Leading Advisor Financial Advisor Coaching

Testimonials from Advocis Toronto Chapter – Toronto, ON – June 18, 2009

“Enthusiasm and passion for self improvement and practice management. The focus of material on the elevator speech helped me get around this often discussed issue. Simon hit on the issues and challenges that are in the back of most advisor’s minds.”
Darren Abrahams – Steven Cohen Insurance Agency Inc.

“I really enjoyed the honesty and passion you brought to the presentation. I liked the clear message. It made creating a business plan not so intimidating.”
Jackie Porter – Carte Wealth Mgmt.

“You made me think about and appreciate the importance of setting a more definite plan. It was a high energy, and very interesting presentation with great practical material.”
Diane Huba – Freedom 55 Financial

“Practical ideas, with great energy and enthusiasm.”
Ravinder Brahma – Desjardins Financial Security

“Great reinforcement of getting back to basics.”
Gilbert Speight – Speight Insurance Agency

“Great focus on the roadblocks that block us in business.”
Brian Goodman – Canada Life

“Great focus on unmet needs and great explanation of how it affects business.”
Mark Landers – Southlake Wealth & Estate Group

“Really enjoyed the material on updating my client list, the 2 day getaway, and how to bring in a junior advisor.”
David Ryckman – Ryckman Insurance Agency Ltd.

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