Leading Advisor Financial Advisor Coaching

Testimonials from Advocis Vancouver Island – Victoria, BC March 26, 2009

“Relevant and timely material. This was not a bunch of hype, but instead was very useful. You delivered, and then some!”
Neil Hanson – Sun Life Financial

“Emphasizes planning and goal setting with a focus on the big picture and downplays the recession – it is a state of mind. The systems Simon has are very good, great information for all advisors.”
Brian Prochnicki – Investors Group

“Great energy, thought provoking material with practical actions to be taken in my business now, and you offer great insight into a referral script.”
Victor Skaarup – Investors Group

“Fresh ideas, great energy, and your material is different! Very applicable to everything, not just business, and I really like how your material gets right to the root of the issues that advisors are facing in their business.”
Harvinder Samra – Desjardins Financial Security

“Very upbeat. Strong on values! Your own, and helping me to see what mine are. Great encouragement to carry on with business, and not be fearful asking for referrals or with contacting high net-worth clients.”
Harold Webber – Island Savings Insurance

“High energy and positive tips on building self-esteem and recognizing the pit falls that can be solved.”
Marilyn Rose – LifePlan Financial Services Group

“Simon has great passion! Great system to evaluate my personal status and business position and career, and an opportunity to reflect and do some core evaluations.”
Steve Edmison – Meritage Financial Group

“Great connections with the audience and great material. Simon doesn’t sugar coat, he gets right to the heart of the problems advisors face in business.”
Larry Taylor – Sun Life Financial

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