Thank You To Lloyd Litke & The Canada Life BC Regional Marketing Team
December 12, 2011 by Simon · Leave a Comment
Many thanks to Lloyd Litke & the Canada Life BC Regional Marketing Team for the opportunity to present a live One Page Business Plan speaking / workshop presentation that will be followed by One On One Telephone Coaching for each Associate and followed up with a Webinar. The One Page Business Plan gave all of [...]
Are You Complaining About The Prospect That Got Away?
November 7, 2011 by Simon · Leave a Comment
It is Wednesday morning, November 2nd and a day of delayed gratification in a Toronto hotel room with a late 3pm check out because of an honours card from Radisson Hotels in advance of a 5pm ET flight to Nanaimo via Vancouver. Everyone is still sleeping on the West Coast. I’m listening to the soothing [...]
One Page Business Plan Now CE Accredited With Advocis
August 17, 2011 by Simon · Leave a Comment
We just received CE Accreditation under the new 2010 Advocis / CLU Institute CE Accreditation Guidelines for the One Page Business Plan speaking presentation. Here is a copy of the postcard that we are sending to all Advocis Chapters, Life Insurance Companies and MGA Firms to augment or financial advisor speaking efforts. It was great [...]
Testimonials from NAIFA Sales Caravan Event, Iowa City, Iowa – November 9, 2010
August 10, 2011 by Simon · Leave a Comment
“Simon presents a concept and pattern for business that is easy to follow and is just what I needed for 2011.” Timothy West Timothy West and Associates “An energetic, passionate and enthusiastic presentation with information and ideas to help me with more in depth planning using the Roadblocks Scorecard.” Al Eckhoff Federated Insurance “A high [...]
A CE Accreditation Song
August 8, 2011 by Simon · Leave a Comment
I just did a search on my computer for documents that related to CE Credits and I ran across this A CE Accreditation Song blog that I never published that I wrote in frustration about the CE Accreditation process that I was literally bogged down in for a significant part of 2010. This enormous amount [...]
Testimonials from NAIFA Sales Caravan Event, Waterloo, Iowa – November 12, 2010
July 13, 2011 by Simon · Leave a Comment
“I enjoyed the idea of journaling about my values so they are reinforced and give me focus.” Steve Dewey Financial Decisions Group “I enjoyed everything! I especially enjoyed the unmet needs that can drive us and interfere with success, and the importance of identifying values and excuses. Simon presented good, quality tools that can be [...]
Testimonials from NAIFA Sales Caravan Event, Sioux City, Iowa – November 11, 2010
July 11, 2011 by Simon · Leave a Comment
“Simon reminded me of the things I’m not doing and should be doing with my business.” Randy Kruse Farm Bureau Financial Services “Simon was right on. It brought me back to when I was the #1 producer in my first year.” Roy Blier E.F.C. “Very interest and engaging with lots of insight.” Rhonda Fitchett Axa [...]
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Dates for 2012 TBA - stay tuned!
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Now Reading
Planned books:
- Prayer for Owen Meany by John Irving
- The Book Of Air And Shadows: A Novel by Michael Gruber
Current books:
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The Brave: A Novel by Nicholas Evans
Recent books:
- The Cellist of Sarajevo by Steven Galloway
- The Angel’s Game by Carlos Ruiz Zafon
- Shadow Of The Wind by Carlos Zafon
- The Outlander by Gil Adamson
- The Book Of Negroes by Lawrence Hill
