Leading Advisor Financial Advisor Coaching

The Inspirational Tipping Point Testimonials from NAIFA Spokane CE Day, March 18, 2015

The Inspirational Tipping Point Testimonials from NAIFA Spokane CE Day, March 18, 2015

“I felt like Simon was speaking directly to me. I liked the humor and personal feelings implemented in the talk. I have greater insight into myself, a needed change of myself and my thought process.” Randy R. Kimm Randy Kimm Insurance

“Simon’s presentation was full of content and kept moving. I liked the psychological/behavioral portion. I didn’t expect to receive the offer of the newsletters and values system with a focus on planning.” Craig Weipert NW Farmer-Stockman

“I have been looking for a way to evaluate my business. I have been waiting for this since the NAIFA State Convention.” Craig Ambacher Ambacher Insurance

“I appreciated Simon’s honesty and understanding. I didn’t expect to receive the offer of the information on the business plan and my evaluation.” James F. Starr Starr Investments

“Simon has a great ability to communicate. Having been a former participant of Strategic Coach, it was a great

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Welcome Todd Craver – Business Development Manager Leading Advisor

Welcome Todd Craver – Business Development Manager Leading Advisor

Laura and I are thrilled that Todd Craver, our long-time friend and client, is joining Leading Advisor as Business Development Manager.

Todd worked with us from 2001 – 2005 and we helped Todd to refine his inspiration, expand his plan, and expand his team to build a multimillion-dollar business.

Todd is genuine and warmhearted and brings 28 years of hands-on business experience of visioning, planning, finance, staffing, marketing, sales and customer service. Todd’s best attributes are, he is business, relationship, and quality-focused, he gets up to speed quickly, is a great listener, and brings a fresh perspective to the table.

Laura, Todd and I invested two days last week, during my speaking trip to NAIFA Spokane, WA and NAIFA Mt. Diablo, CA, into creating Leading Advisor’s 2015/2016 Business Plan.

Todd’s big picture role is to help Leading Advisor to envision and plan Leading Advisor 2.0, increase our speaking bookings at financial

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The Inspirational Tipping Point Testimonials from NAIFA DuPage Sales Congress February 26, 2015

“You are very engaging in many ways. Great information that others don’t communicate.” David Frolicstein Frolicstein Financial Inc.

“Simon had great energy, content and presentation style. It was relevant to everyone in the business.” Paul Karasik The Business Institute

“Simon related to my current situation. He made me aware that I’m Doing and not Being.” Adam Solano Lakeside Financial Group

“I realize that procrastination is holding me back, and I need to address the points that are holding me back. I need to organize and take action one step at a time and remove the overwhelm.” Michael Sheg New York Life

“I liked the affirmation of ‘whatever you think you make real,’ with the Maslow hierarchy. I see and understand the purpose. I did not expect the type of self-analysis and introspection Simon provided. The operating system upgrade relates to me.”

John Fetsch New York Life

“I enjoyed the concept

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Carrying A Vision With Heart

Carrying A Vision With Heart

Laura and I returned on Sunday Evening, March 8th from a much needed 10-day break at Rancho Pescadaro, near Todos Santos, Mexico. We have been working flat out, balanced by meditation, prayer and yoga, working 5 – 6 days a week since the beginning of January

I’m looking to get back into the heart of social media but my social media circuits are connected elsewhere at the moment and here is a brief update.

Back on February 16 I blogged “Just at the moment I’m at near capacity with coaching and the writing that is required for multiple 2015 MDRT New Orleans deadlines that include speaking presentation bio, transcription, book and trade show booth. This is on top of the creative work that is required for upcoming speaking dates.”

I spoke at NAIFA DuPage on February 26th and flew Friday, February 27th from Chicago to Los Cabos to meet Laura

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February E-Newsletter – Balance · Plan · Reward – Sometimes it’s not about adding more things to your list…

Read the latest Leading Advisor E-Newsletter

Sometimes it’s not about adding more things to your list…

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Taking a Social Media Time Out

Taking a Social Media Time Out

I’m Taking A Social Media Time Out From 140 Character Posts To FaceBook, LinkedIn And Twitter.

My unique abilities are coaching, speaking and writing.

Just at the moment I’m at near capacity with coaching and the writing that is required for multiple 2015 MDRT New Orleans deadlines that include speaking presentation bio, transcription, book and tradeshow booth. This is on top of the creative work that is required for upcoming speaking dates.

That said,  I’m not easily finding the voice to create 140 character posts for FaceBook, LinkedIn and Twitter just now so I’m taking a social media time out from my daily posts to same.

Here is the cover of The Inspirational Tipping Point Financial Services Edition Book.

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Achieving Success in Any Economy Speaking Testimonials from NAIFA Portland Winterfest, February 6th, 2015

“Simon “fleshed out” a process that has been around for some time but also offered a very practical approach to how to use it!” Christopher Boon

“I didn’t expect that you would speak my language. Thank you. It had ‘Deep Thinking’ – I’ve been working to improve my process and now I have some more changes.” Rachel Novak Broad River

“Discovered I’m getting my needs meet from anyone/thing but myself. I liked the unmet need concept, doing vs being, automated hiring system and the creating content on LinkedIn.” Kim Kelly Oregon Insurance Lady

“It had great questions and explanation of the difference between motivation and inspiration.” Joshua Tomeoni Broad River

“Simon was very clear and specific with new information and actions to do.” Garry Liday Garry F. Liday Corp & Retirement Asset Managers Inc.

“I liked the tie to worthiness vs sustainable performance and that this could drive the lack

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