Leading Advisor Financial Advisor Coaching

The Inspirational Tipping Point and The One Page Business Plan Testimonials from NAIFA Iowa State Convention, Cedar Rapids, IA
May 8th, 2013

“I liked the passion and sincerity with which Simon delivers his presentation.”
Shawn Lorion
Lorion Financial

“Outstanding speaker! I liked the focus on values and living by them. Wish there was more time for Simon to speak.”
Fabiola Pastorino
Farmers Insurance

“Your talk was enlightening about the absence of a plan. It gave me the encouragement that I too can create change.”
Linda A. Lundquist
IEA Wealth Management LLC

“Simon got me thinking beyond selling. I found it very thought provoking.”
Tom Rielly
Rielly Insurance & Financial Services

“The information in Simon’s presentation was great!”
Rusty Feldman
Feldman Financial

“I liked the drawings comparing motivation versus inspiration and the compassion.  I like the free giveaways for filling out these two areas, the 15 Step Business System and the White Paper. ”
G. Bret Trasamar
Thrivert Financial

“Liked the systematic process so you don’t have to recreate the wheel and the organization of the business planning process. ”
Gary R Young
The Financial Group Inc.

“I enjoyed the concept of values versus unmet needs and the thought that my consciousness is my greatest asset.”
Eric Raasch
Raasch Kramer Wealth Management

“I understood and appreciate the inner feelings that inspire and take a person towards their goals.”
Don Doetzenbach
State Farm Agent

“I liked your focus on inspiration versus just motivation and the need to focus on my why.”
Russ Gochneau
MetLife


About Us | Blog | Financial Advisor Coaching | Newsletter | Financial Advisor Speaking | Financial Advisor Training | Contact |
Terms, Conditions and Disclaimer | Sitemap
68 queries in 0.932 seconds.
Get in touch with Laura : 1-877-248-6012 | Request Call Back | Email Her