Leading Advisor Financial Advisor Coaching

Testimonials from SunLife  Kelowna–Kelowna, BC – April 7, 2010

“Well presented. Very holistic and your material is relevant to our business.”
Wayne c. Henrikson
SunLife Financial

“You brought a fresh prospective. Confirmed some of my ideas and brought forward new ones: Good for growth.”
Chris Rodnell
SunLife Financial

“Great directness, you dig down and clarify our problems with compassion and humor.”
Louanna Ranney
SunLife Financial

“Simon’s passion makes me want to get back to work with the same passion. I didn’t expect the simplified, clear referral process.”
Barbara Ferrier
SunLife Financial

“Reaffirmed the need to stay on top of my business plan and demand structure from myself.”
Ted Duck
SunLife Financial

“Enthusiasm and focus. With basic common sense I was reminded of the importance of working ‘on’ my business.”
Randy Wilson
SunLife Financial

“Enthusiasm, passion, knowledge and communication skills. I didn’t expect to learn how to ask for referrals!”
Carmine Maddalena
SunLife Financial

“Energetic speaker brought warmth to the presentation. Reaffirmed that simple systems are the best.”
Jon McCleneghan
SunLife Financial

“My second time hearing Simon, excellent material. I already receive your E-Newsletter. Keep sending, thanks.”
Greg MacKinnon
SunLife Financial

“A good reminder of what isn’t working and why. The presentation was useful, informative, humorous, genuine and enthusiastic.”
John Ranney
SunLife Financial

“Energy, how the vicious circle of negative beliefs can spiral me out of control and now I know how to stop and reverse this cycle.”
Karen Blaubier
SunLife Financial

“It all makes so much sense! So simple really.”
Vivian Hicks
SunLife Financial

“The passion is great to see. A very organized action plan, goal setting, being in the now every day. The piece on referrals was excellent. I didn’t know we would be presented with such a well organized concept that was delivered very well. I was reminded to write down things, daily.”
Cliffe Fraser
SunLife Financial

“Worked me up! Gave me the power to move ahead.”
Chris Collard
SunLife Financial

“Reminded me again of the importance of vision, values and goals. It was a kick that got me  thinking of my unlimited potential. I found myself breaking through a limiting belief during the presentation.”
Jim Pendree
SunLife Financial

“Great insight. Made me think about my roadblocks, and how they impact my business.”
Alan Sanders
SunLife Financial

“I enjoyed the enthusiasm and passion.”
Kevin Look
SunLife Financial

“It was energetic, humorous and mind opening. I was inspired to buy a journal.”
Jacquie Haycroft
SunLife Financial

“Insights on personal breakthroughs. Motivation gained from a relatively short
presentation.”
Jill Coster
SunLife Financial

“What passion and energy. I learned clear ideas to implement now in my business.”
Jeff Klassen
SunLife Financial

“The energy, passion and ideas. I didn’t expect to clear unmet needs or learn the referral ideas.”
Sandra Dyck
SunLife Financial

“Excellent energy, very informative.”
Chad Bachelder
SunLife Financial

“You outlined a good roadmap to increasing productivity through working on my business. I now see the value in making and writing down 90 day goals.”
Neil MacDonald
SunLife Financial

“I enjoyed hearing about getting referrals from preferred clients and knowing the right questions to ask. Good speaker.”
Reid Currie
SunLife Financial

“Animated, plain language and relevant presentation. I now have a specific action plan.”
Ken Hewson
SunLife Financial

“Practicality, getting to values not just goals of things. Motivated from within not a prize. Great energy, enthusiasm and humor.”
Jonathan Henrikson
SunLife Financial

“Upbeat, touches on relevant issues. I was reminded of the importance of writing a business plan and revisiting it during the year.”
Terry Baril
SunLife Financial


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