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Great fit and lasting change

Noel – It’s been an absolute honor and pleasure working with you over these past few months. You are truly a professional in every sense of the word. You really helped us create greater alignment with the Planner team and our overall firm objectives, and were a key catalyst for some significant changes in the way we train, lead, and develop our sales team moving forward. The team embraced you with ease, and your ability to connect with everyone personally and professionally was refreshing. You were definitely a cultural fit from day 1!

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