Financial Advisor Speaking Testimonials November 4th & 5th Independent Financial Brokers Summit
November 18, 2008 by Simon
Monday was a day off for Laura and I at the magnificent Banff Springs Hotel. We arrived on Sunday night in the rain and didn’t think to look outside the next morning until we walked into the dining room of the hotel for breakfast and we just stood there in awe of the panorama outside of the dining room windows.
Funny, just before going to breakfast, my coach Chris Barrow and I were e-mailing back and forth about creating a Live 2-Day Leading Advisor Master Mind Workshop in 2009 and Banff would be the Western location to do this and the beauty would be an inspiration for all.
Laura and I went to the spa in the morning for a massage and then had a walk round the town of Banff which included a trip to Starbies.
It’s 5:30pm on Monday night and we are going to be joining the team of Funeral Plans-Canada at Giorgio’s for dinner at 6:30pm.
I’m the opening speaker at Funeral Plans-Canada 11th Anniversary/Annual Conference - November 18-19.
November 4th, 2008 – How to Thrive in a Recession, Toronto, ON
"I liked your list of roadblocks - easy to identify where I’m at & what I’ve lost."
Margaret Janecki
Carte Wealth Management Inc.
"No bullshit honesty and directness. Someone who is walking his talk."
David Toles
Canaccord Capital
"Enthusiasm motivates me to do things I know I should."
Rita Dillon
Professional Investments
"Please do not call. I will call you when I’m ready."
Alf Rampado
Prada Insurance
"Good reminder to set 5 yr business plan & 90 day goals & ask for referrals. Take the risk."
Lynda M. Lever
Capital Wealth Management
"Honest enthusiasm, engaging."
Cheryl Mann
Oak Tree Financial
"The cleaning affirmation that turns fear into enthusiasm and changes our vision adding greater value to our business."
Stella Anka
WFG Canada
"A very emotional and clear presentation."
Ronald Calderon
Compare Financial
"Re-emphasizing the importance of a written plan. Don’t worry if it isn’t perfect the first time written."
Keith Rendall
Financial Benefit Group
"Energy."
Guido Innocentin
"Well paced & energetic."
Lino Ciuffreda
Fundex Investments Inc.
"Enthused way presented, motivating."
Carol Giles
Tait Insurance
"Well spoken presenter, felt he was speaking to me, not at me, passionate speaker."
Mario Rodriguez
Knights of Columbus
"Good presentation with clear information."
Jitu Sagare
IFG
"The sample things to do."
Rita Harris
Cowan Financial Solutions
"Good and clear."
David Campbell
Northwood Mortgage Life
November 5th, 2008 – Curing the Unmet Needs Disease, Toronto, ON
"Very direct. Life made easy. Guidance - help - untapped for me. Did not know where to look or go. There has been so much. Who do I start with."
Randy Marvell
Freedom 55 Financial
"Reminded me the paramount need for written & verifiable goals over a 90 day period."
Zenon Barchynsky
"Your story - Hard work has cost - Effective efficient work brings great rewards."
Dion Dicks
Sunlife
"Someone talking with "passion" and believing in what they present."
Alec Caldwell
"It awoke methods I knew but stop using."
R. Roger Ramkissoon
MHC Insurance Inc.
"Thought provoking."
Rick Ellas
"Clear values scorecard gives us your true standing."
Neeraj Mehta
Research Capital
"Being very positive & direct."
Nancy Lalonde
Tait Insurance & Financial Services
"Informed, basic concepts reminders of what needs to be done."
David Newman
Fiscal Agents
"I heard you speak at the IFB Spring Summit and I got great ideas then and even better ideas now."
Eldean Dickenson
Wheatfield Financial Group
"Motivating & interesting. Doing one thing different today."
Francis Castelino
Polyfunds Investments Inc.
"Enjoy positive changes that can make a difference."
Wayne McConnachie
"Great actionable ideas!"
Kathleen Vandenberg
Vandenberg Wealth Strategies
"Pure positviism."
Patrick McDonald
CFP
"Simon Reilly was very interesting, very informative, very knowledgeable and kept us all aware."
D. Cameron Welsh
Queensbury Group
"Motivating."
Roger M. Resplandor
Financial Horizons
"Very energetic & passionate. I’ve transferred that energy/motivation to me. Best presentation for today."
Kim Tajpaul
Financial Horizons
"Presentation inspiring and rewarding experience."
Pedro Carpio
W.F.G.
"Simon is an engaging speaker; if I could have a small iota of his charisma, I’d probably sell more!"
Charlene Baker-Suk
Eagle Ridge Financial
"Positive, upbeat, informative."
David Stockall
The Stockall Group
"Extremely positive energy flow."
Leszek Dziadecki
Advantage Group
"Energy, superb delivery."
Elizabeth Pabo
Advantage Group of Finance
"Confirmed things I believe, but no one would concur with."
Laura Rossignol
DFC Financial Services
"Clear, precise and a lot of good tips."
Wai Leung
"The unmet needs circle & "Are you emotionally retired?"."
Josephine Tam
Vision Capital
"Clear and to the point."
Rajiv Srivastava
IDC Financial
"Very motivating, touched several nerves!"
Randy Wright
Success Strategies
"High energy, passionate; equipped audience to think better, which leads to better actions."
Rick Tomalty
Freedom 55 Financial
"New definition of unmet needs. Thanks."
Neeraj Mehta
Research Capital
"Motivated, sincere, knowledgeable etc."
Sadru Khushal
SD Financial Services Inc.
"Most timely - in the business 35 years."
James Playfair
The Playfair Group Inc.
"No B.S. approach."
Brian E. Hehn
InterAct Benefits Consulting Inc.
"Reinforces what has to be done in order to succeed."
Rick Kirkham
Ken Maynard Insurance Brokers
"The contents of the topic."
Johnny Quayson
Primerica Financial Service
"Dynamic, thought provoking."
Rick Adair
Earl Shaw Ins Brokers
"Upbeat, concrete suggestions, no B.S."
Rob Allan
Carruthers Nicol Insurance & Investments Inc.
rallan @ cnii.on.ca
"Realization of the facts we all know but do not take time to think about."
Inder Madan
"Blending energy, positive reinforcement & audience interaction to maintain the audience’s attention."
Claudio Cipriani
Mitchell Sandham Ins Inc.
"Originality & candor to introspect."
Sotere Demangelos
Sigma Delta Insurance Inc.
"Positive, clear & concise."
Bonnie Williamson
Insurance Portfolio Inc.
"The content - interesting. Valuable information."
Donna-Marie Barilla
E.J. Barilla & Associates Ins. Agencies Inc.
"Your energy creates excitement."
John McClean
Insuranceland Inc.
"Passion."
George Harrison
"Soundly confrontational forcing facing up."
Pietro Sostegno
Trinity Insurance
"Very inspiring and thorough."
R. Roger Ramkissoon
MHC Insurance Inc.
"Very down to earth - excellent presentation."
Geoffrey J. Freeman
Freeman Ins. Broker
"It was real, because Simon has lived it."
Ted Wernham
Boomer Wealth Coach
"Caused me to think about my unmet need."
Patrick W.S. Cheung
Ideal Insurance Broker
"The uplifting substance."
Reg Bateman
Smith William & Bateman
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