Leading Advisor Financial Advisor Coaching

NAIFA New Mexico State Conference – The Inspirational Tipping Point / The One Page Business Plan – June 17, 2016

NAIFA New Mexico Board Strategic Planning 2016

Randy Wimsatt, LUTCF, FSS
2015/2016 NAIFA New Mexico President

“I liked how the presentation focused on developing and growing the individual…Simon offers a much quicker way to success
Audrey R. Scherer
Liberty Tax Service

“It was a serious topic presented in an entertaining format. Simon covered several areas that caused me to evaluate multiple areas of my business”
Todd Williford
New York Life

“Great insight into understanding some of my own issues in relation to motivation versus inspiration for my business”
Edward Dunn
DunnCo Insurance and Financial Services

 “Simon’s material is so relevant; it’s exactly what I’ve been dealing with”
Jessica Bohan McElroy
New York Life

“This will help me personally and with my business to grow and become more balanced. Enthusiasm and quality in personal development one piece at a time. There is a measured scientific method in place to help organize, strategize my team in the right direction – Wow!”
JoAnne Winslow
KWS Independent Insurance Services Inc

 


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