The Good That Financial Advisors Do
June 30, 2010 by Simon · Leave a Comment
I was fortunate enough to meet Dan Sullivan of Strategic Coach while I was at The Million Dollar Round Table and Dan and I exchanged books. Dan’s new book, The Good That Financial Advisors Do covers ten chapters and each chapter contains a series of questions that will help a financial advisor associate to the [...]
Behavioural Awareness – Ego, Lizard, Artist, Boxer …
June 29, 2010 by Simon · Leave a Comment
Its 12:45pm on Tuesday, June 8th and taking this opportunity to journal about my own behavioural awareness. As much as I tried, The Artist in me wanted to do nothing this morning but put the finishing practice touches on my financial advisor speaking presentation for the MDRT on June 15th and I didn’t even touch [...]
Advocis – The Ontario School
June 28, 2010 by Simon · Leave a Comment
Hats off To Bob Gignac as he is presenting at The Advocis Ontario School.
Twitter Weekly Updates for 2010-06-27
June 27, 2010 by Simon · Leave a Comment
At Starbucks somewhere in the GTA with Robert Gignac author of Rich Is A State Of Mind # Someone told me that I work too hard … Helping Advisors with Reinvention and Development # Thank you to Laura and Tiffany for their help with keeping me on the road – on travel day 11 of [...]
How Did You Get To Speak At The MDRT?
June 25, 2010 by Simon · Leave a Comment
Brett Dalton was kind enough to e-mail with his speaking testimonial in follow up to my presentation at The Million Dollar Round Table. Brett asked me How Did You Get To Speak At The MDRT? Please find Brett’s testimonial and my answer is below. Hi Simon, Just a quick note to say Thank you for [...]
InspirTechnical
June 24, 2010 by Simon · Leave a Comment
I’m writing this blog note to myself to document that I may have coined the phrase “InspirTechnical”. I said it to an executive member of the Financial Planning Standards Council whom I met at The Million Dollar Round Table in Vancouver and he exclaimed that he had not heard it before and I just Googled [...]
Testimonials from Great American Advisors
June 23, 2010 by Simon · Leave a Comment
Financial Advisor Speaking Testimonials from Great American Advisors Conference – Lake Tahoe, Nevada- June 17 and 18, 2010 “The realization of the need to have a written plan for my business.” Jim Cason Nature Coast Financial Service “Outstanding clarification of how to overcome fears in business. You have given me a renewed inspiration about my capabilities [...]








Dates for 2012 TBA - stay tuned!










