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Several brokerage firms and Commodity Exchanges have retained us over the last
thirty years to survey prospects, clients and brokers to determine the most
effective methods for finding, opening and retaining accounts. We've conducted more
than one million dollars of research surveying more than 30,000 prospects and brokers.
This research shows the most important attribute prospects want in a broker is honesty,
which is synonymous with good ethics.
Companies such as ADM Investor Services, Merrill Lynch, and Morgan Stanley Dean Witter
have hired us to present the findings of this research to their brokers.
We have conducted sales training classes for over 3,000 brokers. We also publish the
results of these surveys in home study courses, books, videos, audiotapes, brochures
and pamphlets.
"We used Walsh to train our futures FCs, he's great."
Michael Rittenberg, Vice President
Merrill Lynch Futures
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