Lucien, Stirling & Gray

Ross conducted a training program on Managing Client Expectations for this group of financial planners during a time when market conditions were straining client relations.

“We’ve had many good speakers and presentations in recent years, but none has generated as much unsolicited positive feedback as Ross’ did.  His topic was timely, clearly presented, and conveyed the importance of this issue.”

Thomas Twombly, President
Lucien, Stirling & Gray Financial Advisors
Austin, TX