honestly say that I had never been through such a focused and goal oriented program.The concept of the wealth management platform is the future of our business and Paul Blease with his team delivered the message and the road map.

The program as designed by Paul Blease and Sarano Kelly was both a personal and business awakening. It provided us with the tools to help us gain control of our business and personal lives.I will participate in the 90 day program because I truly believe that by following the basic principles of their program I can increase the chance of success in both my personal and business life.

Paul was inspiring, was truely honest and genuine.He believes in what he does.

Team Leader

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Dear CEO, President,

This is a testimony to this company that it would devote resources to address the whole needs, mental and physical, understanding that it takes balance in life for a person to have excellent achievement at work.

I was also fortunate to attend a new session Paul and his team developed to help FCs work strictly on balance in life. The session featured Sarano Kelly and Jack Groppel. Both sessions helped me to gain better understanding of the goals I need to have in my personal life to be more productive.

Barron’s Team Leader

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Paul realizes that being successful is not one dimensional. You must live a balanced life. He is a great speaker, makes it interesting, and I can tell he really cares about us. I really enjoyed this conference and look forward to being invited to future team training meetings.

Team Leader

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My largest producer recently returned from Directors Council where a number of his colleagues sang your praises as one who really got their business going from a plateaued level. He was quite impressed and is interested in discussing his business with you.
So as you can see, there is quite a bit of excitement about your coming to Dallas. We are hopeful you will be able to visit with us soon. Please do not hesitate to contact me with any questions.

Branch Manager

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Paul, thanks again for taking the time to spend with our team and giving us your wisdom and counsel.

Barron’s Team Principal

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I was very positively affected by your presentation in Miami, it was excellent. I have shared your ideas with people on my team and others in my office.

Team Principal

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I already told you that your presentation was worth the trip. I’d like to share some of your thoughts with my team and you mentioned that you could e-mail me a powerpoint of Monday’s speech. Thanks in advance for passing it forward.

Pennsylvania Branch Manager

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I always find your comments insightful. Your contribution to last week’s President’s Club hit Keith and me at a possible fork in the road, so to speak. We decided on the plane coming back that we are going to look at pursuing a different direction in our life that will also impact our business. We need the input of others in order to make a good decision, and you are our “square one.” Are you available for a phone meeting with us?

Team Principal

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Loved your talk – next time PUT YOU ON FIRST!

Team Principal

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I have heard you speak about five times, you are a true gem in this company to be valued.

Barron’s Top Team Leader

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As usual you put on a great presentation. I always learn so many new ways to approach my business after attending one of your seminars. You are one of the greatest resources the firm has to help fc’s improve not only as a professional, but also as a person. I look forward to the next level of training.

Barron’s Top Team Leader

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I am sure you hear this a lot, but I thought it worth repeating. I wanted to thank you for the incredible job that you did in both of your presentations last week.
I have shared many of your concepts with our branch, but I am sure I did not do them justice.

Team Principal

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It is so very refreshing to see a fellow passionate philosopher paint such a compelling vision of where we are and where we need to go as a firm and as trusted wealth managers.

Team Principal

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more fan mail. thanks for all you do for our fc’s and clients.

National Sales Director

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You presented in Scottsdale last month and I just wanted to thank you–your presentation had a dramatic effect on my business and I appreciate it!

Team Principal

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You were absolutely tremendous; the best sessions of the event!

Barron’s Team Leader

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It was, by far, the best and most applicable presentation I have witnessed. You are an extraordinary presenter and communicator, who’s professionalism and preparedness is at a level which I wish to aspire to in my own career.

Wirehouse Advisor

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WHEN WE SHOOK HAND THE MEETING WAS TRULY THE BEST CONFERENCE I HAD EVER ATTENDED IN MY (THEN) 15 YEARS WITH SMITH BARNEY. IT TRULY MADE ME BEGIN TO CHANGE MY BUSINESS BECAUSE I HAD NEVER PREVIOUSLY THOUGHT OF IT AS A BUSINESS.

I HAD VERY HIGH EXPECTATIONS AND YOU EXCEEDED THEM!
ONCE AGAIN, I HAVE COME BACK WITH PADS FULL OF IDEAS. I HAVE COME BACK CHARGED UP TO CONTINUE TO CHANGE/GROW MY BUSINESS ALONG WITH MY NEW PARTNER.

Barron’s Team Leader

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PAUL BLEASE GAVE AN OUTSTANDING 4 HOUR PRESENTATION TO THE NTO’S ON BUILDING A PROFESSIONAL BUSINESS PRACTICE AND TEAM TRAINING. HIS PRESENTATION PROVOKED A GREAT DEAL OF THOUGHT

WE APPRECIATE THE SUPPORT WE RECEIVE FROM NATIONAL SALES.

Head of National Training

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THANK YOU FOR THE TRIP TO S.F., I HAVE BEEN TELLING ANYONE THAT WILL LISTEN THAT THE KNOWLEDGE I GAINED FROM THIS TRIP WAS FANTASTIC.

Top Barron’s Advisor