What could be more important than client feedback? [written to an advisor] “I just wanted to take a moment to say “Thank you.” I had no idea, when we agreed to do this, that it would take up so much of your time and expertise. I don’t know what I expected, but it was not the in-depth, multiple meeting, thoughtful, measured commitment that this process has proven to be. You have been extremely generous in helping us and we appreciate it. With this program you have made us examine attitudes we never questioned and acknowledge bad habits we have chosen to ignore, sometimes for years, in a selfless attempt to drag us towards our own financial good and we thank you for it.” – W.E.S., ON “I thought you might like to know how much I love VisionWorks. It is the programme and info that I have been seeking for many years. The answers to my myriad of questions are always found – the result being that I am able to not only plan my financial future, but also look at as many variables as needed to do so successfully. It certainly takes away the stress of the unknown. I have told many people about it. Working with John [her advisor] with regards to planning is now so easy and productive with a minimum of time.” – F.H., ON Learning VisionWorks “The E-Learning CD was great. The voice over was clear. The video was simple and easily understood. I really like the idea of video lessons – go at your own pace, stop them, go back. Perfect for me.” – B.I., BC Business Results “Learning VisionWorks has been well worth it! We have worked with four clients over the last two months and two have rewarded us with over $1 million in new assets. I can’t wait to see what the future holds for us and our clients with the full implementation of VisionWorks in our business! It has more than paid for itself right away.” – C.A., ON "We use VisionWorks primarily because the planning process starts with identifying the clients' vision for the future, creating a life plan rather than financial planning (which in my opinion is mostly plugging in numbers and grinding). Our experience and our clients’ feedback has been excellent. An added bonus is that Visionworks’ customer service has proven to be outstanding." – M.D., BC Support “I just want to say that I appreciate the quick response to the problem. A terrific example of excellent client service.” – M.D., BC “Just a quick note to thank you for your time this morning. It gave me a different approach to the situation - the correct attitude - and I'm sure that as a result, I'll have a much more beneficial discussion with my clients." – F.O., ON