Clear Your Roadblocks Approved For CE Credits In 11 States

October 20, 2011 by · Leave a Comment 

The Clearing Your Roadblocks financial advisor speaking presentation was Approved for CE Credits by California, Colorado, Florida, Georgia, Ohio, Minnesota, Montana, New York, Nevada and Texas under the sponsorship of The National Underwriter Company for the Senior Market Advisor Expo, August 25th, 2011 in Las Vegas, NV  

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Do We Ask For Coaching Testimonials To Make Us Look Good?

August 22, 2011 by · Leave a Comment 

I was following through on our Tips To Speed Up Your Client Testimonial Process and the following thought came to mind as I was writing to ask a client for their permission to share their words with perspective clients that we are speaking with. Asking our clients for testimonials is more about Declaring and Dedicating the [...]

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Testimonials from NAIFA Sales Caravan Event, Iowa City, Iowa – November 9, 2010

August 10, 2011 by · 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 [...]

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Our Client’s Thoughts On Building Confidence, Energy & Self Esteem

August 5, 2011 by · Leave a Comment 

“Prior to working with Simon, I had lost my confidence and had low energy and self-esteem… I now have a lot more energy and I have a lot more confidence, my practice has improved as a result. What I like best about Simon Reilly’s coaching is that he challenges me, and has opened my mind [...]

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Shelley Streit Of Guiding Light Financial Has Vision, Brand, Fee For Service & Is Making A Difference

July 20, 2011 by · Leave a Comment 

Here is a great example of an advisor that has created a vision, brand, charging a fee for service and who is making a difference at the same time. From Advisor.ca Preserving your vision by Melissa Shin / March 01, 2011 Shelley Streit won’t deny who she is anymore. The Stettler, Alberta advisor runs Guiding [...]

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Testimonials from NAIFA Sales Caravan Event, Waterloo, Iowa – November 12, 2010

July 13, 2011 by · 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 [...]

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Testimonials from NAIFA Sales Caravan Event, Sioux City, Iowa – November 11, 2010

July 11, 2011 by · 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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