Leading Advisor Financial Advisor Coaching

Advocis Thompson Okanagan

November 19, 2009 by  

Testimonials from Advocis Thompson Okanagan – Kelowna, BC – November 6, 2009

“Simon has very good ideas for insurance sales and referrals. He offered excellent questions to ask clients for referrals and how they feel about me.”

Jerry Reiber, Independent

“I didn’t expect to learn about the manageable and simple paradigm shift that is fundamental to success.”

Don Pugit, Sun Life Financial

“I was reminded that I needed Attention Management more so than time management. I was surprised at the discussion of feelings alongside values. I really liked the targets.”

Robert J. Klassen, Independent

“Simon’s referral presentation was the best I have ever heard. Great presentation.“

Wayne R. Olafson, Olafson Financial Services

 
About the Author: Simon Reilly is a Financial Advisor Coach, Professional Speaker and Author who has provided training for financial advisors for over 15 years.

Filed under: Testimonials
Tagged: , , , , , , , , , , , , , ,

Comments

Feel free to leave a comment...
and oh, if you want a pic to show with your comment, go get a gravatar!








Financial Advisor Coaching | Financial Advisor Speaking | Financial Advisor Training | Blog | Newsletter | About Us | Contact | Sitemap