Integrity Financial Resources Integrity Life Skills, Integrity Consulting Company, Dan Hollister, Kevin Halper NOT A BLESSING TO US. Getting involved with this company added more debt to our already heavy load instead of helping us find relief. Salt Lake City, Utah

We would like to begin by stating: The main reason we have posted on this site is to share our experience and hopefully help someone else avoid the same mistakes that we feel we made. We are just reporting the matter and now it is up to each individual to decide.   We are not malicious people who are out to bring a company down and we really are not angry with them.  

In our phone conversation Dan Hollister,  founder and President of the company,  said we needed someone in marketing and had been assigned the wrong person to help us in our financial situation.  He apologized to us for that particular mistake made by Integrity and also that the person assigned to follow up with new members failed to connect with us.

After we signed on and were charged almost $11,000 to our already stressed-out credit cards, we kept anticipating that someone from Integrity would surely follow up with us: to ask us how things were going on our end; to see how things were progressing; find out what we thought of the program; were we being helped in the areas we needed it; were we comfortable with our Coach and was he helping us. There was absolutely no contact or follow up from anyone at anytime.  Nick Perez, the one who lead us to sign up that fateful night in June 2009, by phone, indicated to us that it would be possible to receive a refund if our circumstances changed that would prevent us from benefiting from the program.  When I tried to contact Nick Perez, by phone, to discuss this issue with him we found that he was no longer with the company.

The only result from our contacting Integrity on December 10, 2009,  requesting a partial refund, was Kevin Halper, after several cancellations, finally spoke with us by phone in February. He was insulting by some of the remarks he made to us on the phone and said he could not help us with a partial refund. 

On Feb 20, Dan Hollister called us to apologize for Kevin's behavior toward us. He said someone was supposed to have called us to follow up right after we started our coaching sessions with Paul, but it must have slipped thru the cracks. Mr. Hollister also stated that what we had needed was a marketing coach and not a middle class family coach, which is what we had been assigned in Paul Young. He said we had been mis- matched and was not given  the right coach and he suggested another approach. He did make us an offer to continue the program.  

By this time, we had lost trust in the officers of Integrity and declined. We wanted to end the relationship and just wanted a partial refund to help us with our debt burden. He flat said NO the money wasn't there. 

Mr. Hollister told us we needed someone in marketing and had been assigned the wrong person to help us in our financial situation.

Mr. Hollister seemed plenty informed to us regarding our situation when he called us on the phone . I feel sure he would not have dialed our number without some preparation and research regarding the issues.  He asked us some questions and we in turn asked him questions. He seemed to have all the information at hand and told us he had discussed our situation with Keven.

Mr. Hollister did not seem to think it ''the follow up call'' was irrelevant as Keven has indicated elsewhere since Mr.  Hollister profoundly apologized to us that there had been no follow up and said this must have slipped thru the cracks and Mr. Richards should have called us to follow up.

We cannot find anywhere in our notes, that were taken during those first phone conversations,  any mention of a Ken Richards. The first time we heard his name mentioned, that we can recall, was when Mr. Hollister phoned us and he mentioned his name as being the appointed person that should have done the follow up call. Tanna Richards was just one of several people who contacted us during the push to have us enroll in the Integrity Coaching Program.

There is much distortion in what Keven is stating about our motives in reporting our experience with Integrity.  Our intent in this matter is to bring out the truth of what has happened to us and,  hopefully help others avoid the same mistake.  In requesting a partial refund of $5000. of our almost $11000. that we paid for a service not provided, we feel is very fair and just.

Mr. Hollister was on the phone to us to see if he could amend how Keven Halper had behaved toward us on the phone. A tactic that Dan Hollister and Keven Halper fall back on, it seems, is to use many words to persuade or confuse (depending on their goal). Mr. Hollister was attempting to use his many words to have us just let things drop or enroll in another form of coaching class. As stated before, at that point, we were not interested in continuing a relationship with Integrity. We had seen and heard enough to have our confidence and trust in them shaken.

When we made our request for a partial refud, Mr. Hollister flat told us the money wasn't there to refund to us and he was starting up another business. He did apologize that some things ''had slipped thru the cracks'' and that we had been assigned a Financial Coach that was not a fit for us. He said, we should have been assigned a Marketing Coach instead of Paul Young who was a coach for middle class families struggling with finances.

We have a plumbing business and always answer our phone and return calls. So the claim of not being able to reach us by phone is not a valid excuse for lack of follow up. We have a business phone, cell phones and email addresses that Integrity has on file. We were very accessible. After all, Mr. Hollister had no problem reaching us. He got us the first time he tried.

I am just reporting what Mr. Hollister said to us on the phone when he called to apologize for Keven's behavior toward us during our phone meeting and stated we had been matched up with the wrong Financial Coach. Keven needs to take this issue up with Mr. Hollister when he states ''Mr. Hollister's comment about the Rosins' not being matched up with the right coach was unquestionably taken out of context".

As I stated before, we brought the ideas to the phone meetings regarding the alpacas. Paul was the first one to admit he knew nothing about alpacas but would do some research on them, which never manifested.

The two examples of research that Keven has used as argument for research would hardly be considered thorough research. I remember the truffles story. This was something Paul came across while researching something else (not for us) and just shared that with us because they lived in our area. This information was not helpful to us financially in any form. Also, as far as our records, this is the first mention to us of a Utah farmer with the goats that Keven refers to. I can't imagine how leasing goats to Bureau of Land Management would in anyway apply to us in marketing alpacas and their end products.

The kind of financial coaching relationship that Keven is referring to would need to be based on respect and trust in a company and its officers. Since we have neither for Integrity Financial Resources, a working relationship is out of the question and is not part of the solution. Why would we want to work with a company that we feel has mistreated, misguided, insulted, and pounded us with their many words, as this company has done? We paid big bucks for a service we never received.

It seems a bit unfair when Keven accuses me of not following thru in finding or developing a home based business.  I have been  looking for a way to bring in additional income for sometime now. The problem is, I already have a very full plate and a very demanding schedule and how I could juggle another job into my schedule - has always been the issue. We discussed this with Paul and we all agreed that any extra time I could find, would best be served in finding ways to market the alpacas.

Dave and I have run our home based plumbing business for almost 20 years; I home schooled my daughter all the way thru high school. She is now in college and will finish in 3 years instead of 4. I raise a very large garden each summer to provide a large percentage of our food supply.  In addition, in December 2009 we had a tragedy happen that ended in the death of a family member and I have taken on the added responsibility of caregiver for my 90 year old mother who is now living in our home.   

We are not malicious people who are out to bring a company down and we really are not angry with them.   We could certainly use the refund to pay towards the charge to our credit card  - but that is just part of the issue.   The main reason we have posted on this site is just to share our experience and hopefully help someone else avoid the same mistakes we made. We feel we have done a service in reporting this matter and now it is up to each individual to decide.   End of story....

No matter how hard you work to provide more value, more integrity, and better service than anyone else... no matter if everyone in your organization is completely clear and united that we are here to do whatever it takes to make good on our motto: to be a blessing to everyone we come in contact with... no matter if you jump through hoops and do back-flips to make sure you always over deliver to your clients... no matter if you freely provide above and beyond what was purchased, forgive past due balances, and provide refunds to people that are cool to you but have run into difficulties... no matter if you routinely break the rules of business simply because your primary focus is on helping people rather than just getting their money... none of these things ultimately seem to matter in terms of preventing the occasional creative drama.

In this case, David and Deloris (Lori) Rosin invested into an advanced, long-term coaching program, that promised to provide a financial education that would help them eliminate debt, build a firm financial foundation, and move into areas of wealth building in order to move towards creating the long-term financial future they desire. It's kind of like college, for adults to learn about money and finance... things that were never taught in school.

Unfortunately, we are more of a financial education company than an exotic farm animal marketing organization. Even so, six months after their enrollment, when the Rosins finally decided to contact us and let us know their biggest priority was selling their alpacas... we let them know that we did, in fact, have some marketing expertise and would be happy to pair them up with such a coach to help them sell their animals. The Rosins have flat-out refused this help... repeatedly. (And no, there was not to be any additional charge for this assistance.)

Additionally, as should be plain to see by this post the Rosins are so kindly sabotaging our company with... they were not exactly cool about the situation.

I also can't help but wonder why, if we were so deceptive and useless to them... the Rosins demanded less than half their money back. Why not all of it? Is it possible they were in fact receiving value? Or that they recognized their own responsibility in the situation?

I might also point out that we are holding our position on what is right, in spite of the fact that the Rosins made clear their intentions... with regard to damaging our reputation, postings such as this one, complaints to the BBB, etc. As you might guess, these situations create a good number of man hours and expense to deal with; and I can promise you this... the financial and reputation damage to our company will absolutely dwarf the five thousand dollar figure the Rosins attempted to extract from us to stop them from doing this.

The Rosins may never have any real idea of how much money they are costing us and the level of damage they are inflicting on a GOOD company... with incredible people and practically unheard of ethics and values in doing business. Then again, they may read this post and enjoy a nice big grin when they see those words. Unfortunately, it won't change the fact that their actions are certain to hold people back, whose lives could have been completely changed, had they worked with us. I would submit that these are the people who the Rosins are really hurting the most.

I would expect the information I've shared so far would satisfy most people's curiosities, but I will continue with a little further information taken from our response to the complaint the Rosins filed with the Better Business Bureau, for those that may want a little more detail. I think it's only fair that the information is available here for people genuinely researching us because they are interested in improving their lives with our services.

Re:

(336) 364-4617

During the Rosins consultation, they expressed an interest in getting some additional help from our company. Their consultant suggested that she could perhaps get an interview to see if they qualified to get into our coaching and mentoring program. Make no mistake, Deloris and David convinced us that they would be good candidates for the program. Very few of our customers are even made aware of our advanced coaching program. There was no conjuring or any other kind of hocus-pocus that forced the Rosins to sign up for our services.

Please understand that we are a financial education company, and not a farm animal marketing company.

One main theme that has been discussed is to find ways of capitalizing on the huge acreage that they have. Recently I saw an article about a gentleman who grows and cultivates truffles. This individual lives approx 10-12 miles away from the Rosins and so I recommended that they look into the same type of business. The article even mentions that this individual sells inoculated trees for $22 per tree. Truffles sell from $800 per pound to $4000 per pound. The drawback is that it takes 7-10 years for the inoculated trees to mature.

Although the Rosins have long since stopped working with us, and have chosen this course of action, we stand 100% behind our commitment to work with the Rosins and provide exactly what we agreed to provide, which should lead to the outcomes the Rosins desire if they are diligent students. However we cant simply do it for them. They are the ones who will have to put forth the effort in the program in order for it to work.