“We have brought in Eloqui on three separate occasions to train both our sales people and our account managers… They taught our people how to be more comfortable and natural, as well as effective in what they say and how they say it. They taught them how to identify what the client or prospect is looking for… And they taught our teams to work together as a cohesive unit when giving group presentations and how to properly hand-off to the other speaker.
It seems that most sales people hate to go to ‘training’ and I heard the complaints about lack of time, too boring, etc. However, after the first session I began to get positive feedback and by the end of the eight sessions, they were thanking me for providing this training…
I would highly recommend Eloqui. In this economy, we want to spend our training dollars as effectively as possible. This is a good investment!”
OR/
“The Eloqui training has benefited our company by improving our sales reps presentations skills. They feel more comfortable giving formal, as well as one-on-one presentations… When they use the team approach with a client, they are much smoother, each supporting the other partner throughout the presentation.
They’re also better because they think about their audience and what the audience/client needs. I still have employees who talk about how good the training was and how it has helped them in so many ways.”
Sharon Stull, J.D., SPHR-CA
Director of Human Resources
Poms & Associates
“I gave a speech at a charity function recently when Wells Fargo and Fireman’s Fund gave the foundation a large check. There were 4 people that spoke and I dare say mine went the best…
One of my own folks said that he thought I was one of the best public speakers he had seen… thanks for helping me get my MOJO back.”
H. David Wood
Regional Managing Director – West Region
Wells Fargo Insurance Services
“Eloqui was the most valuable training I’ve had, not only at Bickmore, but in every way. Whether I’m presenting to a potential client, State regulators or to an existing client, Eloqui partnered with me to structure my presentation– an interest catching opening, keying in on only a few points, personalizing it and knowing I have a strong close have made me a more effective communicator.”
Rick Brush
Manager, Program Administration
Bickmore Risk Services and Consulting
“Thank you! I really enjoyed participating today. My expectations were far exceeded.”
Chris Trombley, CIC
Vice President
White Sutton & Company Insurance Services
“I want to give you some amazing feedback on a presentation and communication training course that the salespeople at Leisure Werden and Terry were fortunate enough to recently participate in.
Actually, calling it “presentation and communication” doesn’t give it the credit it deserves. The actual name of the training course was “Own the Room,” which tells you that it doesn’t matter if you are in front of one person or 100, it’s about owning the room. Deborah Shames and David Booth were introduced to us through a broker of ours. The broker was in the audience during one of our presentations, and felt that we could improve our presentation skills and referred us to them. Boy, was he right.
From where I sit, the training was the single most effective and important “course” I have had in my 25 year career. I know that says a lot, but believe me that these folks know what they’re talking about. They are communication experts… They know all of the tricks of the trade (knowing what role to play, persuasiveness, how to engage people, closing, etc) and really teach each person how to be a significant and effective communicator. In our business, we can’t get enough of that…When it comes to practical skills, Deborah and David’s methods are where the rubber meets the road.
Dave Donchey, CLU
President
Leisure Werden & Terry Agency
“Our team was recently invited to engage in a joint strategic planning session with a major insurance company. There were 16 people from their company and 6 from ours. Using the training tools we’ve received from Eloqui over the years, we each knew our role, did not speak over one another, and selected strategically positioned seats in their Boardroom. Two hours went by quickly, productively, and with mutual purpose and respect.”
Caryn Siebert
CEO
Carl Warren & Company
“I wanted to let you know that I have heard from most all participants that you are working with and they are giving you rave reviews. In fact, I have never seen the response across the board on any other program of this type that has been provided to help them grow professionally.”
Jeffrey D. Carroll, CLU
Leisure Werden & Terry Agency
“As you know, I’ve engaged the services of Eloqui for over two years on several fronts: intimate group sessions, one-on-one Power of Five training, and group sales presentations. Everything you’ve done for me (and put me through) has made me a much more confident and effective speaker. For that, I am eternally grateful. You’ve helped me advance my career and have elevated my stature in the insurance industry.
Your professionalism, your techniques and, most importantly, my personal results prompted me to expand my training regimen with my sales team. I’ve enjoyed watching my employees grow and develop under your tutelage. As you know, it’s challenging to determine the return on investment with your type of service, but the results are undeniable.
Eloqui has a client for life.
Jeffrey Lang, CPCU, ARM, RPLU
Executive Vice President
Bolton and Company
“…. My son Daniel and I came to you to help us speak better together as a team. Our firm put on seminars each year as a way of providing information to our clients and their advisors… You taught us how to speak together by having each of us assume a “role.” The results were wonderful. We began to really have fun on stage, joking and poking fun with each other. The audience enjoyed our interaction and our ratings increased dramatically.
Our attendance also increased substantially, by about a third. Our act became a “show” to many attendees. Many told us that they actually looked forward to our seminars. Remember, our seminars are about the design and administration of retirement plans for companies; not an exciting topic.
Daniel was a bit of an introvert when we began. Being a teacher helped him be comfortable in front of an audience. However, I think the positive receptions he was now receiving helped turn Daniel into an accomplished public speaker. The more we spoke together, the more I became confident of turning the firm over to his leadership. Daniel now heads our firm. Thanks so much.”
Louis Kravitz
Founder of KRAVITZ
“Thank you again for taking the time to speak with me a few weeks ago. I used the tips and framework in your book during a presentation I had to do on the 15th. I think it was my best presentation thus far. The audience loved the story that I chose to open with, which I crafted based on the tips in the book. So thanks again for a great book.”
Seetha Speeney, SPHR
Assistant Vice President, Talent Strategies Group
Chubb Group of Insurance Companies
“Thank you. Today’s experience and your positive feedback are a good tonic for me, it confirmed that I have the ability to share my knowledge and experience. It helps to be reminded that I have the ability to communicate and influence.”
Robin L. Martin CIC
Vice President
Wells Fargo Insurance Services USA, Inc.
“Eloqui was the most valuable training I’ve had, not only at Bickmore, but in every way. Whether I’m presenting to a potential client, State regulators or to an existing client, Eloqui helped me structure my presentation. An interest catching opening, keying in on only a few points, personalizing it and knowing I have a strong close have made me a more effective communicator.”
Rick Brush
Manager, Program Administration
Bickmore Risk Services and Consulting
“The talk went great! They even applauded after the one line zingers. I could not have done it without you and your advice was right on! You made a huge difference in my confidence level too.”
Liz Sampson
Life Insurance and Benefits Specialist

