"Susan spoke at our Financial Advisors Leadership Council Conference about "Money Personalities and Capturing Your Courage." Her engaging stories and creative ideas about overcoming obstacles contained the perfect mix of motivation and inspiration for our group. She got a much-deserved standing ovation and my productivity took a permanent and dramatic leap up. I remain encouraged and focused by her words even now, years later."
Susan Allen, CLU, ChFC, Financial Advisor, The Woodlands, TX
"Thank you for your generosity and all that sharing of your smart stuff. I can't tell you how much I grew as a part of presenting your material. I know I'm a better planner because of you."
Susie Baldwin, Financial Advisor, Denver, CO
"Susan's presentations help people look behind the emotional reasons for the financial decisions they make. Energetic, knowledgeable, and highly creative, Susan is the only person I've seen that helps people understand and modify their own behavior with money."
Christopher MacLennan, JD, CFP, CLU, ChFC, FLMI/M, Director of Advanced Planning, AXA Advisors
"Inspiring! Susan motivates people to prepare and follow through on their financial planning issues in a holistic way."
Michael Cole, Business Owner
"Susan has a remarkable sense of humor and kept everyone's interest throughout."
Kelly Nelson, Hartford Life
"Susan has been a valued speaker at many of our functions. I find myself using some of her comments from different functions in my own vocabulary. I believe this is what every speaker or anyone who invites someone to speak at a function would hope to achieve. Her professionalism, credentials, education, leadership and standards are above reproach."
James Ball, Owner, Balanced Capital and Insurance
"Susan helps people see themselves clearly without defensiveness. They will figure out who they are and what they can do about it. Making changes becomes less threatening and more authentic, because they are values-focused."
Angela Wethor, JD, CPA, Director of Advanced Marketing, Foresters
"Thank you again for presenting to our staff. The feedback I've heard has been extremely positive. They found it very entertaining as well as informational and useful. Book too!"
Steven Ruff, Program Director, Ceridian Performance Partners
"We have gotten great feedback from the staff as well as others who were there. Everyone has said they feel that they benefited not only personally from the information, but that it will help them have a better understanding of our clients."
R. Wentworth, Director, Consumer Credit Counseling Service, Arcata, CA
"An entertaining speaker, never boring, Susan spoke at our client appreciation event. She gave us all thoughts and ideas to process in her seminar on money personalities. A very affluent 85 year old business owner said, 'She's really sharp!' Susan made our special event meaningful and significant for all attendees."
Donna Graber, JD, ChFC, CLU, CFP, Planning Sense RIA, Syracuse NY