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What your colleagues
are saying about this seminar
“Marc did an excellent job – good content and delivery”
“The comprehensive structure and in-depth overview of the topic”
“Very informative – easy to follow”
“Very good overview regarding transitions to fee-based structure and the options available”
"Marc, just wanted to
personally thank-you for an
outstanding job in
presenting some first rate
material and for handling a
multitude of questions. They
say that you can usually
determine the quality of the
talk by the number of
questions and you had a
lot!"
“Learning about different ways to run a business that everyone seems to be running the same way”
“I was impressed with the
session hosted this winter
on fee based accounts, I
have seen many people speak
about fee based; but few
have the hands on experience
that you have as an adviser,
congrats on an inspiring
talk"
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