I've been doing dinner workshops for 15 years and I've never been able to book over 55%. I flew home yesterday after the Mastermind retreat and had one last night and one tonight. On Wednesday, I booked 72% of the room and tonight I booked 71% of the room all from using my personal story! So grateful and a massive thank you!!
Tony Drake
CFP®, Founder & CEO of Drake & Associates, LLC
I landed a $17 million account from my seminar last week where I told my story for the first time. This lady had been to my seminar two years ago and never made an appointment. She came back to the seminar again last week and yesterday decided to do business! My largest account in 26 years! Thank you for standing at my shoulder and keeping me strong. I am a walking Bo Eason poster child.
Jean Ann Dorrell
Senior Financial Security, Inc.
I have been speaking at public events, dinner seminars, investment workshops for 36 years... I just had my best presentation ever! We had 37 people for dinner that I had never met before. I opened the meeting with my signature story and received great applause! Then I introduced the other speakers... I wrapped up the meeting with my second story and received tremendous applause! Over and over people told me how much they appreciated my stories, how much they enjoyed the presentation... It was so awesome, so amazing!! All I gotta say is go Mastermind!
Tim Tremblay
Founder, Tremblay Financial Services
Before the Personal Story Power Event, I was a financial advisor, doing pretty good dinner seminars. The event changed my life in a lot of ways. Our seminar and our workshops have gone from me telling funny stories and analogies, but staying at a distance, to closing that gap, becoming much more vulnerable and transparent. In terms of growth, our appointment set rate at our dinner workshops went from 50% in 2022 to about 73% in 2023, and show-up rate went from 53% to 84%.
Mike Douglas
CFP®, President of LifePlan Financial Design, Inc.