Free An Endless Stream of Lies by Don Rabon

impressions, to this point, with regard to this circumstance?
    Exactly what do you know?
    What is it that you know that you don’t know?
    What questions would you ask in order to know?
    What steps would you take in order to know?
    POINTS TO PONDER
    In other portions of his testimony, Alex described meetings of another sort. The initial meetings, addressed in this chapter, were designed to obtain clients. In the following, Alex explains the meetings that we designed to retain clients as the evaporation of funds become more dramatic.
    Q. Let me show you Government Exhibit 8HH, which I believe is already in evidence, and ask you if you recognize that.
    A. Yes, I do.
    Q. What is 8HH?
    A. That is a letter that was sent to the clients of
    Certified Estate Planners by me.
    Q. What’s the date of the letter?
    A. The date is February 9th, 2006.
    Q. Why did you send this letter?
    A. Because of large withdrawals that were made by the
    Fishers and other clients, as we had previously mentioned with the Fishers. There was an effort made to try to hold on to some of those funds longer so that maybe something could be salvaged and the client would not take their funds elsewhere.
    Q. Whose idea was that?
    A. That was an idea that was discussed between Bryan and me.
    Q. Is Mr. Noel referenced on this letter’s attachment?
    A. Yes, he is.
    Q. And what does it say?
    A. It says that “Should you wish to close an account, an additional procedure will apply. In addition to having the Request for Trustee Minutes signed by you, Bryan Noel will meet with you personally for a final meeting.”
    Q. What was the purpose of that?
    A. The purpose of that meeting was to try to salvage that client and hopefully retain the funds within Pinnacle.
    Q. Who was going to meet with the clients to try to keep their funds at Pinnacle?
    A. That would be Bryan. I would probably be in that meeting as well.
    Q. Well, why does it say Bryan? What’s the purpose of having Bryan at that meeting?
    A. Bryan was much better at being persuasive in his sales abilities than I was.
    Q. Why did you need to keep the funds of clients at Pinnacle? What was the concern?
    A. The concern was that if they withdrew those that it would further hinder any efforts to try to trade those funds or try to get something back from Titan.
    Q. As of February 2006, if clients started withdrawing their funds, were there sufficient funds to give back to clients?
    A. There were not.
    Q. Who knew that?
    A. Bryan Noel and I knew that.
What differences, if any, do you see as to the mindsets of those responsible for conducting the meeting between the obtain-purposed meeting and the retain-purposed meetings?
What differences, if any, do you see as to the mindsets of the clients between the obtain-purposed meeting and the retain-purposed meeting ?
Would these two meetings require different sales presentations dynamics?
What questions would you pose to Alex at this point?
    CONTENT – CONTEXT APPLICATION
    A former lieutenant for a sheriff’s department was indicted on sixty counts of fraudulent billing for work while he was off duty. The indictment indicated that he was being paid for being at work in two places at the same time on sixty occasions during a two year period.
What were the “trust issues” that had to be formulated by this lieutenant within the sheriff’s department?
What were the “trust issues” that had to be formulated by this lieutenant within the organizations that were the source of his secondary employment?
What are the ramifications when those placed in positions of trust, such as law enforcement, educators, medical professionals, etc., violate that trust?
What question would you pose to this individual?

CHAPTER FIVE
    THE RIVER TURNS AND TURNS ONCE AGAIN
    ALEX LEAKS TO THE FBI ALEX’S DOUBLE KNAVERY
    Let me see now:
To get his place and to plume up my will
In double knavery — How, how? Let’s see
    OTHELLO, ACT I, SCENE III
    NAVIGATION POINT AND HEADING Matters have