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2004 Client Testimonials
Breaking Sales Records
Bill Jeatran of the RJF Agencies, Inc. writes,
"I wanted to... let you know how well RJF is performing under the fundamentals of The Wedge® sales system. It has now been 18 months, and our results are incredible... we are using most of (The Wedge) in our sales process.

"In the first four months of 2004, we (wrote) over $1.5 million of new revenue... and we have become recognized as the best middle market risk manager in the Twin Cities. So far in 2004, our new business per month has doubled from last year - $400,000 new per month vs. $200,000 new per month in 2003. The Wedge has truly become the foundation of our sales process. You have made a significant contribution to the current and future success of our company."

RJF Agencies, Inc.,
Minneapolis, MN
Spring 2004

David T. Peterson, EVP of Hylant Group comments,
"What I appreciate the most (about The Wedge) is that you provide not just the strategies and ideas but a clear, repeatable tactical process that 'brings it all together.' In my 25+ years in the business, I've been to several good programs. This is the first one with a detailed track to run on.

"We've already 'wedged' a couple of prospects. It couldn't have worked better. What's really great is that my oldest and most experienced producers are the most excited ones in the group. It's really great to see 50+ guys embracing new ideas and suggesting change."

Hylant Group,
Toledo, Ohio
Spring 2004
Bryan Gentle of The Insurance Alliance:
"After just attending The Wedge Workshop I had a hard decision to make; should I stay with what I was comfortable doing or should I embrace our new culture and use The Wedge?

"Having made such a large investment of time and money, I decided to step out on a limb and go for it. Talk about uncomfortable. The meeting started typically - there was some obvious pain and they were open to talking about it. So, I took a deep breath and started in, 'When your broker came out and...'

"My team in the room squirmed restlessly, none of us looking at each other. The prospect and his group looked at each other, and one of them said, 'They don't do that. That's what we want.' From there, the meeting went flawlessly."

The Insurance Alliance
Houston, TX
Summer 2004
Michael Bain, a consultant with Mortgage Intelligence, sent this note:
"Just a quick note to say I tried The Wedge on two appointments I had today with clients who needed a new mortgage but had an existing lender. It was not too hard to do, and it worked! I found their 'pain and created a 'picture perfect.' When I discussed the 'hard part' of telling the incumbent it's over, they said they had no problem dumping their bank. At first I didn't think I needed The Wedge but, you know, it made me feel most confident about the client's loyalty when I left."

Mortgage Intelligence
Mississauga, Ontario, Canada
Fall 2004
Louis Berman, Partner at Neace Lukens, commented:
"After we began Wedge training this fall, and before we had completed training all of our producers, we had a success using The Wedge to win a BOR which more than paid for The Wedge program. One of our people did a perfect Wedge on this nursing home prospect, accomplishing 100% of our mission and winning an account that will mean major revenue when all is done."

Neace Lukens
Bowling Green, Kentucky
Winter 2004

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"What I appreciate the most (about The Wedge) is that you provide not just the strategies and ideas but a clear, repeatable tactical process that 'brings it all together.' In my 25+ years in the business, I've been to several good programs. This is the first one with a detailed track to run on. We've already 'wedged' a couple of prospects. It couldn't have worked better."

David T. Peterson
Executive Vice President
Hylant Group
Toledo, Ohio
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