Leading Advisor Financial Advisor Coaching

NAIFA Colorado Annual Conference @ Copper Mountain Resort – The Inspirational Tipping Point & The One Page Business Plan – Speaking Testimonials – July 20-21, 2017

“Simon’s depth and knowledge is exceptional; he delivers excellent content”
Mary Hunt
Mary Hunt Agency, LLC

“Very engaging! Extremely relevant information and how it relates to ME and my business. Simon explains how we can grow NAIFA Membership and how the knowledge is transparent to the growth of my business as well. If I can do one, I can do both”

Suzanne van der Torre
Independent

“The presentation helped me understand myself and my business better and great insight into needing better self evaluation”
Bruce A. Murphy
Farmers Insurance Group

“The information Simon provided will be so valuable for my business and for NAIFA Colorado. I can’t wait to try it out. Simon’s information is incredibly fascinating”

Kathleen Owings
Westbilt Financial Group

“Great understanding of how the amygdala gets in the way of our success. I have an understanding now of why some of my team members aren’t as successful as others – their limiting beliefs are limiting their success”

Deborah Tanner
DiManna, Tanner & Associates Insurance and Financial Service Agency

“Great in the room exercises which created greater clarity”

Penny Hardrick
New York Life

“I liked that Simon talked about the challenges facing every advisor and he showed that even some of the best advisors still have the mental struggle”

Ryan Allen
Transamerica Financial Advisors, Inc

 

“Simon got into the dirt and the weeds and talked about the emotions behind the WHY”

Bob Ross
Ross South Metro Agency

“I enjoyed the flow and the positive information”

Daniel Schneider
Country Financial

“Simon’s information can be applied directly to increasing NAIFA Membership”

Shelley Rowe
Generations Financial Resources, Inc.

“Simon’s workshop exercise on clearing – I’ve never had an experience like that before”

Sarah Dennis
State Farm Insurance

“Simon gave me a tool I can use immediately to help me overcome the negative emotions and fear”

Travis Wendt
American National Insurance Company

“Your presentation was clear and concise enabling us to unclear everyday minutiae. You gave me insight on how to create more time to be more effective with my business, staff, and clientele”

Donald N. Pacheco, Jr.
AXA Advisors

“Simon has incredible energy and passion in what he talks about. He shared the knowledge and gave the reassurance that I can succeed and how to remove the roadblocks that stand in my way”

Jason Hart
State Farm

“Simon’s information is a great tie in to NAIFA Membership”

Chris Bor
Kansas City Life


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