Asking our clients for testimonials is more about Declaring and Dedicating the progress that they have made and the value that they have received than making us look good.

So following through on our Tips To Speed Up Your Client Testimonial Process here is what we are doing in real time …

Hi Louisa,

I hope that all is well with you.

I’m following up on the two questions that I asked you; what did you like best about the coaching and what did you receive that you didn’t expect … with the intention of declaring and dedicating the progress that you have made and to offer your words to prospective clients that we are talking with.

At the same time, ask you to engage your best clients in the same way by asking them the same questions to enhance your inspiration.

May I have permission to share your words with prospective clients that we are speaking with?

Kind regards,

Simon

Here are Louisa’s words;

“I like being accountable to somebody. I know that our work has helped definitely to refocus me and I believe in the process and I’m in alignment with everything you say. I am very committed to leading a value-based life and having a business that’s based on my values. I know that I built a business that way before and I’ve gotten off track so it’s really bringing me back to center. It has been very worthwhile. Everybody could use your help.”

Louisa Zerbe
Edward Jones
Qualicum Beach, BC

 

“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 energy presentation with lots of good information. It encouraged me to set goals and think about what I do and ‘why’ I do it.”
Deb Roth
Deb Roth Insurance and Investments

“Energetic and positive. Simon presented an inner look at personal motivation and thinking.”
Michael Lanman
Designed Health for Life

“He presented planning ideas and ways to schedule my time.”
Genevieve Frazier
Federated Insurance

“Simon combined humour with professional insight. The presentation made me look in the mirror.”
Barry Johnson
Net Insurance

“I enjoyed your enthusiasm. Learned information on referrals, setting a business plan, goals, journaling and time management. Very interesting speaker.”
Hilary Samples
Halligan McCabe Devries Funeral Home

Free One Page Business Plan Webinars September 9 & 28^th – Register Now!

Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinars and the One Page Business Plan(TM) Webinars!“If you don’t get the words right, you might build the wrong business and may never get the numbers right.”The dates for the One Page Business Plan(TM) Free Webinars are: Friday, September 9th at 11:15am EDT Wednesday, September 28th at 12:30pm EDT

Who should attend?

• Do you have too many scattered ideas?
• Do you need to focus on a few?
• Do you need to jumpstart your business right now?
• Do you have no time or interest in writing a 50 page business plan?
• Do you need to determine if you’re focusing on the right things?
• Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan^(TM) – a powerful tool for building and managing a business. It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way! I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan^(TM).

To Register for the One Page Business Plan^(TM) Free Webinars:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

• Friday, September 9^th at 11:15am EDT
• Wednesday, September 28^th at 12:30pm EDT

 

What I like best about Simon Reilly’s coaching is that he challenges me, and has opened my mind to get me thinking differently about myself and my practice … It shed new light on things. My AHA! Moment… was realizing that this is a process and it takes time; it doesn’t happen overnight. A person has to want to make it to the next level, you have to accept where you are now and that you have to erase your preconceived ideas, and your old habits (re-train your brain). You have to listen to your coach and you have to do the assignments in order to have success. The assignments were really, really eye opening for me and the Excel spreadsheet tools are excellent!

Also, I never expected you to provide me with tools like the hiring process, or that you’d be able to help me with the challenge of hiring employees in my business… as the process of hiring someone, gives me a great deal of anxiety.

Simon’s coaching forced me to re-evaluate things that I would have never re-evaluated on my own without guidance. I now look at things more critically and try to look at things in more than just a one or two dimensional way.”

Stephen J. Hall
Independent Financial Security Advisor
Montreal, QC

Free One Page Business Plan Webinars September 9 & 28^th – Register Now!

Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinars and the One Page Business Plan(TM) Webinars! “If you don’t get the words right, you might build the wrong business and may never get the numbers right.” The dates for the One Page Business Plan(TM) Free Webinars are: Friday, September 9th at 11:15am EDT Wednesday, September 28th at 12:30pm EDT

Who should attend?

• Do you have too many scattered ideas?
• Do you need to focus on a few?
• Do you need to jumpstart your business right now?
• Do you have no time or interest in writing a 50 page business plan?
• Do you need to determine if you’re focusing on the right things?
• Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan^(TM) – a powerful tool for building and managing a business. It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way! I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan^(TM).

To Register for the One Page Business Plan^(TM) Free Webinars:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

• Friday, September 9^th at 11:15am EDT
• Wednesday, September 28^th at 12:30pm EDT

 

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 Light Financial, which started as a traditional investment practice in 2006 but then shifted its focus to debt and cash-flow management in late 2010.

Why the change? Early last year, Streit found herself deep in debt and disillusioned by the materialism of the financial services industry. “I was tired of playing pretend,” she says. “The Armani suits at meetings didn’t sit well with me.” Determined to change her ways, she looked for an advisor who could help her manage her cash flow, but never revealed her profession.

Streit says advisors weren’t interested in reducing her debt, and instead gave her trite advice: she needed to spend less than she made. “Oh really?” scoffs Streit. “People actually want to know how to fix their debt.”

Seeing the gap, she turned her practice’s focus to debt and cash-flow management last October, and took inspiration from personal finance maven Gail Vaz-Oxlade and fellow advisor Stephanie Holmes-Winton, who mentors her.

The outpouring of interest has been impressive: in a town of 5,000, 30 came to her debt- and cash-management seminar held at the local library in February.

“People are asking us for monthly [debt management] coaching, like a personal trainer,” says Streit.

She’s even seen the need for her services from her existing clients. Before the changeover, clients were investing but cashing out months later so they could spend.

“If those people choose to be my investment clients, I’m bulletproofing my practice because I’ve dealt with their behaviour.”

Her motivation? “Debt is a problem. It’s in our families, our neighbourhoods, and our backyards and it’s affecting everyone,” she says, citing the Vanier Institute of the Family’s finding that average family debt hit $100,000 in 2011. “If I can change the world one family at a time—that’s what I’m going to do.”

She’s not without critics. “Advisors say I’m doing charity work,” she says, even though Streit developed her own compensation model with permission from Manulife Securities. Others ask why she charges people with debt. “If I save you $70,000 and your family stays intact, is it worth it? My fee is less than a lawyer’s,” she jokes.

With her business’s quick expansion, Streit has to remind herself of her priorities.

“If I do everything, I’m not staying true to myself and my family.”

She’s learned to do the things she does well herself, and outsource the rest.

As for clients, Streit has an open-door policy, but is clear about the line they can’t cross.

“If you have another advisor and you want a debt management plan, we’ll take you. We sign a non-compete clause. I started this to help myself and other people,” she says. “But clients no longer get to work with me when they keep making excuses.”

Simon kept pushing me forward when at times it felt like the same old things, but I had things that I had to work through. When I hired Simon I thought that it would be all about business and I’m thankful to Simon that he didn’t run when it got personal. Some coaches would have run away and not held me accountable to what I needed to deal with to get me to the place to be the best that I can be. Simon didn’t offer me an agenda of who he wanted me to be and his coaching program provided me with the tools to clear my limiting beliefs which were rooted deep down in my unmet need of worthiness to become the unique financial advisor that I have evolved into being.

Shelley Streit
Financial Advisor
Guiding Light Financial
Stettler AB
http://www.guidinglightfinancial.ca/

Free One Page Business Plan Webinars September 9 & 28^th – Register Now!

Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinars and the One Page Business Plan(TM) Webinars!“If you don’t get the words right, you might build the wrong business and may never get the numbers right.” The dates for the One Page Business Plan(TM) Free Webinars are: Friday, September 9th at 11:15am EDT Wednesday, September 28th at 12:30pm EDT

Who should attend?

• Do you have too many scattered ideas?
• Do you need to focus on a few?
• Do you need to jumpstart your business right now?
• Do you have no time or interest in writing a 50 page business plan?
• Do you need to determine if you’re focusing on the right things?
• Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan^(TM) – a powerful tool for building and managing a business. It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way! I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan^(TM).

To Register for the One Page Business Plan^(TM) Free Webinars:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

• Friday, September 9^th at 11:15am EDT
• Wednesday, September 28^th at 12:30pm EDT

 

“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 used in business.”
Kathy Folkerts
Northwestern Mutual

“It helped me realize my strengths and weaknesses.”
Dennis Litherer
Financial Decision Group

“I enjoyed the energy behind the presentation and the breadth of ideas presented. It was very good.”
Mark Platte
SBT Investment Services

“It was a reminder of the power of goals, a plan for work, family, finances and faith, and time management. I have a renewed focus to help establish a transition plan for my business.”
David Beaty
Heartland Financial Services

“Simon gave great, meaningful quotes and inspiration! I now have a plan to deal with negative thoughts and overwhelming tasks.”
Jon Fortune
Transamerica Life Insurance

“Simon was enthusiastic, knowledgeable and presented with style.”
Bruce Buhr
ING Financial Partners

“Simon presented an excellent point that values are the DNA of vision. I enjoyed the passion of the presentation.”
G. Brot Trasamar
Thrivent Financial

“He reminded me of what needs to be done to focus on my business versus the sell, sell, sell attitude.”
Ron McDonald
Bradley –Beck & McDonald

 

“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 Advisors

“Simon has a down to earth manner. What he said made sense. He was very easy to listen to.”
Char Granstra
Axa Advisors

“He had great ideas and motivation.”
Joan Schreier
Farm Bureau Financial Services

“I really enjoyed Simon’s enthusiasm. He believed in what he was presenting.”
Erin Kies
Tim Horsey Agency

“It was a wakeup call for me. It made sense.”
Robert Scmitz
Schmitz Financial Group

“Energizing presentation. Good take home material.”
Richard Renfro
Northwestern Mutual

“Authentic presentation. You can tell Simon believes in what he is doing. He is contagious and enthusiastic.”
Mike Nash
MG Nash Financial Solutions Inc.

“Simon is an enthusiastic speaker. He was very positive and provided excellent motivation. He was ‘above the crowd’. Good work Simon!”
Connie McWilliams
McWilliams Agency

“Simon exudes the values he talks about. I have a newly lit fire in my belly to believe in what I do and to believe in myself.”
Tamara List

“I was inspired.”
Gari Stuckel
Thompson & Associates

“Very energetic speaker. Simon kept the attention of everyone in the room. Very interesting! Thanks!”
Merle D.  Milne
Hawkeye Brokerage Center

“You kept it lively. You injected your personality and smiled. I knew I was in for a good speech.”
Pete Hawkinson
Farm Bureau Financial

“You had an abundance of knowledge of personal and business practices.”
Brandon Steffe
American National Insurance

 

“He is passionate and committed to his story and helping people be successful. He showed that I can have the passion and vision to be the best.”
Tim Retz
American Trust

“Simon went step by step to develop the process with my ‘addicted to selling’ partner. I loved the focus on 90 days and the business plan.”
Susan Marcum
Retirement Solutions Group, Inc.

“You’re positive and enthusiastic. Your truthful message really hit home with me and my business practice. You made me realize how much room I have to grow and restart my business practice in a positive way.”
Kris Wright
MML Investors Services

“You showed a system that provided possibilities partnered with accountability.”
Tom Hallstrom
The Guardian Capital Financial Strategies Group

“You had energy and passion! Your thoughts on the unmet needs applies to all areas of life.”
Jeremy Heilskov
New York Life

“A simple yet powerful idea that will work to build a sustainable business and personal life.”
Paul Koeniguer
Ameriprise Financial

“I know I can reach what I want to accomplish – by starting today. I can do it.”
Robert Grieser
Metlife

“I had my eyes opened again and learned the importance of clearing the mind.”
David Nichols
MML Investors Services Inc.

“Lots of energy and great ideas. It was great encouragement to start doing more.”
Thomas McCoy
North Western Mutual Financial Network

“Very enthusiastic and clearly passionate about your topic.”
Craig Hagkull
Principal Financial Group

“The visual slides and definitions used helped me to understand the thought process. It helped me understand what is blocking me from meeting my goals.”
Jerry Jenkins Jr.
Jerry Jenkins Jr. Insurance Agency

“I appreciated the concept that success all comes down to writing down goals, wishes and values. We all have what we need to succeed so stop making excuses.”
Trent Davis
Davis Life Brokerage

“Your ideas and suggestions are insightful and your presentation was filled with energy.”
Bill Warren
Central Financial Group

“I liked your Planning 2011 process.”
David Mehmen
Principal Financial

“Very energetic… Simon gets you thinking about getting out of unproductive routines. It was a good suggestion to journal and clear your mind so you can think of a plan and be happy.”
Matt Cale
State Farm Agent

“Insightful and inspiring. Simon presented ways to overcome problems we all face and a process to make that happen.”
Melisa Burnett
Farm Bureau Financial Services

“Simon spoke about the unmet needs and how they affect us every day and hinder us personally and professionally.”
Norm Wright Jr.
Met Life

“Passionate presentation with tons of energy. He provided tools to energize planning for 2011.”
James Lunders
State Farm

“A simple but new concept that makes so much sense. I am getting the book to learn more.”
Christina Paterson

“Energetic presentation. You pointed out things that limit us.”
Dave Dykstra
Principal Financial Group

“You gave clear ideas to help remove the negative thinking and start new. You had insight into how negative thoughts impede the implementation of value.”
Dean Siegfried
Siegfried Insurance Agency

Free One Page Business Plan Webinars September 9 & 28^th – Register Now!

Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinars and the One Page Business Plan(TM) Webinars! “If you don’t get the words right, you might build the wrong business and may never get the numbers right.” The dates for the One Page Business Plan(TM) Free Webinars are: Friday, September 9th at 11:15am EDT Wednesday, September 28th at 12:30pm EDT

Who should attend?

• Do you have too many scattered ideas?
• Do you need to focus on a few?
• Do you need to jumpstart your business right now?
• Do you have no time or interest in writing a 50 page business plan?
• Do you need to determine if you’re focusing on the right things?
• Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan^(TM) – a powerful tool for building and managing a business. It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way! I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan^(TM).

To Register for the One Page Business Plan^(TM) Free Webinars:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

• Friday, September 9^th at 11:15am EDT
• Wednesday, September 28^th at 12:30pm EDT

 

“The presentation was informative with straight facts and good information. I am motivated to act.”
Dennis Nicholson
Dennick Insurance Services

“Very engaging presentation. The template information looks very useful and the information from the website was very interesting.”
Jason Yip
Greenfield Benefits Inc.

“I was inspired by the presentation. Write it down and it might get done.”
Terry Basaraba
Investors Group

“I liked Simon’s passion, energy and explanations. I understand the importance of a business plan – nature abhors a vacuum.”
Thomas Miller
Sun Life

“This was a refresher course with better ways to put together an effective business plan. I already have goals written down and review them daily. I received access to this new business plan.”
Angela Rea
Investors Group

“I met an unmet goal I knew I needed to do – a business plan. Simon’s energy level went from calm before the session to revved during!”
Doug Pennington
Freedom 55 Financial

“I liked the simplified approach to developing my business plan. I saw how simple I can build a plan and keep it updated and in the forefront of my mind rather than at the back of my files.”
Mike McKelvie
RBC Dominion Securities

”I am re-inspired. There was a good combination of ‘fluffy’ stuff and practical applications. I appreciated the reminder to write things down to help them happen.”
Jane McDonald
RBC Dominion Securities

“I enjoyed Simon’s enthusiasm and excitement. I can change my plan and focus.”
Gerry Schmaltz

“Simon is an excellent, motivational speaker.”
Marie Stickel
Sun Life

“The presentation was simple and totally made sense. I get it!”
Glenda Larocque
Synergy Works Insurance Solutions Inc.

“Simon kept me engaged in the presentation. I received the opportunity to create a simple, easy to use business plan to help refocus my business.”
Robert Patzer
Investors Group

Free One Page Business Plan Webinars September 9 & 28^th – Register Now!

Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinars and the One Page Business Plan(TM) Webinars! “If you don’t get the words right, you might build the wrong business and may never get the numbers right.” The date for the One Page Business Plan(TM) Free Webinar is: Friday, September 9th at 11:15am EDT Wednesday, September 28th at 12:30pm EDT

Who should attend?

• Do you have too many scattered ideas?
• Do you need to focus on a few?
• Do you need to jumpstart your business right now?
• Do you have no time or interest in writing a 50 page business plan?
• Do you need to determine if you’re focusing on the right things?
• Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan^(TM) – a powerful tool for building and managing a business. It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way! I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan^(TM).

To Register for the One Page Business Plan^(TM) Free Webinars:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

• Friday, September 9^th at 11:15am EDT
• Wednesday, September 28^th at 12:30pm EDT

 

“I liked most of the content – especially the discussion about ego and the visioning process.”
Andrea Andersen

“I love the thorough explanation of how unmet needs filter into my ability to meet my goals. I did not expect to have a program to take away and apply to my personal practice and planning.”
Barbara Armstrong

“I like how the presentation doesn’t shy away from the negatives that we all have. Simon’s world isn’t cute or flowery, but it is correct. I was able to find both values and unmet needs I didn’t know I had.”
Matt Begg

“Simon caught me off guard. I like the focus on reality and feelings instead of new techniques and gimmicks. You brought some clarity to what I was thinking and how to process it.”
James Bond

“Working through the exercises made it personal and productive. Time very well spent. It was a relief, a weight lifted off my shoulders, that it’s not just me! Simon gave real strategies to recognize and overcome challenges impeding my success.
Brenda Carter

“Energetic presentation with clear direction. The structure and clearing process is very resourceful.”
Patrick Chenier

“The presentation stimulated thoughts on underlying issues, thoughts that are preventing me from achieving results in my business.”
Lance Conarroe

“Simon presented a clear process of how to remove roadblocks and discussed feelings, values and goals!”
Thoralf Gran-Ruaz

“I liked very much the challenging aspects of the presentation and the practical activities to go away with, use and develop. Simon gave practical exercises and novel ideas. I love the ‘clearing’ exercise.”
Keith Haigh

“Clear and enthusiastic presentation with quality handouts.”
Stephen Ingle

“Simon reminded me of the importance of thoughts, the law of attraction and to write it down. I used these ideas previously to become successful. Now I will use them to get beyond the plateau. I like the concept of the clearing process.”
Greg Kahan

“Liked the energy of the presentation, and like the idea that if I answer the questions, I will receive the topic notes.”
Audrey McFarlane

“The presentation was energetic, positive and inspirational to me both personally and my business. I liked the clearing method.”
Anne Menard

“The presentation provided me with enough structure to implement. If I had any questions about ‘how’, Simon gave me a clear guide of ‘how’. I kept notes of things I am ready to get started on… Thank you!”
Paul J. Miller

“I thought this was just going to be fluff but I have come to realize that I was closed minded and this process is allowing me to focus on the one person that can grow my business – me! It was an understanding presentation with clarity and focus.”
Ali Nozari

“You gave me the tools to put words to my thoughts and a process to describe the things I need to do.”
Greg Shearing

“You made me think about the unspeakable. I received a process to clear my fears.”
Niki Stanford

“The timing of this session was almost surreal as I have been struggling over the past while. I like your enthusiasm and approach.”
Louisa Zerbe