Federer Performance Management Group

Testimonials

FPMG's satisfied clients include Prudential Securities, South Trust Bank, Sun Bank, Raymond James Trust Company, American Century Investments, Allianz Life Financial Services LLC, Coldwell Bankers, Raymond James & Associates Inc., Bell South, NovaCare, ISI Group, Evergreen Investments, Travel Management Consultants, Cancer Treatment Holsdings Inc., the University of South Florida, Tampa Preparatory School, the Broadway Theatre Project, the Broward County School Board, and numerous CEO’s and presidents of closely held companies and family businesses.

"We are thrilled with the results achieved since working with Denise Federer, PhD. Her delightful personality is capable of moving entire civilizations with focus and purpose.

I hired Denise initially 18 months ago to maximize the addition of a dedicated Financial Planning associate to my team.... We asked her to return recently to help with two issues: refocusing after one team member departed and we upgraded the position from SA to AFA, and secondly, sharpening my management skills. As always, having Denise help us with timely issues left our group motivated and more accountable to each other....

Denise has helped us identify our strengths, weaknesses and goals, both on an individual and team basis. In the past 5 years, our practice has been growing at a compounded rate of 16% annually and we will likely exceed $1.6 MM in production this year....

Denise does a splendid job of facilitating communication and improving processes. She really understands the role each person plays individually and their contribution to the team. She can "drill down" to find the root cause of any obstacle and give suggestions on how to overcome the obstacle. She is considered a partner and stays in close contact via email and phone to help us through rough spots.

If you feel a need to hire a coach who will take the time to understand your practice, define your strengths and weaknesses and improve your practice, you should hire Denise Federer, PhD."

Kathy Caron-Chalcraft, Financial Advisor

"Since participating in this coaching program, my production has increased 10% and my assets under management have increased by 14%. …through Dr. Federer’s leadership and this program, I have re-examined my thoughts and behaviors concerning the relationship between money and my value system, what I can and can’t control, and my own self-worth. I feel strongly that this shift in my thinking has directly contributed to my success. "

"Excellent chance to look at our strengths and weaknesses and evaluate. Also gave us a mechanism to improve the areas in which we are weak."

"Insightful and useful."

"EQ (emotional intelligence) - Important subject."

"I think (emotional intelligence) is a very important topic to discuss in our business. We need to know how to read our own bodies and our clients/prospects."

"I especially liked the practical applications to real life situations."

"If you work with small business this was a must. Lots of questions that you would have not normally thought about."

"Good stuff that we all need to work on. More time is needed!"

"Lots of food for thought and action."

"Test cases were good for small group study – would like to see this done again."

"Very helpful and insightful. She has a very warm demeanor and is extremely un-intimidating."

"Denise always has information that helps us deal with difficult client situations."

"She is a very good speaker and her topic interesting. "

"Denise is always good. "

"Great job of tying her expertise to our field."

"The touchy, feely stuff with regards to investing, always important!"

"I thought Dr. Federer's content, as well as delivery, was excellent."

"(She) makes us look at things from a different and refreshing perspective."

"Denise helped me ... understand how my emotions are linked to what I do and how I perform. "

"After hearing Denise at the general meeting and being part of her breakout sessions for the last 2 years, I am always gaining more information."

"Great presentation and substance."

"She is informative with new ideas to ponder."

"I liked that she presented our weakness in a positive manner and (presented) ideas on how to fix these situations and problems."

"I really enjoyed her presentation.... I took lots of notes."

"Dr. Federer is an inspiring, dynamic speaker. She has a unique ability to relate to the challenges and rewards of being a Financial Advisor and that comes through in her presentations. She is a perennial favorite at our conferences."

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