Leading Advisor Financial Advisor Coaching

Testimonials from Advocis Thompson Okanagan – Kelowna, BC – November 6, 2009

“Simon has very good ideas for insurance sales and referrals. He offered excellent questions to ask clients for referrals and how they feel about me.”
Jerry Reiber
Independent

“I didn’t expect to learn about the manageable and simple paradigm shift that is fundamental to success.”
Don Pugit
Sun Life Financial

“I was reminded that I needed Attention Management more so than time management. I was surprised at the discussion of feelings alongside values. I really liked the targets.”
Robert J. Klassen
Independent

“Simon’s referral presentation was the best I have ever heard. Great presentation.“
Wayne R. Olafson
Olafson Financial Services


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