Leading Advisor Financial Advisor Coaching

Financial Advisor Coaching Testimonials

Page 13 of 13 Coaching Testimonials:155

The steps really help me to get clear on who’s responsible.

Angela Houle, BG.Acc., CFP, CLU,RHU
McAuley Financial Services/FundEX Investments
Ottawa, ON

I think one of Simon’s best gifts is his ability to just connect immediately.

James Poe
Texas Retirement Specialists
Fort Worth, TX

The template format made the development of my business plan a very simple process.

Michael A. Healey, B.A., CFP, RHU
ZLC Financial Group
Vancouver, BC

Because of our work together, I’m one of the top advisors on a national level.

Carl Thoenen
Alliance Credit Union
Hazelwood, MO

When you started talking about the Unmet Needs I realized there was something inside me that’s tripping me up.

Wayne Leach
Wayne Leach Associates Financial
Langley, BC

I can really feel a shift, an upsurge and an upswing in my energy.

Dennis Seeb
National Planning Corporation

We’ve seen an increase in our numbers and we expect more.

Keith Pierce
WRK Insurance Financial Services Inc.
Swift Current SK

Simon helped me see that I don’t need to prove myself to anyone.

Chuck Hardie
The Hardie Team
Prince George, BC

I really enjoy the back and forth brainstorming conversations.

Priscilla Monteith
Monteith Financial Group
Burlington, ON

The coaching has allowed me to look at my goals and my beliefs in relation to what I want to do for a living.

Alan Tuchmann
Northwestern Mutual
Guilford, CT

I am realizing the potential that has been afraid to come out.

Michele Jolley
Portfolio Strategies Corporation
Calgary, AB
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