Leading Advisor Financial Advisor Coaching

Testimonials from Financial Management (BC) – Vancouver, BC – March 10, 2009

Very motivational presentation. Inspires great confidence and love for my profession.”
Sonia Sopena – Financial Management

Enthusiastic! Clear insight in this field by sharing the fruits of his experience.”
Hong Ja Kim – W.H.Stuart & Associates

Really effective content & information complemented with energy and enthusiasm. Great insight into values and unmet needs. I have a better understanding of how values build your vision.”
Desiree Dupius – Three Sixty Financial Group

Great content and delivery.”
Margaret Reynolds – Margaret Reynolds Wealth Management

Great energy! I realized that I need to revisit my values and how they really do work into my business and affect my clients.”
Kelly Strongitharm – Three Sixty Financial

It is refreshing to hear something beyond product information. I’ve never heard about “unmet” needs before. Very interesting!
Eileen Luongo – Noble Benefits Inc.

Inspiring. Great way of putting it all together! It helped organize my mind.”
Lynne Zlotnik – Lynne Zlotnik Wealth Management

Loved the brainstorming exercise where people were asked to participate. I was motivated by the idea of writing a vision and executing those ideas.”
Rozy Karim – Financial Management (MGA)

Possessed deep understanding of our issues as planners. Provided advisor specific approach to dealing with business issues.”
Peter Garat – Garat Financial Group Ltd.

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