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Seminar Evaluation - Maximizing Retirement Assets
Compilation of Results for
Morning and Afternoon Sessions
March 8, 2002 - Nashville, TN
The following summarize the results
of the seminar evaluations that attendees completed directly after
my seminar. Responses are ranked from 5 to 1. Number 5 corresponds
to the strongest ranking; number 1 corresponds to least favorable
ranking. I have accurately recorded the results of everyone who
completed an evaluation form.
In addition to the three questions on
the form, the form allowed room for comments after each question.
Again, I have recorded every comment and put the appropriate comment
after the question that relates to the comment.
In summary, the participants
overwhelmingly agreed with the following statements:
- The presentation increased my
knowledge of the subject.
- I would strongly recommend this
presentation for my clients.
- The presentation was professional
and relevant.
Most of the comments were glowing.
I have received 18 separate requests
for me to travel to individual planner's cities and to present
seminars.
Summary of Actual Results of
Seminar Evaluation
QUESTION: The presentation
increased my knowledge of the subject.
Strongly Agree
Strongly Disagree
5 4 3
2 1
39 18 4 0 1
COMMENTS
- I've attended Sy & Marvin more
than once and felt I didn't get as much value as I intended. Your
presentation was informative and had more content than ego.
- This workshop really opened my
eyes to planning possibilities.
- I learned several things that will
be of value.
- Very knowledgeable.
- Excellent.
- Excellent money well spent.
- The inherited IRA concept was new
to me.
- A couple new concepts.
- Really good information, well
presented, very knowledgeable.
- Definitely.
- Covered basics and built on it.
- Definitely good review also.
- Great handout material.
- Handouts were helpful.
- Moved a little fast at times.
- As a CLU & CHFC, I knew much of
the basics, but he broadened my knowledge significantly.
- No discussion of life insurance
strategies as alternatives to these concepts.
- Definitely on strategies for
payout and maximizing wealth.
- Covered basics and built on it.
- Need more time to digest all the
info and concepts. Have to use a client as an example to better
understand.
- Wish I could apply it to more
clients with higher net worth.
- I have been visiting Mr. Lange's
web site and using it as a resource for a couple of years.
- Very well presented and great
ideas!
QUESTION: I would strongly
recommend this presentation for my clients.
Strongly Agree
Strongly Disagree
5 4 3 2 1
41 15
9 0 1
COMMENTS
- Want him to come to town ASAP.
- Excellent money well spent.
- Absolutely increased my knowledge
of MRD.
- Well organized, easy flowing with
excellent relevant information.
- Very good; concise and great level
of knowledge while conveying trust.
- Very informative & entertaining,
has many good ideas.
- Thorough, complete, attention to
detail.
- I plan to use Jim Lange for my CPA
& his clients, a friend who has a law firm for his 30 shareholders
and their clients and my high end A&B clients.
- Might be too advanced for clients
(the average), could be good for more advanced with higher assets.
- Nicely done, my clients are the
more successful career agents nationally.
- Probably too much for lower end
clients.
- Too long, normally, attention span
is 45 minutes to an hour.
- Concepts are fine they are
simply not very relevant to my client's situations.
- Hard to follow without prior
knowledge.
- Need more examples and real
examples.
- Not on an (client) individual
basis, but as a resource to the plan sponsors to keep cases in
place to demonstrate the quality of advice we give to the
employees of the sponsors.
- I need more clients with higher
net worth.
- Higher end clients could
understand and appreciate.
- Too complicated for my clients.
- Probably too advanced for most of
my clients.
- This presentation is a bit heavy
for many of our clients; however, appropriate to individuals/
families of substantial wealth.
- In a much less technical
presentation, of course.
- Seems a little complicated for
clients.
- Would need the presentation to be
at a lower level. This would be over most clients heads.
- Not sure about # of people
appropriate for seminar and any net worth guidelines.
- Yes, but it would have to be
simplified.
- Not pertinent to clients with
500,000 or so in qualified $'s.
- Very thorough good visuals.
- Good, concise, understandable
presentation.
QUESTION: The presentation was
professional and relevant.
Strongly
Agree Strongly Disagree
5 4 3
2 1
51 13 1 0 0
- Worth the trip to Nashville on
itself!
- Great handouts and easy to
understand, we need more of this type of training.
- One of the best I've heard,
interesting and exciting.
- Excellent, bring him back.
- This was a worthwhile presentation
and very practical applications.
- Wish I had this type of info
earlier in career. Can add value added to our presentations.
- Great job, wealth of information
to digest. I wish there was more time to totally understand all
that was covered.
- Very knowledgeable.
- Great presentation.
- Very good fairly explained in
easy to understand ways.
- Practical understandable and
useable.
- Very knowledgeable.
- Great presentation.
- Great source of information.
- Excellent money well spent.
- Very energetic and enthusiastic
speaker.
- Good presentation.
- More tax savings info than
managing retirement assets. Still good information however.
- Excellent, knowledgeable speaker.
- He presents sincerity in addition
to his vast knowledge.
- Also he is open to ideas, so he
appears flexible enough to appeal to many clients.
- Great!
- Excellent presentation.
- Definitely.
- Very thorough.
- Well spoken, kept your attention.
- Excellent.
- Great job!
- Thank you for bringing this
workshop to us.
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