reference from cindy gleason
TRANSCRIPT
Client Letter of Recommendation
I’d like to make a recommendation of John Fox and feel my experience working with John over
the past three years may help you in your search to retain an exceptional candidate.
John served as my business practice coach for three years. In my position as a Certified
Financial Planner and Chartered Financial Consultant in an independent practice, John has been
invaluable in assisting me in marketing my practice. Not only do I serve my financial planning
practice, but I have a separate practice as one of only eight Certified Divorce Financial Analysts
in the state of Iowa. As you might imagine, not only is my work extremely varied and complex,
but the marketing targets and messages to individuals and professionals takes on a life of its own.
John has been vital, not only from providing sound and ethical advice, clear and concise
direction, but also exceptional written guidelines on both sides of my practice. He has also been
invaluable in assisting in my writing technique, and most of all I appreciate the ethical compass
he personifies in an industry that has its share of issues. He is sorely missed in my practice, but I
sense that he has potential that hasn’t yet begun to be tapped.
I hope you are able to consider John. He will be an outstanding asset to any organization seeking
to provide well written, common sense, ethical communications. Please don’t hesitate to contact
me in any way listed below. I will be more than happy to discuss my experience.
Cindy S. Gleason, CFP(R) ChFC
Certified Divorce Financial Analyst/Mediator
212 E. 4th Street, Suite 106
Waterloo, IA 50703
319-234-0199 Office
319-234-1127 Fax
563-249-5787 Mobile