“The energy, the content, the constant and frequent reminder to clean the mind and check the ego mind.  I learned ‘How to ask for a referral.’ I was inspired for 3 hours with the presentation content and Simon’s ability to speak.”
Mehul Gandhi

“I found the clearing to be very valuable. I didn’t expect the great commitment from management and Simon to ‘Clear my Roadblocks.”
Kabir Takhar

“The presentation made me realize that I have roadblocks that I need to deal with. I liked how Simon made me feel like I was the only person in the room. I didn’t expect to learn so much about myself in such a short time.”
Carey Gustafson

“It was motivating and helped to identify the roadblocks and how to overcome them. I have a feeling of hopefulness.”
Jill Macdonald

“The presentation was clear and realistic. Getting my thoughts to recognize what’s been on my mind.”
Juvil Paigon

“Good integration of coaching and roadmap together.”
Nashir Vasanji

“Cleared my mind and turned negative into a positive. I didn’t expect to learn about organization and planning.”
Shiv Kapoor

“The exercises helped me to better understand myself. I can clear my mind and address my worries.”
Colleen Ng

“The steps to clearing were really helpful. Understanding the unmet needs can be very helpful.”
Ada Bello

We certainly appreciated your background of coaching in the industry – right away, it gave credibility to your presentation. Your enthusiasm was great & you did an excellent job of reaffirming much of what we work through with advisors… it is valuable for them to hear it from an ‘outside source’.

Great concepts! You were able to create excitement in the room but also provide some great tips for implementing the ideas as well.

Our advisors took a lot of notes & found a lot of value in the material you presented. You did a phenomenal job of relating your experience to our rookies as well as our seasoned advisors.

I’m  wondering if we might be able to access a few of the slides you had in your  presentation as I am  looking to use these points in future coaching & training sessions;  ‘Unmet Needs’, ‘Asking for Referrals’,  ‘Get your needs met’ , ‘Why is vision important’ and  ‘To understand the issues’ .

Thank you very much.

Kristy J. Lee – Sun Life Financial
Sales Manager
Regina, SK

He helped us understand how to get in touch with our unmet needs and how to transform negative emotions to positive emotions. This transformation of thought and emotion can help us perform at a higher level.

Simon also gave us some powerful questions to ask our best clients that will help us build trust and confidence and that will help us gain more introductions to new prospects. 

Questions such as:

1. What do you like best?
2. What did I do for you that you didn’t expect?
3. What can I do to improve my service?

These are great questions that I can immediately put into practice with clients to help me grow my business.

Simon referenced a great book that I plan to read, the book by John Kehoe, “Mind Power.”

Thank you for that helpful suggestion!

My website, if you want or need additional information:

www.matlinfinancial.com

Best Regards,

Curt Matlin

“The presentation was an eye opener for sales people like me. I didn’t expect to receive so many ways to enhance my sales production.”
Ramon Nino
Winver Financial

“Reminder of what works and what doesn’t. The presentation inspired me to examine what I need to do to get to the next level. I have the inspiration to do better. I have gained practical ideas I can use right away.”
Lee Vardy
Dan Lawrie Insurance Brokers Ltd.

“A hit home presentation to set goals and make a 90 day business plan now! I didn’t expect the energy that filled the room. I enjoyed the time management, delegation and learned a new method for getting referrals.”
Rick Kennedy
Richard A Kennedy Insurance Agency & Financial Services

“Very informative, the presentation kept me listening. Simon caused me to stop and take a good look at myself and my business.”
Wesley Hutchison
Chataway Hutchison
Chataway Hutchison Financial

“What energy. Finally theory and tactics together.”
Teresa Walkey
Manulife Financial

“Simon’s enthusiasm is much needed in this business as we all get down for the wrong reasons. His motivation tied in perfectly with our business, he offered a lot of excellent ideas; plan, plan, plan.”
Herb Fleury
Fleury Financial Inc.

“I was reminded of things I need to do in my business. Simon provides a track to run on. The presentation grabbed me by the shirt neck and woke me up.”
James Chestnut
Chestnut Financial

“Educational, inspired and enjoyed.”
Cyriel Delrue
Four Seasons Life Investments

“Reminded me to clear up the negatives out of my path, thoughts and life.”
Yvan Brazeau
Eclipse Financial

“Enjoyed the message of writing a journal of my achievements every day. I became aware of issues people have with worthiness and self worth, and my contribution and how important I am to people’s lives.”
Steve Steinman
Steinman Financial Network

“I am important. The presentation offered ideas to improve my time management. I enjoyed the referral card.”
Richard Kealey
Monster Insurance.ca

“Very different approach to personal development, less ‘technical’ and more ‘psychological.’ The clearest explanation of the ‘invisible’ road blocks hindering success.”
Allan Troster
Troster Financial Group

“The presentation made me into a ‘born again’ believer in myself. I have a redirection to value myself on a higher level, to reengage, to switch on my super conscious mind and do the things I had taken for granted. I have a new value system of self worth.”
Allan Tobin
Allan Tobin & Associates

“Energy of speaker, simplicity of concepts, practical take away ideas. I enjoyed the scripting of the elevator speech and parable. I didn’t expect the client engagement letter and the managing risk postcard.”
Luanne Brazeau
Eclipse Financial

“The Simon’s presentation was filled with energy and great ideas to take back to my practice. Great material on referrals and 90 day goals.”
Scott Chataway
Chataway Hutchison Financial

“Good speaker, simplified material into easy to implement steps. Subtle and direct reminders of the path I am on.”
Glenn Dool
Magnes Financial

“Great presenter. The information was relevant for me at this stage in my career. I didn’t expect to receive great ideas that are simple yet appropriate.”
John Gleeson
Gleeson Financial Group

“Really woke me up; The need to change as seen to improve my business. I learned how to change negative beliefs and the power of writing things down.”
Nishat Virani
NV Insurance

“The best part of the presentation was the referral process. I didn’t expect to receive the names of more books to read.”
Roy Gallo
Manulife Financial

“Practical, insightful and inspirational. I enjoyed Simon’s spirit, the presentation was very much appreciated.”
David Goodwin
BFG Ontario East

“Constructive business concepts delivered with a motivational and training punch! Simon offered transferable business practices ideas that i can and will use.”
Ron Dick
Ron R. Dick Financial Services Inc.

“Insightful presentation. Simon offered some excellent reminders about best practices.”
Peter Roch
Manulife Financial

“Simon delivered his message with passion. The content was detailed and thorough. I enjoyed the use of real life example. He delivered ideas and tools that I can implement in my business right away.”
Kevin Flintoff
Manulife Financial

“Simon linked unmet needs to receiving non-productive behaviours which are a barrier to business growth. The presentation offered practical practice management ideas and techniques. Enjoyed learning the process for asking for referrals.”
Greg Gies
Mid Park Financial Corporation

“I liked the values section of the presentation and how important it is to know our values and keep them in the forefront. I enjoyed Simon’s enthusiasm and energy. I also liked how he was helpful and didn’t try to sell himself over and over.”
Michelle Stedman
Kennedy & Stedman & Associates

Today I speak at Sun Life Financial in Richmond Hill followed by a lunch with the managers, next we have a meeting with Shawn Redford, Director, Investment Sales & Marketing with Simon Jackson Insurance and then dinner with Robert Gignac, author of Rich Is A State Of Mind.

* * *

Financial Advisor Speaking Testimonials from Sun Life Sales Congress – Winnipeg, MB – June 24, 2010

“A motivational delivery of a very common sense subject and solution. I received tangible solutions such as mentorship.”
Suzanne Spencer

“Simon reinforced positive thinking and the take action attitude towards achieving your goals. I enjoyed the reminder to write down goals and reflect on positive values and results.”
Douglas Stroud

“A passionate message to take the time to revisit our values and to build our plans on our values versus the outside demands and pressures. The presentation made me revisit my vision and plans.”
Brain Kilback

“I had a full reflection: unmet needs drive our values and behaviours until they are addressed. Good advice on keeping a journal.”
Terry Brownell

“I like the way Simon speaks; concentrating on the positive and trying to understand the inner you.”
Raelene Ostash

“Very informative, lots of great ideas and thoughts. Great new ways to goal plan and ways to help yourself help your business.”
Barry Karlenzig

“Excellent energy and business planning ideas. I didn’t expect to learn short term planning and the difference between values and needs.”
Jeff Wood

“Lots of great ideas. I was made aware of business short comings. The presentation caused me to take a more intense internal look at how I do business.”
Bob Janzen

“You cut through all the fluff to get at the foundational issues – values.”
Trevor J. Cherry

“High energy, down to earth, great reminder of reality. Uplifting reminder that everyone can stumble, it’s how you proceed from that point on that will determine your success.”
Michelle Butler

“Phenomenal energy and content. A clear understanding of the hurdles, things I should and could do better. The presentation was not complicated and provided basic truths and values.”
Leonard Enns

“Very thought provoking material. Good ideas about eliminating road blocks.”
Bob Summers

Laura and I were reminded of these values when we joined Diane Dupuis and Fred Langen in their home along with their team at Dupuis Langen, their suppliers and long time clients to celebrate and honour the 25^th Anniversary of Dupuis Langen on Saturday evening July 10^th.

I have had the honour to know and work with Diane Dupuis and her team since 1997 and Dupuis Langen Financial Managment is the definition of the best in the business.

Here’s to the next 25 years of success!

“I was provided with new ideas and the opportunity to think about my career and how to face it. I have a new found vision on how to develop my business.”
Jorge De Vivero

“Excellent practical and sensitive ideas. I now have an appreciation of how written goals can influence behaviour and self esteem.”
Neil Schloss

“Simon’s presentation reaffirmed what took me 15 years to believe. Once you become conscious you can clearly see how the negative thoughts and unmet needs impact our outcomes. Extremely informative presentation.”
Rick Prior

“Down to earth materials and information. I enjoyed the sharing of experiences. The presentation put into perspective the importance of addressing unmet needs and writing out my business goals.”
Dorothy Olaes

“I enjoyed the concept of internal self evaluation verses external behaviours. I was reminded of the importance of journaling. I am committed to 90 day goals, refocusing on my personal values and the effects on my client base.”
Natalia Kabanova

“Informative on putting the theories provided into everyday practice. I enjoyed the advice of putting pen to paper to create some action and accountability. Very entertaining and lively presentation. Thank you!”
Mark Foster

“What enthusiasm, passion and understanding. I am in the process of reading of your book “Curing The Unmet Needs Disease” and was very satisfied with the presentation.”
Dennis Duclos

“I enjoyed the energy and the content delivered. I found the message could be applied to personal life as well as business. It made me think about all the aspects of my life.”
Diane Disano

“There was no repetition in the presentation and Simon didn’t overkill a subject. I have a newfound sense of pride in this new job. ‘What I do makes an impact.’”
Heidi Cherry

“I loved the enthusiasm; I have many great ideas to refocus my business. I have a commitment from myself to re-do my business plan and create 90 day goals.”
W. Jack Birtch

“The most enjoyable presentation; the energy, the message and the flow. The message really fits into my business now.”
Chris Belanger

“Simon has passion, exudes purpose and always appeared professional. I have the ability to release the negative thoughts and allow the positive in.”
Michael Barichello

“I enjoyed Simon’s direct approach. I have a clear and understandable approach to improving myself and in turn my business.”
Heather Buchan

“It made me think about what is holding me back on the inside. Simon didn’t stand there and tell me I wasn’t motivated because I am. Now I know it’s the limiting believes I need to change. Finally a presentation that really hit on the things that limit us.”
Magid Girgis

“I felt the enthusiasm. I learned if it’s going to be real then I must write it down. I have a renewed inspiration to continue my responsibility to positively impact others.”
Alfred Tran

Please find Brett’s testimonial and my answer is below.

Hi Simon,

Just a quick note to say Thank you for speaking at MDRT. Your session was fantastic! It left me inspired and ready to take my practice to the next level.

Thank you,

How Did You Get To Speak At The MDRT?

I believe that this came about from a series of synchronistic events over a course of time.

My first connection with the MDRT was when I spoke at my very first Advocis Chapter Education Event in April of 2006 in Kelowna, BC and James Rogers, past MDRT President 2008 was speaking the same day and that was the first opportunity that I got to meet James Rogers. Next, I spoke at an Advocis Moncton Education / MDRT Experience Event in November of 2006 where I met Walton Rogers, past MDRT President 2009.

I have had the opportunity to speak coast to coast at 24 Advocis Education Events from Victoria, BC to St. John’s, NL. which includes a total of speaking at 150 financial advisor speaking events in the last 54 months.

The following excerpt from the transcript of my 2010 MDRT Breakthrough! How To Breakthrough The Plateauing Out Syndrome tells the rest of the story.

Breakthrough! How To Breakthrough The Plateauing Out Syndrome

In my December 2008 planning process for my goals for 2009, I wrote down… Attract the opportunity to speak at the Vancouver 2010 MDRT Annual Meeting, and I held that intention throughout the year.

 My friend Robert Gignac, author of Rich Is A State Of Mind, was a speaker at the MDRT in Indianapolis in 2009. Sometime over the course of the Indianapolis MDRT meeting, Robert approached Greg Gagne who is one of the Speaking Captains for the MDRT annual meeting in Vancouver. Robert asked Greg if he’d be interested in talking to Canadian speakers for the 2010 MDRT in Vancouver.

Robert Gignac was gracious enough to recommend me and after a series of conversations and e-mails, I received an e-mail in September of 2009 … Congratulations, you have been selected as a speaker for the 2010 MDRT Annual Meeting;

Thank you to my Speaking Captain Ross Vanderwolf and to all of the MDRT Speaking Committee members.

In closing, dream big, think five to ten years out, write your dreams down and clear your roadblocks to your success.

Thank you for the opportunity to speak with you today, and enjoy your remaining time here at the MDRT in Vancouver and I challenge you to implement the following MDRT 365 ideas and strategies;

• Review Your Journals and Time Management System
• Vision, Business Plan & 90 Day Goals
• Meet your Unmet Needs
• Clear Your Negative Beliefs
• Magnify The Laws Of Attraction

* * *

Finally, thank you again to Bob Gignac.

“The realization of the need to have a written plan for my business.”
Jim Cason
Nature Coast Financial Service

“Outstanding clarification of how to overcome fears in business. You have given me a renewed inspiration about my capabilities in business.”
Esther Zack

“Fresh topic, addressing powerful emotional factors in business. I really enjoyed the personal reflection of how to overcome the ‘burnout’ phase we all face in business.”
Steve Wolf
Wolfe Money Mgt.

“It made me think about what is holding me back.”
Thomas R. Wilding
Great American Advisor

“Great, clear material. Great tips.”
Alice Rusek
VRSI

“The inspiration pouring out of Simon was fantastic! I understand now the importance of writing things down, and how to clear my mind to focus on the positive in my business.”
Kara Stanley
Annuity East

“You took us through a great self examination of ideas and how to re-evaluate ourselves for past successes.”
Thomas J. Wolf
Wolf Money Mgmt.

“A great reinforcement of information that has gone by the wayside.”
Steven Zimmerman
SD Zimmerman & Assoc.

“Great presentation Simon. All of your information is so useful.”
Diane Breuer
Lincoln Investments

“A great clear presentation, with great enthusiasm. You made me take a good look at my business.”
David Hate
Great American Advisors