Leading Advisor Financial Advisor Coaching

Funeral Plans Canada 11th Anniversary/Annual Conference – Banff, AB – November 18-19, 2008

“I loved the integration of core values and unmet needs – a wonderful approach.
And I loved the reminder to ask for referrals and then to follow up in one week.
Also the meet with your top 10- 20 clients and find out why they worked with
you, how to improve and what surprised them.”

Kat Downey – Life Matters – Aurora, ON

“Really enjoyed your scientific approach.”
Richard Henseleit – Springfield Funeral Home – Kelowna, BC

“It was a great reminder of what I should be doing!”
Heather Jackson – James Reid Funeral Home – Kingston, ON

“Very informative material.”
Maggie Shields – George Darte Funeral Home – St. Catherines, ON

“The enthusiasm that Simon brought to the presentation was fabulous. I really
enjoyed the comparison of negative thoughts and emotions to positive results.”

Thomas Payton – Funeral Plans Canada – Kitchener, ON

“The direct facts about what our roadblocks are in a non judgmental manner.
Loved the ideas, concepts and plans that were not driven by SALES and MONEY.
Thank you!”

Bill Shields – Mackey Funeral Home – Lindsay, ON


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