Here's What People are Saying About Kip's
Corporate Sponsor/Event Organizers
complete list of speaking/consulting clients.)
Wanted to sincerely thank you for your contribution to our divisional sales meeting last week. I personally learned a ton from your session, and I look forward to putting your ideas to work. Today's changing business environment requires us to differentiate ourselves more then ever and you provided us the tools to do just that. I appreciate all you help and your partnership with Ridgeworth that made it possible!
Divisional Vice President, Southern Division Hartford Retirement Plans Group
The Hartford 401k Southern Division Productivity Workshop
Your ability to provide theoretical ideas and pragmatic examples of how to implement and apply them have made your sessions invaluable. The feedback we receive from independent advisors has been that they want more time with you! They took away many ideas that were immediately actionable and had a positive impact. We look forward to continuing our work with you to provide advisors with what they want and need to help them add scalability to their business and touch clients in a more meaningful way. Thank you for your partnership!
Sales Strategy Manager
TD AMERITRADE Institutional's Fall Regional Conference
Thank you so much for helping to make our Toronto workshop on Building an Effective Technology Strategy so successful. Your presentation was dead on. As we had discussed ahead of time, there was a broad mix of attitudes and backgrounds in the room, which meant you had a razor thin line to walk between providing enough information and too much.
You handled it perfectly, covering challenges common to all with just the right amount of detail. The feedback from our folks was immediate and very positive. And everyone left with at least three or four ideas they could implement right away, which was one of my top priorities.
You laid a great foundation that I look forward to building on with you in 2008. Give me a call in early January and let’s talk about the best way to support and reinforce our advisors’ implementation of the processes you shared.
Manager, Established Advisor Value Proposition
London Life Technology Conference 2007
'Outstanding! Engaging! Packed with innovative ideas and tips for
working more efficiently!' That’s how our attendees described
your most informative workshop at the ASPPA 401(k) Summit. It’s not
often that a speaker receives excellent ratings across the board.
Then again, it’s not often that we find a speaker with such
practical insight for a highly diverse audience. Thanks for sharing
your “wired” expertise and for adding to the success of this year’s
||Marcy Supovitz, CPC, QPA, ChFC
ASPPA 401(k) Summit 2007
San Diego, CA
Thanks for helping make our Dunham Institute meetings an
overwhelming success. We've gotten incredibly positive feedback on
you and your content from the advisors who attended. I thought you'd
appreciate reading some of their comments.
"[Kip was] humorous – yet came with great,
"Terrific value! Outstanding presentation!"
"Wow! I love the journal!"
"Excellent presentation… 5+!"
"Loved his props"
Those remarks reflect your invaluable contribution: a ton of
practical, immediately useful ideas our guests could take home and
act on – exactly the outcome we wanted.
What I love about your work is how it empowers advisors to make the
most of the tools they own to achieve greater success. It's a
perfect fit for Dunham's value added story.
See you at the September Symposium!
Executive Vice President
Chief Sales & Marketing Officer
Dunham & Associates Investment Counsel
La Jolla, CA
The 2006 MDRT Annual Meeting is already being called our best
meeting ever and I want to thank you for helping to make it so.
As in 2001 in Toronto, you brought your wonderful, fresh,
easy-to-understand presentation style to San Diego and gave our
members exactly what they wanted: all kinds of practical ideas they
could take home and use right away.
Only a small percentage of our speakers are repeats at MDRT, which
reflects not only the value you offer but the high esteem we hold
you in as someone who understands and can deliver (in a delightful
way) what our folks are looking for.
I hope you see lots of reciprocal benefit from the time you spent
Again, many thanks.
||Bob Merchen, CLU
2006 MDRT Focus Session Chair
Million Dollar Round Table Annual
San Diego, CA
Now that IMCA’s 2006 Spring Professional Development conference is
behind us, I wanted to say thank you very much for the terrific job
you did. Once again, you were one of our top rated speakers!
The comments shared by attendees are exactly what we strive for at
these meetings – to have people feel they are walking away with
specific to dos that will make a meaningful impact on their bottom
line. Here's just a sampling of what people said about your talk:
"Practical ideas that I'll implement."
"Very useful! I can use this as soon as I get back."
"Liked specific and practical action. Good use of AV."
"Outstanding topic - good takeaways - great props."
"The best of the day!"
"Bring Kip back!"
Let me add my own: the value you delivered to our members far
outweighed the cost of having you join us (…and believe me, that is
not always the case)!
From the start you have been incredibly easy to work with, a true
professional. I'm thrilled with the results from this conference and
excited to continue working together on the Practice Management
conference and other future programs.
Thanks for helping to make our 2006 convention at Hilton Head such a
terrific success. Our attendees, including a number who've been with
Medallion since the beginning (more than ten years now), told me
that this was the best meeting they've ever attended.
Your presentation was one of the reasons why.
The level of professionalism you showed in working with us, and your
mastery of the content you shared, were exceptional. (It always
impresses me when a speaker can hold an audience's attention for an
hour without ever looking at a note or slide!) You got everyone
thinking about what they need to be doing to run their businesses
better – and then offered specific, practical, concrete ways to do
Those gems of knowledge are what our reps look for in meetings like
this: ideas they can take back to the office and put to work
immediately. You delivered dozens of them.
And to top it off, everyone loved your props – especially the
ladder. Fun, but an important message too.
I look forward to continuing our work together this fall on the
professional development webinars we've discussed.
Thanks again for a terrific job!
Thank you very much for keynoting Investment Executive's Office of
Tomorrow Expo again this year. You did a fantastic job! After the
response to your 2005 presentation we were excited to have you back,
and you didn't disappoint! People loved what they heard.
I keep thinking how often advisors miss the boat on really using all
the tools available to them, and what a need there is for the kind
of education and guidance you deliver. You bring terrific value to
audiences in your ability to provide practical advice people can go
back to their office and actually do—the kind of things that make a
difference in the way they run their businesses.
And you were engaging and entertaining on a topic for which too
often you have to pinch yourself to stay awake. As I looked across
the audience you clearly held the attention and interest of our
Professional, prepared, personable — a pleasure to work with as
always. Thanks again for helping us make the Office of Tomorrow
event such a great success!
Thanks for all the great work you've been doing on our behalf
starting with your road show presentations last fall. Your sessions
have been a consistent highlight of our meetings, offering exactly
the kind of innovative, practical, easy-to-implement advice our
advisors are looking for.
We know we have a significant opportunity to add
value to our advisors' practices — value
which helps them leverage their time and build best practices into
their business. That's why we've repeatedly asked you to speak and
spend time with our advisors and with our sales team — because the concepts you've developed
and are helping us to implement align perfectly with our desire to
become the preferred business partner to top retirement plan
advisors across the industry.
My job is to make sure we have the right players on
the field with the tools they need to be successful. If I'm not
doing that, I'm not helping them do their job — or leverage their time, much less compete effectively. Everything
you bring to the table helps us achieve those outcomes which just
makes my job easier.
What I appreciate most about you is that you are
always thinking outside the box, always looking to the next level
asking, "how do I help Hancock expand their business?". That's
unusual. Most consultants and speakers just want to come in, tell
their story, get paid, and leave. Your efforts to be the business
partner to us that we're striving to be with our advisors really set
Plus you're a nice guy, you're easy to do business
with, and you wrote a great book, all of which has made for a
I look forward to continuing our work together and
building the best sales force in the business with your help.
Divisional Vice President
John Hancock Financial Services
Many thanks for creating a customized agenda for my sales team this
week at our sales meeting. I most appreciate your flexibility in
maintaining the focus on our needs vs. "the agenda." That is rare
and a distinctive differentiator as
consultants/trainers/facilitators go! Looking forward to building on
what we've started!
National Sales Manager
Thanks for a great presentation this morning and for taking the time
to be with our small business members at the Board of Trade. One of
the participants, Chris Heald, summed it up best when he said that
he’s been to a lot of programs before but has never had so much
pertinent information delivered in such a meaningful way. You showed
everyone simple ways to marry everyday marketing techniques with the
power of the Internet to grow their companies.
I look forward to working with you again soon on another program.
Manager, Small Business Network
Greater Washington Board of Trade
Thank you Kip for doing an absolutely great job of presenting your
information to our clients. Your webinar produced the best results
we have ever experienced. That tells us that your information is
something that event planning professionals need. In fact, we’re
convinced that your message is applicable to any professional in the
financial services industry — from management to back office support
to front-line advisors. Any event planner would do well to include
you as a speaker at their next event.
Financial Forum, Inc.
Every once in a while you hear a really good speaker who surprises
you with some new information, approach or tools. I recently heard
just such a speaker: Kip Gregory of The Gregory Group in
Washington…He pointed out some unbelievable solutions for each of
the major components of business planning that were readily
available on the Internet and most of the sites were free or
President & CEO
Creating Equity Group Worldwide
San Marin, CA
(in "The Next Level" - Financial Planning
Kip has a unique talent for understanding the difficulties of
implementing new technology and the even rarer talent for presenting
solutions that are easy to understand and implement!
The Builder Suite
Enlightening. The web tools will change how we do business!
Excellent; this should be essential and extended (brushed surface).
BMO Nesbitt Burns
Fantastic! Learned more in the first 15 minutes than in most all day
||Sandra K. Pierce
Vice President, Wealth Management
Parker Carlson & Johnson
A goldmine of fantastic tips for using desktop technology and the
Internet more effectively.
Budros, Ruhlin & Roe, Inc.
That was a phenomenal presentation. I just came back from a weekend
boot camp with one of the industry's leading coaches; I learned more
specifics about how to manage my business to take it to the next
level in your 45 minutes than I got in those two days.
Refreshingly practical. It was clear Kip had taken time to prepare
and understand this audience. Talked our language.
||Sherrill St. Germain
New Means Financial Planning
Excellent; presentation gave info for everyone, no matter the level
Resource Teacher/Technical Assistant
St. John's College High School
New Carrollton, MD
Very dynamic and informative, wish it could have been longer!
Senior Marketing & Brand Manager
A.N. Miller Companies
Complete, enough details and big picture together.
Regional Vice President
Ft. Lauderdale, FL
Very good. Thank you, this was the best practice management session
FPA has ever put on.
Very insightful, so much so, I want to go home and start now.
President & CEO
Uniglobal Pension Planning, Inc.
I found your session to be one of the most worthwhile that I
attended at this year’s Success Forum. Thanks for your preparation
and diligent effort.
Principle Planning Advisors
Creative, professional. This is amazing… it would have taken me
years to find this.
Zimmerman Financial Group
Apple Valley, MN
One of the best this conference offered. Kip gave actionable tips to
use the Internet in a more efficient and simplified manner.
Essential to anyone who wants to stay in business long term!
National Underwriter Company
Excellent. Helpful. I’m road kill on the information highway. I need
a traffic cop like you.
||Ben G. Baldwin
Baldwin Financial Systems, Inc.
Arlington Heights, IL
Hands on. Great presentation on dealing with raw information; I
always want to know how I can translate these nuggets into greater
client service and/or time/cost savings.
||Dave Drucker, MBA, CFP
Drucker Knowledge Systems
Eye–opening . . . and I consider myself very technologically adept.
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