Wharton 2011 – 2012 – 2013 – 2014 – 2015

Speaker rating : 4.83 out of 5.0

On March 7th, 2011 Richard Capalbo spoke at the Securities Industry Institute
at the Wharton School of the University of Pennsylvania.
Below are the comments of the individuals who attended his lecture.
His score was the 5th highest of all of the 70 speakers at the Institute.

In 2012 , 2013 and 2014 he posted similar scores and was considered among the best speakers at the Institute. In 2015 he’s been asked to do two presentations at the Institute.




Trustee Comments – Subject/Content: 5 / Richard Capalbo: 5

Great! I will personally takeaway 4 pages of notes, Fun to listen to-but important ideas to further your success.

Real life delivery of “ultimate model”.

Superior presentation and loaded with solutions to life.

Participant Comments:

Good stories. Very hands on examples. Practical real world theories. Provided excellent tools. Very practical. Great stories to make your points.

Funny. Wonderful. Helpful. Useful. Excellent. Impactful. Relevant. Truly enjoyable. Very real world, honest and simple. Awesome! Amazing!

Great presentation. Outstanding presentation. Great session. Exceptional talk. Excellent content. Very effective presentation.

Heard a lot of this before but this was presented in a more compelling and actionable way. Good presentation.

Not sure the title matched the presentation exactly, but it was good and very appropriate for my business.

Enjoyed the session very much. Very interesting and enjoyable to listen to. Want to have more.

I like the soft political incorrectness…kept everyone on edge of their seat.

A few slides/handouts to facilitate note taking/recollection.

The best so far. Good take aways. Terrific use of examples.

Very useful ideas on how to service you top 20% clients.

Different than what I expected, compelling and useful.

Simplistic-yet overly effective. Excellent concepts.

Needed by all FA’s and leaders. Good info.

Fabulous speakers with great message.

Very engaging. Insightful seminar.

Can’t wait to look for the book.

Much to learn and retain here.

Best session I have ever seen.

Terrific…Great usable ideas.

Very effective speaker.

Excellent presentation.

Very well presented.

Great Presenter.

Powerful stuff.


Enjoyed it!