“Enthusiastic presentation with material relevant to the real world. The clearing process was new to me.”
Orville Acton
Regional Director
Edward Jones
“In November 2010, NAIFA-Iowa launched a new program to bring MDRT quality speakers to four locations in our state. Simon Reilly of Leading Advisor was one of our speakers. Simon was a joy to work with, and our attendees gave his presentation very high marks. In response to our survey, 95 percent reported taking at least one thing away from the event that they could put to work in their practice immediately and 97 percent felt the program was worth their time away from the office. I personally got so much from his talk that I’ve retained him as my business coach. We’ve been working together for just over four months now, and I’ve already seen a vast improvement in my management company’s productivity and our bottom line.”
Michele Grassley Clarke
Executive Director NAIFA-Iowa
Cedar Falls, IA
“Our event in Victoria was appreciated by our island brokers who were in attendance. Thank you so much for your part in making the entire day enjoyable and informative. The feedback we have received from our brokers on this event has been great.”
Karen Smith
MGA, Marketing Specialist (2010)
Victoria, BC
“It was a good presentation that I received a lot of positive feedback on. Our audience demographic was varied, from new to the business, right up to 40 plus years of experience. After your presentation, we had people saying, ‘Wow, that’s the basis I need to implement into my business.’ The advisors liked the handouts you provided. This material allowed them to ask the hard questions about what they are doing or not doing in their business. The advisors said that by hearing you speak, it was a really good call to action for them on things that they hadn’t considered in the past. Your presentation will impact our advisors who do want to take action, and they will have a better business because of attending your presentation.”
Duane Zappitelli
Sun Life Financial, Regional Vice President (2010)
Toronto, ON
“I was very pleased with Simon’s presentation. He has fantastic energy and his material is very well packaged. His material is a mix of old and new, and certainly has the most complete and informative material, and he is the best presenter that I have seen deliver to our MGA in the last 24 months. He delivered value and excited the crowd. Simon delivered exactly what I expected, and I was pleased to see the number of people who responded by purchasing his book, that shows me that having Simon speak was a huge success.”
Michael Williams
BFG Financial Inc., President (2010)
Toronto, ON
“Simon is a very empathic and energetic speaker. He keeps your attention throughout his presentation, just by his energy, and he’s talking common sense to people. He provides a reaffirmation of goal setting, and stresses the importance of planning for your business. I got a lot of great feedback from our advisors. Simon covers what advisors should be doing for their business in order to be successful.”
Rocco Faiella
Faiella Financial, Managing Partner (2010)
Sudbury, ON
“Refreshing presentation and a reminder of things we should be doing daily in our business practices. I really enjoyed Simon’s enthusiasm and it was contagious with the audience, as I could see people nodding their heads as they listened to him. Simon has a unique ability to pull information together and present it in a great fashion. I had very good positive feedback from my advisors.”
Keith Pike
Paradigm Financial Advisors Inc., President (2010)
London, ON
“I received wonderful feedback about your Clear Your Roadblocks presentation from our financial advisors. It was more impactful than I expected and it struck a cord with both newer advisors and senior advisors alike. I believe that our boundaries are limited by our values which get formed in our early years and these can hold us back. You reminded each and every advisor about why they are a financial advisor and showed them practical ways to reignite their passion and build their business.”
Percival Chang – Sun Life Financial
Financial Centre Manager (2010)
Kelowna, BC
“I thoroughly enjoyed Simon’s Clear Your Roadblocks presentation! The feedback I got from members has been extremely positive. The presentation was strong enough and well worth our time.”
Justine Zavitz, B.Comm(Hons), CFP, RHU
Zavitz Insurance Inc.
Advocis London, President ( 2010 )
London, ON
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