Testimonials

2018


OnPoint Community Credit Union


Wealth Management and Asset Protection

Primary Audience: Financial Advisors

  • "I thought today's meeting was one of the best trainings that I have ever experienced."
  • "Steven is so thorough and engaging."
  • "Gotta admit meetings like today kinda make you feel fearless to talk with someone with 20 million net worth."

Pacific Coast Banking School


Estate Planning and Asset Protection

Primary Audience: Private Banking and Senior Lending Officers
Course Evaluation: "Overall Average: 4.85"
Top 3-rated instructor among all faculty

  • "Best instructor here!"
  • "I learned a lot in this course and am certain that what I learned will enhance and protect personal wealth and better protect my bank. I also now know what questions to ask my wealthy clients to better understand their position and how to improve it. Highly recommend to everyone, wish I had learned this a decade ago."
  • "Steve Goodman is the best instructor at PCBS. He has a passion for learning, teaching and students. He makes a connection with each person on a level no other instructor can."

Ethics

Primary Audience: Private Banking and Senior Lending Officers
Course Evaluation: "Overall Average: 4.90"
Leadership Speakers Series

  • "Inspiring."
  • "Steve Goodman is one of the reasons PCBS is such a transformative experience."
  • "I have not had the opportunity to have Mr. Goodman as an instructor at PCBS, but he has a reputation as an awesome instructor. After hearing his presentation, I can certainly understand why! He was awesome!"
  • "He is so genuine and speaks from the heart."

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