Walking Our Talk – STP – See The People

July 21, 2010 by Simon · Leave a Comment 

Thank you to Diego Gonzalez, Financial Center Manager and Shehnaz Hussain, Associate Manager of Sun Life Financial in Richmond Hill for the opportunity to present Clearing Your Roadblocks to a select group of Sun Life financial advisors the morning of Tuesday, July 20, 2010. This presentation was different for both the advisors and myself than [...]

MDRT 2010 Vancouver Annual Meeting Past President’s Reception

July 13, 2010 by Simon · Leave a Comment 

As a 2010 MDRT Annual Meeting Speaker, I was invited to the Past President’s Reception on June 15th which was right after I spoke and I’m here with Walton Rogers – Immediate Past MDRT President, Stephen Rotstein –  Financial Planning Standards Council, C.J. Sidhu – Sun Life Financial and Guy Baker – 2010 MDRT President.

Spring 2010 Financial Advisor Speaking Wall Of Fame

July 7, 2010 by Simon · Leave a Comment 

For fun I thought I’d create a Spring 2010 Speaking Wall Of Fame with conference brochures, conference journal and pen, hat, letters of appreciation, membership card, monogrammed hotel room key and name tags from the financial advisor speaking presentations that I spoke at this Spring that included; 2010 Million Dollar Road Table Annual Meeting – [...]

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 [...]

An 830 Seat Perspective

June 22, 2010 by Simon · Leave a Comment 

It is not every day that one gets to be the opening speaker for a Canadian company that was founded in 1865 and be in front of 830 financial advisors … their biggest Ontario Sales Congress ever. Many thanks goes out to the Executive of Sun Life Financial for the opportunity to speak at their [...]

Countless Financial Advisor Speaking Doors

June 17, 2010 by Simon · Leave a Comment 

 It’s 6:45pm PT, Wednesday, June 16th and Laura and I on en-route to Lake Tahoe via Salt Lake City and I’m feeling both sad and exhilarated now that the 2010 MDRT is over for us. Sad that we could not have stayed longer to connect with more of the MDRT Executive, speak with more  financial [...]

MDRT Two Thumbs Up

June 16, 2010 by Simon · Leave a Comment 

Two thumbs up from the MDRT Program Development Committee Members that attended my Breakthrough! How To Breakthrough The Plateauing Out Syndrome financial advisor speaking presentation at the Vancouver 2010 Million Dollar Round Table Annual Meeting. A special thanks to Frank Allen, Bob Corrigan and Nelson Deslippe who are long time friends and clients for attending [...]

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