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Home > Financial Services Training Financial Services Training We help our clients close the gap between present reality and their goals. Sales programs frequently result in an increase of 20 to 25% over the six months following training. By recognizing and anticipating shifts in the industry, we deliver programs that ensure our clients not only keep pace, but also excel. Clients Retail Bank Investment Programs National and Regional Broker/Dealers Independent Financial Advisors and Planners Investment and Insurance Product Providers Institutional Broker/Dealers Private Banks – Domestic & International Trust Departments Our clients represent a range of corporate styles and are located in the United States, Canada, Europe, Australia, Japan and Latin America. Some of our clients have included: American Express Financial Advisors Alliance Capital Management L.P. AXA Financial Bank of America BancOne Securities Brinker Capital Citibank, N.A. Chase Manhattan Bank  Citizens Investment Services Dreyfus Institutional Services Division Fidelity Investments First Union Brokerage Services, Inc. Fleet Bank HSBC Asset Management (Americas) Inc. HSBC Securities John Hancock Mutual Life Insurance Co.. John Nuveen and Co.      Investors Bank & Trust   Ixis Asset Management                                                                 Lebenthal & Co. MONY NewAlliance Nationwide Financial New York Life Insurance The OneGroup Oppenheimer Funds Prudential Insurance Company Prudential Securities Inc. Royal Alliance Associates, Inc. SEI Investments Stone & Youngberg Swiss American Securities Inc. Trustmark Bank UBS Financial Services Union Bank of California US Bancorp Vision Investment Services Inc. William Blair Funds Ziegler Investment Services International Clients Bank of Bermuda Banque Nationale de Paris Barclays Latin American Region Canada Trust Canadian Imperial Bank of Commerce Canadian Association of Insurance &    Financial Advisors Citibank International Mackenzie Financial Services     Manulife Financial Prudential International Investments Prudential Investments - Japan Sealcorp Holdings Limited of Australia Talvest Fund Management T D Greenline Trimark

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