Leading Advisor Financial Advisor Coaching

The Inspirational Tipping Point Speaking Testimonials from NAIFA Northern California Advisors Expo, Roseville, CA, March 14, 2014

“Insightful! I received steps that can be utilized to develop and improve.”
Barry M Rosenberg
The Principal Financial Group

I liked the concept of motivation and inspiration and the free materials – business plan, team meeting white paper.
Kyle Middleton
State Farm

Simon’s enthusiasm and conviction on how we can better ourselves through correct thinking etc. was great.
Mark Sanders
Sanders Financial & Insurance Services

Simon helped me recognize I need more structure and vision moving forward. I need to create more space to attract more HNW clients and discovered the what vs. why concept.
Phil Bodine
Verdeo Financial

I enjoyed your energy and emphasis that it all (positive & negative) comes from inside.”
Beth Miller-Bornemann
The Reverse Mortgage Group

Most speakers I’ve heard are not practical to my life – Simon was – and he had good ideas. It was very motivating. It got me thinking about the big picture rather than tunnel vision. There was a step-by-step practical instruction.
Garrett D. Sanders
Principal Financial Group

I have a deeper understanding of motivation vs. inspiration.
Jon Roth
Principal Financial Group

I enjoyed the philosophical/logical quotes to back up the material and statements. The good metaphors helped me to understand presentation better. I have a better grasp on the definition on words like understanding, inspiration and values. The different view/perspective helped me to better understand their meanings.
Daniel Wall
Sacramento State University

What I liked best about Simon’s presentation was the discussion about motivation vs values and the negative impact of motivation plus the idea of meeting with best clients to interview and ask them about my practice.
Linda Benner

There is a lot of energy in Simon’s presentation. The information is so new to me. It opens my eyes into my future career in the financial field.
Chaoqun (Queenie) He
Sacramento State University

Simon’s presentation made me think about my current time management (or lack of). It made me want to improve it. I needed confirmation of what I already know I need to do. But you introduced it in a different way.
Jennifer Dann
Principal Financial

I liked that I realized how unmet needs trigger negative feelings and the perspective of how to analyze needs in the hope of creating a positive sense of beliefs.
Brian Thompson
Sacramento State University

It was very straight forward. It made perfect sense.
Peter Konrad
Integrated Financial Concepts

I really enjoyed the concept that it’s not about the money, it’s me and my understanding of myself. I’m in my own way to break through. Also it’s not that complicated. Our business is best managed by emotions and beliefs, not metrics…numerous good ideas and good practice! I’m going to take Simon’s suggestion to get Dragon Software to “Purge my mind”!
Lou Bortoletto
Max Benefits Insurance Services

I liked the notion that 10% is ‘How’ and ‘What’ I do and 90% is the ‘Why’. I learned that it’s Being vs. Doing (ie motivation vs inspiration or/and character vs personality)
Terry L Tingesdahl
Tingesdahl Associates Retirement & Insurance Services

This was a refreshing approach to goal setting via the why (90%) and how unmet needs get in the way of our success. Motivation vs Inspiration / Being vs Doing – I’m looking forward to the notes!
John Gillespie

It was values based. I like that I have questions to ask myself.”
Seth Morsey
Principal Financial

I discovered I have unmet needs that are pulling at my attention.
Joseph Manzo
Principal Financial


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