Speaking Testimonials

Event Planner Testimonials

Attendee Testimonials

“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

“Simon puts on a great session that will appeal to advisors at any stage of their career. He’s genuine, energetic and eager to help change the way you think. Definitely time well spent!” 
Andy Cameron – Freedom 55 Financial
Advocis Kingston, Program Chair (2009)
Kingston, ON

“The presentation was directly addressing a common challenge of all in our business.”
David Gearing – Freedom 55 Financial
Advocis Sault Ste Marie, Program Chair (2009)
Sault Ste. Marie, ON

“It was a wonderful presentation and every one thoroughly enjoyed it. For us to see you come to life was a real treat. Simon, you got us all excited about why we are in this business. It was very professionally well done, thank you for that. I liked that you had married the antidotal with the hard facts.

You reminded us when challenging yourself the optimistic approach needs to be there so that we can be our best and allow that to come through. Your hands on approach with looking back over 90 days is something I have already implemented. We all set goals, quotas and we do all kinds of things but you really impressed, ‘where do you want to be in 90 days’. This was better framed than most time management or goal setting strategies I have heard.

You’ve got a fan on the East side of the country. I’ve read your book cover to cover in one read. Now I need to read it again. I liked that you made reference to other works so that we can delve deeper if we wish. You offered different concepts and again it’s the way you phrased it and delivered it. You made us more open to hearing. I know Karin O’Reilly was really excited as well; we came back to the office and said, ‘the ones who missed your presentation, that will be their demise.”
Laura Stanton – Freedom 55 Financial
Advocis North Bay, Co-Program Chair (2009)
North Bay, ON

“Most coaches are not speakers … Simon’s presentation is high energy, animated with great content and graphics.”
Frank Grisdale – CIBC Wood Gundy
Branch Manager (2009)
Waterloo, ON

“Simon reminded us that the heart of our presentation is to be able to tell a story that associates the client to the value of what we do. The client will actually have an emotional response and be moved to solving something that they are now concerned about, a potential financial problem which life insurance can resolve.”
Roland Clark, CLU – FM Brokerage
Advocis Thompson Okanagan Chapter, Treasurer (2009)
Kelowna, BC

“Simon’s presentation was very well received by our group.  There was a lot of content in the presentation.  I’m sure there was something for everyone to relate to.  The main message that I derived from the presentation was the importance of creating a plan in November for the New Year.  I will be sitting down and planning for next year.  I likely would have put this off until January had I not heard your presentation.

During the Q&A, you were asked, “What does the successful advisor look like?”  You carefully deliberated before responding, and gave a very thought-provoking response.  

Thanks for taking the time to visit us.  You definitely captured our interest!”   
Marion Humphries – Interglobe Financial Services Corp. 
Advocis Sudbury, Program Chair (2009)
Sudbury, ON

More Event Planner Testimonials

• Testimonials from BFG Financial – Toronto, ON – July 22, 2010
• Testimonials from Sun Life Sales Congress–Winnipeg, MB–June 24, 2010
• Testimonials from Sun Life Sales Congress–Toronto, ON–June 21, 2010
• Testimonials from Great American Advisors–Lake Tahoe, NV-June 17 & 18, 2010
• Testimonials from Advocis Westman–Brandon, MB–May 25, 2010
• Testimonials from Canada Life- Parksville, BC -April 30, 2010
• Testimonials from Canada Life– Victoria, BC –April 29, 2010
• Testimonials from Macquarie Private Wealth Inc.– Vancouver, BC – April 27, 2010
• Testimonials from Advocis Vancouver – Vancouver, BC – April 20, 2010
• Testimonials from SunLife Kelowna–Kelowna, BC – April 7, 2010
• Testimonials from Advocis Sarnia–Sarnia, ON – March 25, 2010
• Testimonials from Advocis London–London, ON – March 25, 2010
• Testimonials from Advocis Sault Ste Marie –Sault Ste Marie, ON – December 17, 2009
• Testimonials from Advocis North Western Ontario – Thunder Bay, ON – November 20, 2009
• Testimonials from Advocis Sudbury – Sudbury, ON – November 18, 2009
• Testimonials from Advocis Thompson Okanagan – Kelowna, BC – November 6, 2009
• Testimonials from Advocis Kootenay – Trail, BC – October 14, 2009
• Testimonials from Advocis Kingston – Kingston, ON – September 17, 2009
• Testimonials from Advocis North Bay – North Bay, ON – September 16, 2009
• Testimonials from Advocis Toronto Chapter – Toronto, ON – June 18, 2009
• Testimonials from the IFB Toronto Spring Summit – Toronto, ON – May 26/27, 2009
• Testimonials from the Advocis Newfoundland Chapter Sales Congress – May 22, 2009 – St. John’s, NL
• Testimonials from Investors Group Island Pacific Spring Meeting – Nanaimo, BC – May 7, 2009
• Testimonials from IFB Conference – Calgary, AB – April 22, 2009
• Testimonials from Advocis North Central Saskatchewan – Saskatoon, SK – April 22, 2009
• Testimonials from Advocis Vancouver Island – Victoria, BC March 26, 2009
• Testimonials from Pro-Seminars – Edmonton, AB – March 18, 2009
• Testimonials from Financial Management – Calgary, AB – March 12, 2009
• Testimonials from Financial Management (BC) – Vancouver, BC – March 10, 2009
• Testimonials from Pro-Seminars – Toronto, ON – March 4, 2009
• Testimonials from Pro-Seminars – Kitchener, ON – March 3, 2009
• Testimonials from Pro-Seminars – Winnipeg, MB – January 21, 2009
• Testimonials from Pro-Seminars – Edmonton, AB – January 20, 2009
• Testimonials from Advocis Bay of Quinte – Belleville, On – January 16, 2009
• Testimonials from Pro-Seminars – Calgary, AB – January 15, 2009
• Testimonials from Pro-Seminars – Toronto, ON – January 6, 2009
• Testimonials from Advocis Ottawa; Ottawa, ON – November 20, 2008
• Funeral Plans Canada 11th Anniversary/Annual Conference – Banff, AB – November 18-19, 2008
• Testimonials from IFB Conference – Toronto, ON – November 5, 2008
• Testimonials from IFB Conference – Toronto, ON – November 4, 2008
• Pro-Seminars – Winnipeg Testimonials – October 2, 2008
• Testimonials from Pro Seminars – Edmonton, AB – September 17-18, 2008
• Testimonials from Pro-Seminars – Kitchener – ON Sept 29 – 2008
• Testimonials from Pro Seminars – Las Vegas, NV – September 8-10, 2008
• Testimonials from Canada Life Western National Accounts Conference – Bear Mountain, Victoria, BC – June 19, 2008
• Testimonials from Pro Seminars – Calgary, AB – June 17, 2008
• Testimonials from IFB – Toronto, ON – May 27th – 28th, 2008
• Event Planner Testimonials