Waddell & Reed

As Managing Principal of a national financial planning company, I found Joe to be an expert in training methods as well as the competencies I needed him to work with, which included personal marketing and values-based selling. In spite of this expertise, he made significant effort to successfully understand the specifics of our company’s approach. Joe met with me several times over a number of weeks with a goal of fully understanding our products. Although the program he designed was initially intended for newly hired trainees, we found the program to be significantly beneficial to senior members of our operation. 

– John Ramos, Managing Partner, Waddell and Reed Financial Advisors