reference from cindy gleason

1
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

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Page 1: Reference from Cindy Gleason

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