Testimonials Advocis Sault Ste Marie

January 11, 2010 by Simon · Leave a Comment

Testimonials from Advocis Sault Ste Marie -
“Engaging, animated and well worth the time spent. I didn’t expect the challenge to proceed with my goal setting. I know it must be done but I haven’t been doing it. Thank you for the wakeup call.”
Diane Adams
Freedom 55 Financial

“The presentation was directly addressing a common challenge of all [...]

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Tagged: buffer days, financial advisor blog, Financial Advisor Coach, Financial Advisor Speaking

Testimonials from Advocis Sudbury

November 27, 2009 by Simon · Leave a Comment

Testimonials from Advocis Sudbury – Sudbury, ON – November 18, 2009
“What energy and passion. I didn’t expect this feeling of inspiration.”
Dennis Peroni
HP Solutions Ltd.
“The whole presentation was very good and insightful. I learned a very different approach on how to grow my business.”
Robert Hétu
HP Solutions Ltd.
“I enjoyed Simon’ enthusiasm in the presentation as well as [...]

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Tagged: Advocis Sudbury, coach, coaching, Coaching Financial Advisor, coaching financial planner, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Speaker, Financial Advisor Speaking, Financial Advisor Training, Financial Planner Coach, financial planner coaching, financial planner speaker, financial planner speaking, Financial Planner Training, HP Solutions Ltd., Investment Advisor Coach, Investment Advisor Coaching, Investment Advisor Speaker, Investment Advisor Speaking, Investment Advisor Training, Investment Planning Counsel, investments advisor speaking, Marketing, professional speaker, Regent Financial Services Ltd., Sawyer & Associates Financial Services, Sun Life Financial

Advocis Thompson Okanagan

November 19, 2009 by Simon · Leave a Comment

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, [...]

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Tagged: Advocis Thompson Okanagan, Attention Management, coach, coaching, Coaching Financial Advisor, coaching financial planner, Financial Advisor Coach, Financial Advisor Coaching, Financial Planner Coach, financial planner coaching, for insurance sales and referrals, Investment Advisor Coach, Investment Advisor Coaching, paradigm shift, referral

Hats Off To Daryl Clegg Of Canada Life

November 9, 2009 by Simon · Leave a Comment

Congratulations to Daryl Clegg, Regional Marketing Consultant for Canada Life and the team of people that he assembled to produce A Taste Of Britain in Victoria, BC on Saturday evening, November 7th, 2009 to benefit Our Place Society.
Our Place is a non-profit society formed to help those in need in Victoria’s inner city providing transitional [...]

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Tagged: A Taste Of Britain, AA Priority, Advocis Thompson Okanagan Chapter, coach, coaching, Coaching Financial Advisor, coaching financial planner, coaching week, Daryl Clegg, Empty My Head List, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Speaker, Financial Advisor Speaking, financial advisor speaking presentations, Financial Advisor Training, Financial Planner Coach, financial planner coaching, financial planner speaker, financial planner speaking, Financial Planner Training, Investment Advisor Coach, Investment Advisor Coaching, Investment Advisor Speaker, Investment Advisor Speaking, Investment Advisor Training, investments advisor speaking, Marketing, Our Place Society, professional speaker, Regional Marketing Consultant for Canada Life, The Free Digital Coaching Program, The MDRT, The Six Degrees Of Life Insurance Connection, Wayne Olafson

Financial Advisor Speaking Testimonials Advocis Victoria

April 2, 2009 by Simon · Leave a Comment

I’m on my way to speak at Advocis Kootenay Chapter in Trail, BC via Coast Mountain Air on Thursday, April 2nd. Financial advisor speaking in BC is a real treat as I’m flying in and out same day and I will be home for dinner. Last week’s Advocis Victoria was another easy trip and a [...]

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Tagged: Advocis, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Speaker, Financial Advisor Speaking, Financial Planner Coach, financial planner coaching

Financial Advisor Speaking Testimonials – Financial Management Vancouver

March 13, 2009 by Simon · Leave a Comment

Financial Management Spring Professional Development Day, Vancouver, March 10, 2009
Keynote – Simon Reilly, Leading Advisor
“How to eliminate roadblocks that are holding most advisors back & thrive in a recession.”
“Very motivational presentation. Inspires great confidence and love for my profession.”
Sonia Sopena – Financial Management
“Enthusiastic! Clear insight in this field by sharing the fruits of his experience.”
Hong [...]

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Tagged: Advocis, Financial Advisor Business Coaching, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Speaker, Financial Advisor Speaking, Financial Planner Coach, financial planner coaching

Financial Advisor Speaking Testimonials – Financial Management Calgary

March 13, 2009 by Simon · Leave a Comment

Financial Management Spring Professional Development Day, Calgary, March 12, 2009
Keynote – Simon Reilly, Leading Advisor
“How to eliminate roadblocks that are holding most advisors back & thrive in a recession.”
“Simon’s energy is a pleasant addition to this type of presentation.”
Rob Koski – Algar Virtue & Associates
“Provided a clear message about the importance of a written plan [...]