Leading Advisor Financial Advisor Coaching

Financial Advisor Coaching Testimonials

Page 1 of 10 Coaching Testimonials:113

Most coaching programs focus on the outside perspective but Simon has focused on working from the inside out.


January, 2017
Robert Clark
Petersen International Underwriters
Valencia CA

I look forward to continuing my work with Simon to fine tune my foundation.


January, 2017
Bob Buckley
Strategic Financial Partners
Memphis, TN

I now have the confidence and awareness to identify the best path forward in each day to day situation.


November, 2016
Luke Wimsatt
Wimsatt Financial Network
Farmington, NL

I did not expect to go as deep as I have into the feelings and values of my core.


November, 2016
Neil Wilkinson
Financial Decisions Group
Oelwein IA

Simon‘s process really helps to get the big dominos out of the way so that I can get to work.


November, 2016
Steven J. Wright, CLU, ChFC
Regional Managing Director
Principal Financial Group
Roseville, CA

I gained control, confidence, peace and happiness back in my daily life.


October, 2016
Sherry Flynn
Voya Financial Advisers
Farmington NM

I appreciate having an experienced and knowledgeable sounding board with Simon.


October, 2016
Greg Johnson
Johnson Insurance
Bell Plaine IA

I am now driven to continuously improve my business.


October, 2016
Christophe Voegeli
Clear Focus Financial
Edmonton, AB

There’s more to come and I look forward to continuing to build a solid foundation for my business and personal life.


September, 2016
Randy Wimsatt
Randy Wimsatt Agency
Farmington NM

I did not expect to dig as deep as I have through the coaching program and to receive the important impact on my day to day life.


August, 2016
Edward Dunn
Dunn Co. Insurance And Financial Services
Albuquerque, NM

Simon’s got this down, I’m practicing with a good guy.


August, 2016
Ed Rousse
National Life Group
Montpelier VT

I have the ability to sustain life and exceed any expectations I may have previously set for myself.


August, 2016
Adam Brooks
Brooks Capital Strategies
Bend OR
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