Leading Advisor Financial Advisor Coaching

Happy Thanksgiving To Our American Friends

Happy Thanksgiving To Our American Friends
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Commemorating The NAIFA Iowa 2014 Sales Caravan

Commemorating The NAIFA Iowa 2014 Sales Caravan

Commemorating The NAIFA Iowa 2014 Sales Caravan

Appreciating the opportunity to connect with friends and meet new friends, and the opportunity to be of service to NAIFA Iowa where I am a member.

Pictured here are fellow NAIFA Iowa 2014 Sales Caravan speakers Jim Ruta and Terry K. Headley along with Michele Grassley Clarke – Executive Director of NAIFA Iowa, and Anthony Schau – 2014/2015 President of NAIFA Iowa, to commemorate the completion of the NAIFA Iowa 2014 Sales Caravan.

Here are some of the speaking testimonials that I received along the way in Bettendorf, West Des Moines, Sioux City and Waterloo.

“I liked that the presentation offered a more psychological approach to improving business, changing your way of thinking and not allowing negative thoughts to impact what you do. It was a different way of looking at business and the impact of negative thoughts.” Becky

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November 2014 E-Newsletter – Balance · Plan · Reward – The Psychology of the Client Interview Part 1

Read the latest Leading Advisor E-Newsletter

The Psychology of the Client Interview Part 1

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The Inspirational Tipping Point and One Page Business Plan Speaking Testimonials from Legacy Financial Top Producers Conference, Rohnert Park, CA, November 6-7, 2014

“Great road map for values and feelings questions to work with clients.” Erick Couch ProVision Brokerage

“Great enthusiasm and ideas on ways of looking at myself and who I really am and what I’m trying to become within my business. Simon offers a different way to look at myself and my business.” Tony Torbey Torbey Financial Services

“I’m enthused to start the planning for my business, Simon revealed a great approach with the One Page Plan.” David Quick Hearthstone Financial

“Listening to Simon was great timing, as I have been looking for something like this, and he offers great practice focus.” Mark Miller Safe Money Strategies

“A sincere approach to offering self- improvement and planning within my business. Simon has a systematic approach and great templates.” Richard Sazonoff Sazonoff Insurance Services

“It’s about allowing yourself to understand and experience your values – to bring those values to other people.” Bart

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In Flanders Fields By: Lieutenant Colonel John McCrae

In Flanders Fields By: Lieutenant Colonel John McCrae

In Flanders Fields By: Lieutenant Colonel John McCrae, MD (1872-1918) Canadian Army

In Flanders Fields the poppies blow Between the crosses row on row, That mark our place; and in the sky The larks, still bravely singing, fly Scarce heard amid the guns below.

We are the Dead. Short days ago We lived, felt dawn, saw sunset glow, Loved and were loved, and now we lie In Flanders fields.

Take up our quarrel with the foe: To you from failing hands we throw The torch; be yours to hold it high. If ye break faith with us who die We shall not sleep, though poppies grow In Flanders fields.

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On December 31, Will You Have Numbers Or A Story?

On December 31, Will You Have Numbers Or A Story?

It’s 8:40 a.m. on Sunday morning November 8 in San Fransisco after successful presentations at the Legacy Top Producer Conference.

I am checked in for a flight from San Francisco to Chicago and then on to Moline, Iowa in advance of speaking at NAIFA Iowa’s Sales Caravan.

I arrived at the check-in counter at the flight gate at about 8:28 a.m. and the agent was walking away from the counter.

As the agent walked away, they said they were just closing the 8:30 a.m. flight to Los Angeles and asked me if I was going to Los Angeles.

I said no and advised the agent that I wanted to change my seat for my 10:00 a.m. Chicago flight.

The agent said they would be right back and went through the flight loading ramp door and closed and locked the door behind them.

At 8:31 a.m. a person came up and

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NAIFA California Statewide Brown Bag Webinar “The Psychology of the Client Interview”

NAIFA California Statewide Brown Bag Webinar

I was fortunate to have the opportunity to present “The Psychology of the Client Interview” via the October 21, 2014 NAIFA California Statewide Brown Bag Webinar that was facilitated by NAIFA California 2014/2015 State President, Ron Adams of College Funding Advisors.

Here is a transcript of the opening of the Webinar. Click here to Subscribe to my Newsletter as I will be providing the entire transcript in my upcoming Newsletters.

Ron:       Simon, welcome. I’m really looking forward to this. You and I have had a number of really good in-depth discussions on the phone. For full disclosure purposes I’ll let everybody know I first met Simon at a NAIFA National Convention in Las Vegas and I was very impressed. My good friend Chal Daniels was using him as a business coach, and so we invited Simon to come and speak at our annual meeting down in San

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