Speaking Testimonials
Simon is a regular presenter at events that include; Advocis Professional Days, IFB Summits, Private Company Events and Pro-Seminars.
We invite our listeners to provide the feedback to Simon’s Presentation by answering the following two questions.
- What did you like best about our presentation?
- What did you receive that you didn’t expect?
We have taken the liberty to post best of the best of the listener’s responses here along with speaking testimonials. While the listener’s names may be included with their comments, the comments give excellent examples of their experience.
"Simon is a freebie marketing genius. His presentation is loaded with content."
Kate McCaffery
kate.mccaffery @ advisor.rogers.com
Practice Management Editor
Advisor.ca
Toronto, ON
"Good, clear, and lively."Al Emid
al.emid @ insurance-journal.ca
Senior Journalist, Toronto Bureau
The Insurance Journal
Toronto, ON
"Simon clearly has a lot of enthusiasm and passion for what he does and he shares this through his presentation style. His Removing Your Roadblocks Presentation is loaded with a lot of information on increasing your business and whets your appetite for more. Simon’s presentation was part of our Spring 2008 Campaign Kick Off and one of our financial advisors commented, 'it was the best campaign kick off that we have ever had”.
Graham Calder
graham.calder @ freedom55financial.com
Director, Business Development
London Life/Freedom 55
Nanaimo, BC
"The Removing Your Roadblocks To Success Presentation invited the audience to look at the key areas of their business causing them to do a self evaluation on their own practice and understand the roadblocks that stop them from going to the next level. Simon brought forward and instilled a level of excitement and enthusiasm about financial services which our industry may have gotten away from through the education process which can sometimes get too heavily into the technical side on products. His presentation was refreshing and was a great way to end our Educational Event."
Neil Kellock
neil_kellock @ canadalife.com
Regional Marketing Consultant
Ontario Regional Marketing Centre
Canada Life
Toronto, Ontario
"Removing Your Roadblocks drew the largest crowd and was the most engaging lunch and learn presented by the Calgary chapter so far in 2008. We didn’t receive one negative comment. Simon brought enthusiasm to the presentation right from the get go, causing the audience to immediately look up from their lunch because there was something that was really going on.
The presentation addressed how to leverage the advisor's time and challenged the audience to determine whether they were busy doing $20 & $25 per hour work. This really resonated with people and caused them to ask themselves whether they were choosing to really invest in their business or just sit and be frustrated with the paperwork. We can all be busy just being busy. But Simon spoke about the need for prioritization, being leaders and making a positive impact on both our clientele and staff. The presentation also addressed succession planning for the financial advisor. The reality is that it doesn’t make sense for financial advisors to talk to their clients and prospects about succession planning and then not practice what they preach.
Simon really caused the audience to look at the emotional side of their business and to understand that in times of change the best get better and the worst disappear."
Jeff Dyck
jdyck @ ppi.ca
Advocis Calgary Program Chair ( 2008 )
PPI Financial Group
Calgary, AB
“I consult with advisors across Canada. Your content hits the nail right between the eyes! There is someone out there that really gets it.”
Michael Tourond
Best Practices Chair, Advocis Greater Hamilton Chapter
Director Of Communications, GAMA Canada
Tourond Financial
mike @ tourondfinancial.com
“Sincerity, humor, enthusiasm – genuine concern about the succession problems of ageing financial advisors. He is much more computer savvy than expected with lots of credible research to back up his points. Simon distinguished himself from being a motivational speaker. Simon’s presentation is all solid practice management material and ranks right up there with comparable speakers like Wayne Cotton.”
Terry J. McBride, B.Comm., CLU, CFP
Tax and Estate Planner
President, Advocis North Central Saskatchewan (2007)
Raymond James Ltd.
Saskatoon, SK
terry.mcbride @ raymondjames.ca
www.smithwoolsey.comTerry J. McBride and Simon Reilly, May 24, 2007
“Simon’s Removing Your Roadblocks To Success Presentation was far better than I expected. Simon’s energy along with the presentation captivated the audience and many were furiously taking notes. We all felt that we needed to hear more.”
Laurianne Osmak, CLU
losmak @ sasktel.com
Programs and PD Days Chair, Advocis, Central Saskatchewan (2007)
Insurance & Investment Specialist
Rudichuk Agencies Ltd.
Wakaw, SK S0K 4P0
www.rudichukagencies.com
www.advocisnorthcentralsask.com
“Removing Your Roadblocks To Success is a different approach emphasizing that you really have to a have a strong foundation for your vision and business plan to stand on.
I was anticipating rah, rah motivation and we received a much more serious approach.
It’s easy to spout off … Simon really understands what we are going through and I would have been happy to listen to Simon for hours as his information really hit home causing us to be at full attention, not letting our minds wander off.
Simon delivers his presentation with enthusiasm and his presentation is logical, thoughtful and well laid out. His approach is empathetic and hits home on the issues we are facing in our industry providing a step by step understanding to helping to eliminate the roadblocks that we are facing.”
Rick Kelly
Branch Manager, Investment Planning Counsel
President Advocis North Western Ontario (2007)
Thunder Bay, ON
rick @ ipcamethst.com
www.ipcamethyst.com/ourteam/Richard_Kelly.aspx
www.advocis.ca/content/chapters/profiles/nw-ontario.html
“I want to thank you once again for presenting to our group. Your presentation was well received with good comments coming out of it and some stating they were going to do some of the follow up work you had suggested - I being one of them."
Thanks again Simon!
Elden D. Morais, CLU, Ch.F.C., CFP
elden.morais @ cumis.com
National Manager, Individual Life
Sales and Marketing
The CUMIS Group
“Excellent presentation that gave me a better understanding of how my values and behaviors relate to the importance of understanding and developing an all encompassing self plan, life plan and business plan”.
Brett Langill, BA, CFP
Brett @ BrettLangill.com
Certified Financial Planner
Brownstone Investment Planning Inc.
Toronto, ON
www.BrettLangill.com
Thanks to you for taking time out of your busy seminar schedule to deliver your presentation in Regina. I really enjoyed your presentation, as I felt that you delivered material that was applicable to both new agents and seasoned agents. As for me personally, I liked that you spoke about the steps to building a foundation for your business. In addition, I enjoyed hearing your personal stories, as I try to use personal stories during my presentations to the Reps that I work with in the field. As for what I received that I did not expect, was how much information that you have gathered and the scientific research that you have done on the financial services industry. Best wishes for your continued success!
Regards,
Jeffrey M. Locke, BA, MBA, CFP, CLU, RHU
jeff.locke @ cumis.com
Programs and PD Days Chair, Advocis, S. Sask. (2007)
Life Marketing Specialist (Saskatchewan, Manitoba and Alberta)
The CUMIS Group Limited
Regina, SK
Thanks again for coming out to speak at our event, and for the brief conversation that we had following your presentation.
What I liked about the presentation was the amount of energy and passion you displayed. As per our conversation, I felt it really hit the nail on the head with the "road blocks" I and others encounter. A lot made sense after I heard your whole presentation.
I was very impressed with the presentation.
Thanks, and look forward to speaking with you soon.
Steven Bakouris
Steven.Bakouris @ Freedom55Financial.com
Programs and PD Days Chair, Advocis, S. Sask. (2007)
Financial Security Advisor
Freedom 55 Financial
Regina, Saskatchewan
Your passion and enthusiasm just shines through. I particularly like the way you present "Being" an Advisor versus "Doing" Sales. You speak enthusiastically and passionately about what you believe in. This translates to the audience and they get inspired by the energy of your presence along with the valuable insights that you have to offer.
Nicole (Nicky) Sung - CFP, CLU, CH.F.C
nsung @ fmbrokerage.com
President
Financial Management (BC) Inc
http://www.fminc.ca/
Simon Reilly embraced and engaged our Advocis Education Day right from the start by taking the time to interview us in advance of our event to enable him to groom and mould his “Removing Your Roadblocks” Presentation to address the needs of our geographic area and audience. Simon is a dynamic and engaging speaker and kept our audience captivated and engaged providing an excellent and informative presentations that was presented in terms that were simple and easy to understand, providing insight about the issues and opportunities that are going on in our industry. We received excellent feedback from our attendees and we would welcome the opportunity for him to speak again.
David Janzen
premier @ westman.wave.ca
Financial Advisor, Premier Financial
Program Chair, Advocis, Westman (2006)
Brandon, MB
Removing Your Roadblocks was very well received and intrigued Financial Advisors to step out of the box and examine their practice in a completely different way. For me, Simon’s presentation caused me to really think and evaluate how my personally can influence and drive both my relationship to my practice and my relationship to my clients. The Leading Advisor web site provides ongoing support for continued advisor and practice development.
Robert McGuire
robert @ mcguirefinancialservices.ca
President, McGuire Financial Services
Vice President, Advocis New Brunswick (2006)
Saint John, NB
Simon's speaking presentation, "Removing Your Mental Roadblocks To High Productivity", causes you to critically reflect on yourself and your practice to determine if you are really achieving what you want out of your business. It forces the question, 'Are you honestly looking at building a business with a vision, or just making a living?'
Doug Knight
doug @ equinoxkelowna.com
Knight Financial
President, Advocis North Okanagan(2006)
Kelowna, BC
Simon’s presentation was excellent and he knew his audience, hit the important issues, was able to challenge us & blend it all with humor & love for the human spirit.
Ian Fordyce
IPC Investment Corp.
Williams Lake, BC
Simon is clearly one of our most passionate and inspiring speakers. We are pleased to be able to provide our audiences with Simon’s unique and scientific approach that shows financial advisors how to lay the foundation for a practice based on advising vs. selling, wealth management and referrals. By the end of 2006, Simon will have completed over 25 speaking presentations for Pro-Seminars right across Canada to hundreds and hundreds of financial advisors to nothing short of rave reviews.
Alex Nicholson
alex @ pro-seminars.com
Vice-President
Pro-Seminars
Beamsville, ON
Simon's years of experience in professional and business development really comes across, his professional speaking style is very inspirational and one really comes away with ideas and tools that they can implement into their business right away.
Frank C. Allen - CFP, CLU, C.H.F.C
frank @ mr-rrif.com
The Frank Allen Financial Group Inc.
Past President Greater Nanaimo Chamber of Commerce
Past President of The Rotary of North Nanaimo
Nanaimo, Canada
Testimonials from Canada Life Western National Accounts Conference - Bear Mountain, Victoria, BC - June 19, 2008
"Hit me when I really needed it. Some great ideas, and help with my stinking thinking. Great understanding into my unmet needs vs. my values and how it reflects in my business."
Gene Eberley
gene.eberley @ td.com
TD Waterhouse
Sherwood Park, AB
"I cannot verbalize the feeling but I was left with an unbelievable need to act. Simon gets ME without knowing me."
Chris Canavan
chris.canavan @ nbpcd.com
BMO Nesbitt Burns
Vancouver, BC
"Tangible tools for me and my business."
Jed Brezer
jed.brezer @ nbpcd.com
BMO Nesbitt Burns
Vancouver, BC
"Great energy. Interesting concept of removing roadblocks before planning. Thought provoking and great material."
Doug Salberg
doug.salberg @ raymondjames.ca
Raymond James Ltd.
Vancouver, BC
"Reinforcement of the need for the written plan for three years."
Glen Crawford
glen.crawford @ cibc.ca
CIBC Wood Gundy
Victoria, BC
"I enjoyed the passion you bring to your presentation. Content is fabulous. Positive ideas that appear practical and achievable."
Eric Schenstead
eric.schenstead @ cibc.ca
CIBC Wood Gundy
Edmonton, AB
"The energy and encouragement to re-evaluate my business and my daily life. Motivation - even though I first saw this presentation only eight months ago, this time it moved me immensely."
Colin Biblow
cbiblow @ credential.com
Credential Financial Strategies
Lloydminster, SK
Testimonials from Pro Seminars - Calgary, AB - June 17, 2008
""Very informative and would like to know more about it."
Samantha Dassanayake
ATB Insurance Advisors Inc.
sdassanayake @ atb.com
"Fire Start! Positive kick to the day, a great wakeup call Simon!
Mark Kotris
VIP Moneywise
markkotris @ yahoo.com
"Motivation to refocus and start applying some of the principles.
Roy McElhoes
Individual Broker
ramcelhoes @ shaw.ca
"I really enjoyed your material on how to get used to change, the importance of having a vision and commitment and how to provide great value to my clients."
Irvin Wilibnisky
Great West Life
irvin88 @ telus.net
"Your presentation was great. Better than I thought it would be. Liked your piece on getting back to basics and not trying to reinvent the wheel".
George Crofts
Independent Broker
gbcrofts @ telus.net
"Really liked your get serious approach about vision, marketing plan, and the discussion on the Top 40 concept.
Bill Janzen
Investors Group
bill.janzen @ investorsgroup.com
"Refreshing to again hear that we move ahead with positive thinking, and the need to focus.
Thomas Miller
Sunlife
thomas.miller @ sunlife.com
"Detailed, informative and flowed well together. Information is understandable and useable."
Mark Leeb
Leeb Sherwin Financial Services
mark @ leebsherwin.ca
"Energetic & factual & to the point. Great marketing ideas."
Sid Giroux
Giroux Financial
agiroux @ telus.net
"Very energetic speaker, talked about all the things we think but don't say out loud!. Very inspiring, loved the should list."
RCU Insurance Services Ltd.
mkindret @ rcuinsurance.com
"Great information to share with my agents regarding their attitude to recession and how to reach above it, to help their clients and show them a new vision."
Jennifer Simpson
jfsimpson @ rogers.com
"Dynamic, common sense and a personal way to talk about the truth. A definite kick in the pants to remind me of what I should still be doing after 47 years in the financial business."
Hill Radford
Hilldawn Financial Inc.
h.radford @ accesscomm.ca
"Energy, walking the talk examples, inspiring, passionate - I believe that Simon wants us to be better. I love the should list, I will implement it this week."
Andrea Hansen
Wiegers Benefits
andrea.hansen @ wiegersbenefits.com
"The positivity of the presentation - is great to hear an excellent message."
Samantha Varner
ATB Insurance Advisors Inc.
sam.varner @ hotmail.com
"Should list, high touch and vision, get used to change, be a good messenger of good news, set an example for your clients. A passionate wakeup call about community with clients, that it takes constant work and adaptations to change."
Michael Stasyna
New Life Capital Corp.
mstasyna@newlifecampitalcorporation.com
Testimonials from IFB - Toronto, ON - May 27th & 28th, 2008
“We were able to get so much more out of his presentation because he took the time to engage the audience. He understands our needs. Good Job! I now understand how human psychology has an impact on the financial services professional.”Eldean Dickenson
Wheatfield Financial Group
wheatfieldfinancial @ yahoo.ca
“Very eye opening to identify what road blocks I am experiencing currently in my professional life. The clarity you provide is exceptional.”
Katherine Irving
SFS Financial Inc.
kirving @ mccarthysidlergroup.com
“You have inspired me to get back to basics after 20 years in the business. The passion in which you operate and it rubbed off on me. Even though I am “busy” with an assistant I feel like I am “retired”.”
Sandy Theys
Theys Insurance Ltd.
sandratheys @ simpatico.ca
“Dynamic presentation. Insights on unconscious thoughts that prevent advancements of goals.”
Maurice Labell
Manitoulin Financial
mlabell @ queensbury.com
“Refreshing! It truly brought everything back into focus. A reminder on goal planning more often and how to schedule the time. I really enjoyed the ideas of how to provide little extras for clients – concierge service – favorite wine, magazines, etc. Wonderful ideas!”
Debby Austin
ETFS
debby.austin @ etsinc.com
“Very Inspirational. Excellency in presentation that motivates me to work again.”
Patria M. Quisao
patmquisao @ yahoo.ca
“Really enjoyed your frankness. I really liked the material on forgiveness – that a part of your success can be achieved through meditation. Believing you are a success to be successful.”
Terry Grant
C. Mac Lessen Limited
tgrant37 @ cogeco.ca
“Spoke to the point, that I knew was stopping me – a push I needed. Fear of self.”
Keith Patterson
Debt Freedom
bkpat27 @ gmail.com
“Good – a lot of information. Excellent – coaching system.”
Sam E. Luong
GI Financial
sam.luong @ gtfinancial.ca
“Well done – uplifting and made me realize I’m missing parts of my own wants, needs and vision. Very inspirational. Lack of exposure and do not go through the expense of advertising.”
Paulene Deifel
Partners in Planning ES
pdeifel @ pipfs.com
“Forces you to look inward. A quick summarization of my business goals. Focus.”
Geoff Burman
Broker Advantage
gburman @ brokeradvantageinc.com“You break down the negatives of the business, and you really made me think about my business.”
Rick Van Allen
Freedom 55 Financial
rick.vanallen @ freedom55financial.com
“Humorous with excellent statistics and quotes – uplifting – made me look at my business differently - for the better. Phrase “what are your priorities?” – can and should be ahead of 1st client meeting.”
Joel Cadesky
DOT Integrated Financial
joelcadesky @ dot-if.com
“Gave me the insight to set a business plan and set goals. Your material is thought provoking.”
John Chennoth
DKC Insurance and Financial
johnc @ dkcgroup.com
“Your presentation was based on strong facts, things people can relate to. He confirmed that it is possible not to be afraid of the unknown.”
Cherry Kahn
flexcap @ xplornet.com
“Your passion and conviction for what you stand up to fight to make our profession better, is outstanding. I really enjoyed your material on the complete list of building a foundation for your business.”
Kevin Cahill
Kevin Cahill Financial Services Inc.
kevin @ Cahillfinancial.ca
“I was inspired. Knowledge about myself and what is preventing me from asking for referrals.”
David Moore
John Moore Insurance Broker Limited
dmoore @ excalibur-insurance.ca
“Your presentation was the best of the entire Toronto Spring Summit.”
Rachel Valliere
Taylor Financial
rachel.valliere @ simpatico.ca
“Candid. You make sense.”
Bev Mazza
Partners in Planning
bev.mazza @ rogers.com
“High energy – to the point. Don’t let yourself slip into taking it easy. Use an assistant.”
JD Smith
SD Smith Insurance
jds @ jdsmithinsurance.com
“The truth about why we don’t move forward in our business – personal needs not being met. Understanding the negative sources that exhaust us daily.”
Kim Seipt
Freedom 55
kim-seipt @ freedom55financial.com
“It awakened the driving forces that have kept me in this industry for almost 30 years. We have all the tools we need including an excellent infrastructure and support team.”
Simon G. Hecks
Charter House Financial Group
simon @ charterhousefg.ca
“Simple to the point – direct to the core, most concepts are based on what the word of God says for man to live.”
Coreen Helder
Everest Funeral Planning & Concierge Services
coreenh @ rogers.com
“Reinforced what I know yet needed to hear again. The importance of being a life insurance advisor.”
Monica Olenroot
DCH Insurance Services
monica @ dch.ca
“I have the knowledge and desire, I lack the vision and need to understand my values and set my goals. Simon reminds you that you’re in control, you need a vision and set goal to achieve it.”
Jim Brough
Edward Jones
Jjm.brough @ edwardjones.com
“Insightful and very current information. Simon is a very engaging speaker with great examples. He held my attention the whole time.”
Michael Brattman
Cowan Insurance Brokers
michael.brattman @ cowangroup.ca
“Loved the mix of pictures and quotes.”
Jennifer Davies
DNA Financial Logistics
jdavies @ cogeco.net
“Very well done. Covering unmet needs, want to know more.”
Beata Krativk
Noble Group of Finance
Bkratiuk @ on.aibn.com
“He is well rounded, and knowledgeable about spiritual truths. Great marketing ideas and practice ideas.”
Simon Maxwell
Maxwell Insurance
simon @ maxwellinsurance.ca
“High energy speaker. He provided the answers to my personal issues affecting my business.”
Larry Gilks
Freedom 55
larry.gilks @ rogers.com
“Could relate to you. Down to earth.”
Domenic Ferreri
Domenic Ferreri Investments
domenic @ domenicferreriinvestments.com
“Wake up call that I can do what you do.”
Bill Cryderman
Cryderman Insurance Brokers Ltd.
weinsure @ crydermaninsurance.com
“Excellent, information, invaluable. Seeing that there is a way to improve my current business.”
Paul B. Koehler
Prism Financial Group
pbkoehler @ hotmail.com
“Open and to the point. A wake up call to get back on track.”
Andrew Hall
Mitchell Sandham
ahall @ mitchellsanham.com
“Your dynamic presentation emphasized your abundant information and quotes. I didn’t’ expect the spiritual content of your presentation – thank you.”
Keith Sutherland
Totally Diversified Financial Services
kesuth @ simpatico.ca“High energy presentation. Insight into some roadblocks that I am experiencing, and that I’m not alone.”
Lori Hill
lori.hill @ routcom.com
“Your enthusiasm and knowledge. That I am using some of the ideas already that I didn’t know were helpful.”
Marni Hefner
Dot Integrated
marni @ dot-if.com
“Inspiring. Setting values. Reinforcement of my abilities and the things I am doing right.”
Muneer Habib
Aimm Inc.
muneer.habib @ aimminsurance.com
“Very informative. Motivation through examining existing roadblocks.”
Rob Malone
robmalone @ hotmail.com
“Excellent, forces us to think about what we are doing. The simplicity of the approach.”
Tony Guarini
Unity Managing Underwriters Ltd.
tony @ umu.net
“Very informative, knowledgeable, clear, motivating, - speaker very energetic.”
Rosemer Enverga
Allied Partner’s Ins. Agency
raenverga @ hotmail.com
“So many excellent concepts to reflect and then act on. Very interesting, you concept of unmet needs and how this affects how one works in the business.”
Robert Robinet
Robinet Financial Services Inc.
robert_robinet @ rfs.ca
“Great presentation. The clarity and fast pace of the presentation.”
Bruno Minicucci
Unity Realty & Insurance Inc.
unityinsurance @ rogers.com
“Tips given to stay positive while facing the looming recession. Ways in which to communicate clients needs to them. Many similar pieces of advice as ‘The Secret’.”
Nicole Robins
Milmine Insurance
nicky.robins @ hotmail.com
“Loved your style, energy, knowledge and enthusiasm! A confirmation and refocus on my business values and living style.”
Gavin Laws
Laws Benefits Inc.
gavinlaws @ rogers.com
“Well presented with good content for everyone.”
Rosemary Pullman-Richard
rpullman-richard @ simpatico.ca
“Your presentation directly addresses in a rather practical way the factors limiting successful activity. I attended with an open mind and thoroughly enjoyed the passionate and deliberate manner.”
Byron W. Henry
Primerica Financial Services
evangel99 @ simpatico.ca“You strike at the bull’s eye.”
Don D’Soula
Knights of Columbus
donkofc @ simpatico.ca
“Simon, you are very motivating. You present information in a useful setting. Great energy; and I understand the need for a coach to help me grow my business.”
Diane Chetram
Great Wealth Insurance & Financial Services
dianechet @ yahoo.ca
“Great motivation!! Best speaker so far!”
Rey X. Olamit
Allied Partners Insurance Agency
reyzolamit @ rogers.com
“Positive, upbeat, truth. Realized my shortcomings.”
Tom Quirk
Mitchell Sandham Ins.
tquirk @ mitchellsandham.com
“Excellent and enlightening presentation. Thanks for the mental house cleaning.”
Ferdinand Montes
fcmontes @ rogers.com“Excellent and inspirational presentation.”
Joanne Markanastasakis
Active Wealth Management Inc.
joannemarkanastasakis @ awmi.ca“Energy of speaker, practical info, excellent overhead, great and useful advice.”
Jocelyn Rosos
Liland Ins. Inc.
jrosos2002 @ yahoo.ca
“Thought provoking, reinforce my own thoughts – a kick in the butt to smarten up.”
Bill Hedderson
Bill’s Financial Services
hedhome @ cyberbeach.net
“To look at different approaches/ be open. Blunt presentation.”
Russ Bastow
Russ Bastow Inc. Brokers
patricia @ bastowinsurance.com
“Dynamic presentation. Best pep-talk I’ve heard since companies did away with agency offices.”
Edward J. Uhraney
Uhraney Insurance
eulife @ 295.ca
“I liked everything in the presentation especially the marketing aspect. It is so helpful in my business. I didn’t expect that by attending this presentation, I will get the free e-newsletter.”
Marilou Gelacio
360° Financial
marigel @ yahoo.ca
“Simple workable ideas that could be easily implemented. Staying alert after lunch and being interested in every word you spoke.”
Jennifer Whittier-Haswell
360° Financial
ajenna @ rogers.com
“Various, specific examples. Creative, speech and recording MP3. ‘Secrets’ I just read.”
Jimmy Lee
Unison
jlee @ unisonins.com
“Good presentation. Eyes wider open.”
Ralph Laxton
SunLife
ralph.laxton @ sunlife.com
“You deal the core/cause of the situation. The right vibration.”
Steve Marks
Primerica Financial Services
stephen.marks @ sympatico.ca
“The info on the slides and your personal presentation. Lots of powerful, pertinent life and business enhancing strategies.”
Taul Singh
Rick Auckbarauli’s Corporation
ts2007 @ rogers.com
“Pertinent quotes. This is the second time I have seen you speak. You have interested me enough to see the ‘Removing Your Roadblocks’ presentation again.”
Joe D’Aurizio
Dundee Private Investors
jdaurizio @ dpii.ca
“Good speaker – knows his stuff. Vision and written plans must be done to measure your self.”
Jeff Hearn
LMS Prolink Ltd.
jhearn1029 @ aol.com
“Re-energized me to get back into business mode, after a maternity leave. Figure out what I am afraid of and get over it.”
Kimberly Doyle-Fraser
doylekimberly @ hotmail.com
“Your energy is fantastic. Thanks for the reminder of the basic principals to work on in my business, and for the reminder to believe in myself.”
Greg Bouskill
Financial Awareness
greg.bouskill @ financial-awareness.ca
“Very positive and empowering message. Recognize I have to eliminate fears to improve myself.”
Tim Cassell
timcardinaloffice @ ripnet.com
“Made me get a positive outlook about the future of the financial services business. You have always been excellent every time I see you, so there was no reason for me to not expect the best.”
Nelson D’Silva
Advent Financial
ndsilva @ adventfg.com
“Great knowledge of topic. Speed of presentation, interaction between the speaker and the audience was great. A riveting presentation. Truly an awakening experience.”
Patsy Clyke
Group Services Insurance Brokers
patsyc @ medipac.com
Testimonials from IFB Calgary Spring Summit - Calgary, AB - April 24, 2008
"You address the core values to success in this business which is great. I really enjoyed the simplicity yet value of your information in your presentation."
"You hit it dead on - you showed me what I was doing was wrong and what I should be doing in my business. You showed me a way out of my rut. Thank you!"
"Great advice, it explains a lot of what is going on in my business. You have great information about us as advisors and how it can help us."
"Great value!"
"Your enthusiasm for what you speak about is fabulous."
"You are passionate, and your material is practical. I really like the 'addicted to selling'."
"Inspiring."
"Enthusiasm, energy, and great advice."
"Your delivery is so enthusiastic and full of passion about your material. You offer valuable insights about unmet needs and how they hold us back as advisors in business."
"Great speaker. Thanks again for the confirmation on the power of my belief system."
"Good speaker."
"A great presenter with a fresh outlook."
"Love your enthusiasm for this industry."
"Great tips, love your energy."
"Thanks. You reaffirmed that what I am doing is on track."
"Powerful speaker, you held my attention. Excellent speaking with enthusiasm and humor and you definitely have passion about what you speak about."
"Very motivating presentation, and many truths in what was said."
"The problems you discuss in the industry are real and I really connected with your material."
Testimonials from Freedom 55 Financial - Parksville, BC - April 18, 2008
"All that you talked about is completely in sync with the roadblocks that I finally realized about myself in the last three months. I have begun to make changes and they mirror your process. The additional piece I'm missing is the material you covered on the power of unmet needs.""I really liked your focus on values and how it relates to business."
"Consistent understanding of the Law of Attraction….. 'you are what you think.'"
"Incredible enthusiasm!"
"Really interesting subject of dealing with unmet needs and values and how your business is reflected. I've realized that I do need an 'outside' person to speak with in regards to my business, and I look forward to speaking with you."
"Organized and concise, fascinating material."
Testimonials from Pro-Seminars - Saskatoon, SK - March 20, 2008
"You kept my attention - great speaker!"
"The material on unmet needs and how to get referrals was excellent. Thanks for the reminder about the importance of setting goals, doing my vision, and having a positive attitude."
"You have great enthusiasm for what you do."
"You provided an overall plan to improve my business - material I can use now, thanks."
"Very truthful and enjoyable presentation! Realistic topics - back to basics. Very positive and encouraging, thank you very much."
"A reminder to deal with the roadblocks in my business. I feel inspired now to make changes. A great presentation!"
"Up beat and on the mark. Excellent material. Thanks for the insight into myself and what is holding me back in my business."
"Very upbeat. Great speaker."
Testimonials from Advocis Calgary Chapter - Calgary, AB - March 19, 2008
"I really enjoyed the focus on core issues and my needs in the business, and how the focus on my thinking and how it influences my behavior and the outcomes within my business."
"Enthusiasm and lots of common sense! Thanks for the reassurance that I’m doing some of the things right. I’m now 80 years old and enjoying a very successful practice - a reward of 54 years in the business. You would be terrific at the Banff School!"
"Topical and full of informative content, smooth, continuous and logical. An excellent presentation. I really liked the focus on the areas to improve and the framework you offered for implementing solutions."
"You get into an area that is often overlooked and ignored. Great material. Thanks for the review of what we need to do more consistently."
"Great enthusiasm and insight."
"Your energy and passion really comes through when you present."
"You have a different approach to change, and it was very insightful."
"I love your energy, knowledge and dedication. A great presentation."
"Good ideas about Values and Business Plans for the business. Also how to include staff in business plan and how to give them recognition, great material I can use now."
"Good clarification of what values are versus unmet needs and how this affects my business. Your presentation was so much better than the usual presentations we hear."
Testimonials from Pro-Seminars - Edmonton, AB - March 18, 2008
"You made me rethink my business."
"Thank you for a great presentation. Call me I am very interested, I'm looking for a coach for my team."
Testimonials from Pro-Seminars, Vancouver, BC - March 13, 2008
"I really liked your concept of - you don't want to be planning when disaster strikes. Face my fear and start something that frightens me. Simon you are though provoking and so positive, thank you."
"Well prepared, very informative and practical."
"Everything was very helpful and much appreciated."
"Your material is very practical and your delivery is very passionate."
"Your energy is amazing."
"Thank you for the positive message."
"Your personal stories helped humanize your points. I was pleasantly surprised to get enthused and inspired by your presentation."
"Love your straight up attitude - no B.S. Your presentation is clear and concise."
"Thanks for the business and life tune up! You've got some great ideas and you are very inspiring."
"You woke me up. Yes these are all the things which work well and I quit doing them over the years. Thanks for the reminder of what I need to do to get back to doing what I do best."
Testimonials from Pro-Seminars - Toronto, ON - March 5, 2008
"Thought provoking content."
"Very informative and inspirational."
Testimonials from Pro-Seminars - Kitchener, ON - March 4, 2008
"Really enjoyed your enthusiasm and the theme which I think can be internalized. Energy coming from Simon and moving to the audience was fantastic."
"Your material is relevant, believable and delivered with the utmost clarity. Thank you for the insight and for the actions that I can take now in my business."
"Your enthusiasm is great, and your I enjoyed the clarity of information."
"Thanks for the reminder to have written plans and goals."
"I really liked the focus on what we think determines how we feel which determines our actions or inactions."
"Your passion when presenting is fabulous."
Testimonials from Canada Life IDC University Day - Toronto, ON - February 14, 2008
"I understand now why it is so important to have a vision for my practice, the value of having a journal and looking back at my success over the last three years."
"Your presentation and concepts and ideas are so real to our industry. I had a sense of rejuvenation and I am left truly inspired to empty my mind."
"I truly get how roadblocks can really prevent you from succeeding and what important things that I should really be focusing on."
"You gave us tips to use when we leave here. I have been to other presentations on the Law of Attraction, and I always enjoy hearing about LOA at any time. Thank you for sharing."
"I really enjoyed your 'scientific spin' in your presentation, and also the information on the importance of having a Vision."
"Thanks for explaining the importance of having a vision for my business. Your enthusiasm is fabulous."
"You shaked and waked us up."
"Awesome presentation and encouragement for what we are doing."
"Thanks for making my thoughts organized and refreshed again. Now I know what I need to do, and what qualities I have to offer. I really enjoyed your insight into unmet needs and how that keeps me back from doing what I need to do to grow my business."
"Great motivation - The Power of Being Positive. I really liked the piece you explained about giving thanks and inspiring your vision."
"An eye opener presentation!"
"What I liked best about your presentation was the concept of unmet needs and their consequences - how it effects life and business."
"I got inspired by the speaker and the presentation."
Testimonials from Pro-Seminars - Vancouver, BC - January 16, 2008
"I loved how you explain the importance of having a Vision for your business."
"You are very inspirational."
"You offer a new twist - great material."
"Very inspiring and great energy. Really liked your repetition, as it helped to hit the points home."
"A thorough and great presentation, really enjoyed listening to your message."
"Excellent stories and you are an articulate presenter."
Testimonials from Pro-Seminars - Calgary, AB - January 14, 2008
"I really enjoyed the explanation of unmet needs, and I have come away with an understanding of why I am reluctant to plan. Thank you."
"You are a great speaker."
"Thoroughly enjoyed the energy of the presentation and the quality of the information and the speaker."
"Thanks for the reminder that "energy" is the drive of my business."
"Great useful information that I can use now."
"Interesting explanation and emphasis on the importance of self limiting beliefs."
"The content of the presentation was outstanding."
"Very valuable material."
Testimonials from Pro-Seminars - London, ON - January 9, 2008
"Positive message, great presentation."
"Your energy is fantastic, and your material makes sense."
"Loved the comparison you gave between a financial advisor and a financial survivor."
"You offer a complete reverse of the standard thinking for success - loved it."
"Your material is thought provoking."
Testimonials from Pro-Seminars - Toronto, ON - January 7, 2008
"Emphasis placed on strengthening self from inside out and how this will help in our business now."
"Simon this is the 3rd or 4th time that I have seen you speak, and I enjoy every presentation you give. Today, you gave me absolute clarity. Thank you."
"Thank you for your energy and your message."
"Very interesting material."
"Clear and so insightful. Logical. You reached all of the audience. Excellent material and well presented."
"Simon's energy and encouragement are fabulous. The principles and information presented today is to be applied to my personal and business life. Thank you for helping me to identify the areas that I need to change and the need to write down my vision, purpose and mission."
Testimonials from Pro Seminars – Vancouver, BC – November 26, 2007
“A clear message with an understandable roadmap for success. You are a fantastic resource to help recreate my methodology and ignite my business."
"The depth of your material is remarkable. Your information is realistic and important."
"Great stats and information on our industry."
"Your explanation on how it’s not about you. It’s about the client and their needs. That was great insight. Also really found helpful the information you provided on how to ask for referrals and provide the best service."
"Great enthusiasm and conviction."
"Your material on unmet needs made me really think and evaluate what are the blocks that I am facing to my own success."
"The best part of your presentation was that it spoke to me, and where I need help.”
Testimonials from IFB Toronto Fall Summit – Toronto, ON – October 23 & 24, 2007
“Good inspiring presenter with a great message.”
“You talk about the truth about success and succeeding in this business, what a great positive speech.”
“Loved your insight.”
“The frankness of your presentation – very direct – very good.”
“Your material is fresh and real. It was well worth the drive to hear you speak!”
“Your presentation is fabulous, and is so audience-centric, you really had us engaged. You offer a new view and perspective on this business, thank you.”
“Great message and your enthusiasm is infectious.”
“Delivery is so powerful, your message is awakening and easy to understand. I’m hungry for more and I look forward to speaking with you.”
“You are energized, passionate and so charismatic.”
“Many great ideas to invest in your business, it was the kick in the butt I needed to re-plan and get going again.”
“I loved everything about your presentation – it has changed my business perspective. Thank you.”
“The connection you make between our values and unmet needs and the interrelationship with my effectiveness as a financial planner and business owner was most insightful.”
“You were loud, clear and awesome. Great presentation, I learned a lot.”
“You opened up my mind to be more passionate about my business, and you helped me identify the roadblocks I’m facing in my own business.”
“Great practical material.”
“Thank you for the opportunity to receive a bit of coaching to improve my business and my life.”
“Your enthusiasm is infections.”
“Really loved your energy, the practical advice, the stories you told and the reality of what you are saying. Thanks for the confirmation that I’m doing things right, but that I can still improve in some areas.”
“Thought provoking and extremely informative. Really enjoyed your presentation because it was different, and your so enthusiastic about this industry.”
“You gave a correct perspective about how business is to be conducted in the financial industry. Your material is very comprehensive.”
“It forces you to self examine. Thanks for the new perspective on my business.”
“You offer clear guidelines on how to grow your business.”
“Loved your energy and your confidence.”
“Thanks for the reality check and the strong ideas.”
“I learned something new.”
“Great examples used when you explain the information you are presenting. Your energy is outstanding. Great job!”
Testimonials from Advocis Northwestern Ontario Chapter – Thunder Bay, ON – October 19, 2007
"We are going through many changes in our industry – and your material hits the nail on the head! You’ve got the answers to the multiple issues we face in our business."
"Your focus on values and business, and how they are intertwined is fascinating."
"You go straight at the issues. Back to the basics of what is really happening in our industry. I really liked what you said, 'I don’t want to hear your excuses – Let’s just get you successful.' "
Testimonials from Pro-Seminars – Toronto, ON – October 18, 2007
"You are a dynamic speaker, and your material is thought provoking and motivational."
"I loved the material on asking for referrals. I can use this now."
"You’ve got great energy as a speaker and your material is excellent."
"Inspiring."
"Your material is a fantastic tool to enhance my business."
"The energy and the information that was presented was fantastic. The interaction with the group in the room was uplifting."
"The energy you give, the understanding you have of our business, you are a great mentor."
"Great presentation."
"You give practical solutions to the challenges we are facing in our business."
"Your enthusiasm and energy is fantastic and your content is great too!"
Testimonials from Pro-Seminars Winnipeg, MB, October 3, 2007
"Your positive energy is amazing."
"You have reaffirmed that I am on the right track. Thank you."
"I’ll be taking a look at your website, it looks like a great resource location."
"You reminded me of why I got into this business, thank you."
"You are inspiring."
Testimonials from Pro Seminars – Kitchener, ON – October 2, 2007
"Energizing. Spoken in a new way!"
"Your enthusiasm and commitment to your beliefs really comes through in your presentation."
"Thank you for sharing your time management tips – I’ll start using them right away."
"You are very positive, motivational, and you are the ‘real deal’."
"Your material is so refreshing."
"Empowering and uplifting. Thank you."
"Very well presented. Nice to be refreshed on a lot we have forgotten or we forget about."
Testimonials from Pro Seminars – Vancouver, BC – September 20th, 2007
“A very powerful, motivational presentation. Thought is everything.”
“Energy; how to think about roadblocks and possibilities.”
“Energy. Clarity of my own thinking helped me sort out my priorities. Thank you! Value added tips on successful best practices, time management and thinking ‘inside out’.”
“Your enthusiasm is fabulous and lots of thought provoking material. Makes one think of their vision and goals. Although I only work about 2 days a week in the insurance business since I returned from management I realized that I can make those two days even more productive.”
“I can relate to some of the examples and points. I realized that I have a lot of work to do to improve myself.”
“Presenter had good presentation skills – great speaker – inspiring. Inspiration about planning my future.”
“Helps analyze my situation at present.”
“Enthusiasm – logical explanations.”
Testimonials from Pro Seminars – Edmonton, AB – September 17th, 2007
“Gave me time to start thinking about what I should be doing with my business.”
“Superior public speaking ability – message.”
“I have too many unmet needs – a plan.”
“Information regarding personal behaviors which limit growth – win the approval.”
“Informative. I need an open mind.”
“Gave wisdom”
Testimonials from Pro Seminars – Las Vegas, NV – September 11th, 2007
“The energy and true to life things. Humor, energized speech, real life truths – he was excellent.”
“Emphasis on planning, reinforcement on importance of vision “purpose”; planning.”
“Focus on inner work”
“Keeping it positive – the % of advisors who are not happy”
“Well put together”
“It speaks the truth and motivates people”
“The message, very thought provoking, made me re-evaluate my business.”
“High Energy”
“Focus on missing link. Reminder of 60’s message vs. today and how the world has changed. Are you awake?”
“Better focus on the building structure of my business and what to expect from the industry.”
“Content was excellent, so was presenter, discussion of limiting beliefs. A fire in the belly to make, true significant change by becoming consciously aware of values.”
“Emotionally “retired” people need to hear this and learn love and passion of what you do = success. Great to gain confidence by learning a bit about how to directly ask for a referral.”
Testimonials from Pro Seminars - Toronto, ON – August 21st, 2007
“Touched on some of our current issues and concerns affecting our 5 year plan – possible help/ coaching with building that 5 year plan custom tailored to my beliefs, needs and resources.”
“Honest delivery of personal roadblocks that I personally face, made me look inward. Recognizing that I have the same fears/ insecurities as everyone else. “
“It got me thinking about things that kinda-sorta should be obvious, yet they get buried out of fear and convenience.”
“Regarding overcoming, asking for referrals… a buffer day is for preparation. I spent 10 years with Dan Sullivan. Talking about getting referrals.”
“About asking for referrals/ satisfying unmet needs… a hue opportunity by getting referrals.”
“Simon’s enthusiasm. Useable suggestions now! I expected a “product oriented” presentation, rather than what I heard which was “helping me to help myself”. Nice surprise.”
Testimonials from Pro Seminars - Calgary, AB – June 19th, 2007
“The eye opening reality check for my own business. I did not know what to expect so let’s just say I am blown away at the timeliness of this.”
“Excellent! Inspiring from the inside out. Refreshing outlook. Living with gratitude. You get what you focus upon - have an attitude of gratitude, importance of operating with empowering beliefs.”
“Very inspiring and specific to our industry for planning and success. Good practical information for a person 39 yrs in industry who is still growing (me).”
“Powerful speaker – very motivational.”
“Energy & Passion.”
Testimonials from IFB Toronto Summit - Toronto, ON – May 29th/30th, 2007
“Motivational! – Good Speaker. Motivations/ Planning for future goals now not later."
“Your Passion!!! You have definitely moved me to Greater Action! Thank You!”
“Dynamic presentation. Basic tools presented will be used to develop a foundation for my business.”
“Simon’s energy and passion – excellent action steps.”
“Excellent – well done. Info on preparing a business plan for the future.”
“It asked me to think about what I was doing and allowed me to take time out to do just that …. think! – Energy”
“Simon had great energy during the presentation.”
“Informative information – a desire to set goals and know my values.”
“Simon articulated many concepts in which I believe and which I have incorporated in my book.”
“Quick pace, humor, motivation”
“Inspiration to keep focused and how to set goals. Importance of setting a vision and where you are going in the next year.”
“Energy plus thought process, inspire your vision – good points.”
“Dynamic nature of presenter. New ideas.”
“Inspiration to look forward and how to reduce negative outlooks. Simon was a very inspiring speaker.”
“Made me take a look at what I am doing – a wake up”
“Inspiration – Common Sense”
“Simon tells it like it is! Thanks”
“Your passion to help others. Insight into the concept of unmet needs.”
“Well done, good pace. Reminded – Power of passion.”
“Passionate speaker, kept it simple – bring back the basics – plan and ask for referrals.”
“Removing the Roadblocks – it can be done!”
“Made me think about making some major lifestyle and business changes.”
“The content and Simon’s energy or enthusiasm. I’m inspired to do the things Simon recommended.”
“Thoughts are real forces! Take Action”
“Informative – well illustrated.”
“Excellent, better understanding of my behavior.”
“Everything, but mostly the positive energy and passion – ‘thoughts are real forces’.”
“Forced my thoughts to ‘macro’ view. Reminded me about how I limit myself. Reflection on valuing our assistants.”
“Excellent Presentation”
Testimonials from Advocis – N. Central Saskatchewan Chapter – Saskatoon, SK – May 24th, 2007
“Wow. Unmet needs discussion hit home.”
“Upbeat, fresh ideas – ideas to help me more to the next level.”
“Reminder that ‘planning” my business is the most important and defining my values.”
“Wasn’t just motivation. Realistic – there are road blocks and discussed how to overcome them.”
Enthusiasm. Reminder to take regular time to jump off the treadmill to think thru what needs to be done-the need to review unmet needs.”
“Positive thinking – writing down a list of to do’s – prioritize.”
Testimonials from Advocis Durham Chapter – Oshawa, ON – May 17, 2007
“Energy, edge”
“The passion – cutting to the root of the problem. Simplicity.”
“Your energy and passion. Concept of unmet needs of approval – determine your values.”
“Inspired to continue to plan and expand with business with my 3 assistants and hire a sub-agent to help. Motivated – plan more quarterly than just annual and long-term.”
“Perspective! Insight to where I can go and value – I need to build.”
“Very alive and communicative – some excellent ideas I can use immediately.”
“Reinforce what you need to do to be successful.”
“High energy – vision – passion for the business and how to take this to the client by asking tough questions.”
“Just do it. Make an appointment with yourself. Top 20 clients. Be accountable for your actions.”
“Enthusiasm, content. The concept of unmet needs and roadblocks.”
“I liked the part where you talked about self-awareness and the value you can bring to the clients. I loved your presentation.”
“Great ideas. Enjoyed your presentation – well done.”
Testimonials from Advocis - S. Saskatchewan Chapter – Regina, SK – May 10, 2007
“First time anyone has tied personal growth with business success.”
“Ideas that success is limited, about unmet needs.”
“Lots of content, well presented. New concept for self analysis.”
“The chance to stand back from the technicalities of what we do to examine why we do what we do”
“Upbeat, informative – different point of view and method of thinking”
Testimonials from Pro-Seminars – Vancouver, BC – May 7, 2007
“Fast paced and engaging. The ‘excel’ process to clear your mind, categorize, then sort and prioritize – very, very useful.”
“Dynamic, engaging speech.”
“Very informative and topics well presented. It reinforced my love of the business.”
“Removing your roadblocks, I’ve never realized my roadblocks until I’ve read it in black and white. The presentation really inspired me. It reinforces all the teachings/ lessons from my AGA.”
Testimonials from the IFB Alberta Spring Summit – Calgary, AB – April 13, 2007
“Keen insight to the advisor’s mindset, offered solutions”
“Energy”
“Great information on things we don’t think about that limits our ability to increase our business. Understanding that subconscious affects sales ability.”
“High energy – well presented – I liked the focus/ emphasis on values, the critical importance of addressing ones beliefs/ mental roadblocks. Wow! The presentation that I needed to hear right now.”
“Your passion and perceived value.”
“Informative and targeted session – feelings of increased vision and clarity.”
“Bringing awareness to my “coasting” – I’m not working my values.”
“Talks about vision and asking for referrals and talks about un-met needs.”
“Enthusiasm – focus on values. Ideas that will help me work with my assistant.”
“Moved along really well – good info with great passion.”
“Helped me to recognize my road blocks. There is help out there. Motivation.”
“High energy presentation – new ideas on self-motivation.”
“Tips on how to make changes now re: categorizing and priorities. High energy presenter.”
“You talked on topic with energy – positive energy.”
“Mental road blocks – understanding unmet needs may be holding me back.”
“Quality of info and energy of presentation.”
“Enthusiasm/ importance of planning and recruiting. Importance of “niche” rather than spreading ourselves too thin with too many products.”
“Inspirational, easy to listen to”
“Great Info – Motivation”
“Excellent ideas and review of “value” planning vs. unmet needs based performance”
“I liked the way you spoke and presented with passion. Ideas of how to work with my assistant. The importance of knowing and understanding my values.”
Testimonials from the IFB BC Spring Summit – Vancouver, BC – April 11, 2007
“Excellent”
“You are a high energy presenter – good fast pace – Thank you!”
“Energetic speaker”
“Energy – positive spin”
“Good ideas”
Testimonials from Pro Seminars – Winnipeg, MB –April 4, 2007
“Good energy and expertise. Excellent presentation – The genuine enthusiasm of Mr. Reilly.”
“Thought provoking – planning for 90 days, removing roadblocks.”
“Your energy. Two ideas 1) short term goals, 2) values, values, values.”
“Got me excited again – values and behavior.”
“How one can obtain an excellent program to help obtain success. The fact that there is so few advisors in the system.”
“Total information package, good chart presentation.”
“Good speaker – lots of info.”
“It made sense - the motivation issues vs. unmet needs, time management, the whole picture.”
Testimonials from Pro Seminars – London, ON –April 3, 2007
“High Energy”
“Good energy, confirmation that the sales coaching I’m providing is dead on.”
“Very upbeat –very clear, simple, fresh perspective.”
Testimonials from Pro Seminars – Vancouver, BC – March 29, 2007
“Your energy – passion about what you do.”
“I liked the 7 values idea. Some good books to read.”
“Informative and flowed well”
“New perspective of stuff I haven’t heard before…interesting! Free tips on how to succeed in my business – thank you.”
“Identify underlying limiting beliefs – I forgot that my beliefs and insecurities project onto my clients.”
“Honesty….an awakening”
“Opening up the doors to more success – knowing if you follow the plan for success you will be successful.”
“It was all good (best presentation so far)”
“Wake-up call, made me realize or remember previously motivated causes… to be energized again.”
“Idea for setting short term goals”
“4th or 5th time to watch your presentation and always enjoy your enthusiasm, I always expect and know that my batteries, at age 72, will be recharged – thank you.”
“Energy, insight, honesty, confirmation that a sincere value system and PMA gets results, feels good.”
“7 steps to remove roadblock - the importance of clarifying my vision before I can clarify and achieve my goals.”
“Energy, new ideas, realistic. Down to earth insight. Emotional intelligence on part of the speaker.”
“You cut through my clutter. That it’s not too late to re-ignite my passion.”
“Defining your vision and goal setting – ideas about rekindling motivation/ focus about the business.”
“Strong motivating speaker, lots of energy. Very quick presentation.”
“Good review of business building fundamentals.”
Testimonials from Pro Seminars – Edmonton, AB – March 21, 2007
“That I need a coach.”
“He had his finger on our problems and was able to communicate that – confirming some of the thoughts I had already in respect to ABC client status.”
“Got a person thinking about becoming remotivated, as I am not ready for retirement.
“I related to many of the ‘roadblocks’ – hope”
“Well outlined presentation.”
“The energy & positive suggestions, reference to thoughts are energy & positive results.”
Testimonials from Pro Seminars – Saskatoon, SK – March 20, 2007
“Made me think about my 60 day – 10 year plan and also look at my unmet needs”
“Uplifting presentation – very powerful – excellent speaker”
“Honest. Insight into myself.”
“Your very straightforward talk, your approach was different and kept our attention especially re: unmet needs.”
“The excitement and honesty; need to focus on vision & values to move forward.”
“Good speaker. Very enthusiastic about his presentation – the importance of a clear vision and the factors that cause you to not always see it.”
“Common sense approach – woke me up how to run the business properly.”
“How to learn more about our self – how to remove roadblocks, someone can help us.”
“Concept of unmet needs.”
“Truth – recognizing limiting beliefs.”
“Understanding that beliefs can hold you back.”
Pro Seminars – Toronto, ON - March 7, 2007
“Very interesting, things that you didn’t think about or realize that are so simple prove to be so huge – value, behaviors, etc.-wanting to think differently about work and even daily life. Excellent presentation.”
“It was inspiring – created the need for me to do more in the right manner. Good ideas that I could cultivate.”
“Simple, easy to understand.”
“Opened my mind – knowledge on values and unmet needs.”
“Provided ideas of how to improve my business; the depth of the ideas and the simplicity of implementation.
“Excellent presentation all around.”
“Discussion, presentation on values - very informative.”
Pro Seminars – Kitchener, ON - March 6, 2007
“Forces you to look inside to understand one's road blocks – understanding values and needs”
“It caused me to be reflective on myself and set me thinking of my behavior. Found it inspiring – opportunity to consider re-evaluating where I am today and action to take some steps to change.”
“Your energy – how you were so positive.”
“Great Presentation – Very Inspiring!”
“Values, understanding unmet needs to relate to personal values and behavior.”
“Good ideas and positive thoughts.”
“Very enthusiastic and exciting.”
“Learning to set priorities and work with A & B clients. Motivation and energy.”
“Energy, honesty, passion – great speaker.”
“High energy. Simple procedure.”
“Very good speaker – made me think more about referrals.”
“Importance of values and beliefs and needs – thoughts are real forces. Inspiration is more effective than motivation. Importance of positive beliefs and positive emotions.”
“Passion and energy – a fresh approach to success.”
Pro Seminars – Calgary, AB – January 15, 2007
“High energy presentation – very applicable concepts’”
“Your energy! – The in depth approach of his presentation.”
“Good points – based on values.”
“Excellent wake-up call.”
“Stated the obvious – but offered a solution to the obvious. New approach.”
“Energy was high and communication was clear. Reminding one of the basic building blocks to success and building on that.”
“Info broken down to simple, manageable ideas and actions. I liked graphical representation of business values assessment – seeing is believing!”
Pro Seminars – London, ON – January 10, 2007
“What I need!”
“Vision & Values/ Unmet Needs. Mind explanation : Ego & Needs.”
“Consistent messages about values and unmet needs.”
“Enjoyed the ‘behind the scenes’ dissection of the sales process, unmet needs.”
“Explaining the roadblocks.”
“Upbeat, Supportive, Non-Demeaning. Stating the obvious for the future of the advisor – clarifying and setting a clear direction.”
“You are in line with my current coach.”
“Understanding the role unmet needs plays in our life (business & personal).”
Pro Seminars – Toronto, ON – January 9, 2007
“Lots of information – gave us a different ways of thinking about building my business.”
“Levity – Realization, High Energy”
“Delivery was excellent and materials were good.”
“Very logical and inspiring.”
“Speaking great! Your presentation is in line with my practice and problems.”
IFB Vancouver Summit – Vancouver, BC – November 27, 2006
“I enjoyed your no hold back method of presentation. I gained the understanding to have a better look at myself – my needs and my referral asking methods.”
“Confirmed what I need to do. A challenge to complete what I need to do.”
“Gave me ideas on referrals”
“Thought provoking”
“Very Energetic”
“His passion for the material was very evident”
“Focused me on unmeet needs”
“Courage, commitment, bigger thinking with a positive mental attitude. A wider vision, growing with a better mindset”
“Discussion on values and benefactors – stressed the importance of developing/increasing professional/personal self-esteem”
“Dynamic strong speaker, excellent"
"Relatable presentation material, good key pieces of info, logical info which opens the mind, forcing a serious self-examination of oneself”
“Helped me identify three things I need and want to do with my business”
“Timely info for planning 2007”
“Overall it was an excellent presentation, I wrote down a lot that can definitely help me to work on – more than a “financial” presentation this is more useful to help us to move up to a new step”
“Very good”
Pro Seminars – Vancouver, BC – November 20, 2006
“Got me thinking and convinced me that I have to have more of a vision for my business. A fresh look at what I am doing and plan to do in future”
“The self analysis system was surprising – I’ve been listening to motivation tapes for the last 25 years, I’m surprised that there is a difference between Inspirational vs. Motivational”
“Good energy! I like the psychology behind the presentation. Pleasantly surprised”
“Brilliant. Very inspiring and different from other “Sales” “Motivation” speakers. Knowledge and inspiration”
“That asking for referrals is about your associate’s needs, not about you. A psychological perspective”
“I enjoyed your energy and enthusiasm – some new & interesting ideas”
“Referrals information gave me some ideas on why I don’t ask for referrals”
Advocis – New Brunswick, NB – November 17, 2006
“Got me to think outside the box”
“Learned about how to meet unmet needs. Common sense tools that can be used in everyday life – course touched on my unmet needs”
“Amazing investment – exciting”
Advocis – West Manitoba, MB – November 14, 2006
“It has helped me to find the ability to change my own low points”
“Factual inspiration – New concepts to old ideas.”
“Really on target with what’s going on in our business”
“Knowledge based on experience and enthusiasm”
“Focusing in on the real issues for most people – understanding how your values really impact your life and business”
“Made me think where I could improve my business”
“Inspiration that the opportunity is there – Get out and take it! Go get referrals – removing the road blocks”
“Refreshment of previous studies with new approach”
“Dynamic & energetic speaker with important messages – the roadblocks, unmet needs”
IFB Toronto Summit - Toronto, ON – November 2, 2006
“You are an excellent good idea-giver. Best speaker I have ever heard – 40 years of insurance meetings – no question! Realizing who I am – really fun to understand you; great teacher!”
“Fast moving – enthusiastic – insightful”
“I see a glimpse of a plan. A wake-up call to many ‘yeses’.”
“Energy! Great truths spoken simply and clearly. Thought-provoking!”
“Different – behavior focused vs. product focused. Frame-work for vision, values and behavior matrix.”
“High energy – good common-sense business presentation.”
“Enthusiasm, energy, good advice. Dealing more with the rep in order to help the client.”
“Relevant to today’s issues, concerns in the world and the problems facing Financial Advisors today but also recognize the opportunity available to those who seek it. How world events can immobilize you and cause you to lose focus on what’s important.”
“Energetic, enthusiastic, honest.”
“Simon is an excellent speaker. Presentation provides strong visuals and messages. Score/Assessment process – values, social, aesthetics etc.”
“Very thought-provoking. I would like to implement my top values and create my own brand. The concept of unmet needs and its impact on our behavior was an eye-opener.”
“Questionnaire hits home. . . on target. Something more than a mindless outburst of enthusiasm.”
“Excellent presentation – inspiring, informative. Positive thoughts – encouraged to redefine values and vision.”
“Liveliness – a wake-up call.”
“Explained how to recognize and overcome unmet needs.”
“Speaking to values and the missing link. The separation of costs from success. The importance of purpose – values definition.”
“The speaker’s enthusiasm and high energy presentation was inspiring. I could relate to the stories and examples Simon presented. The knowledge that I have to have values, mission and purpose. The urgent need to have a vision.”
“Energy and new approach. Motivation.”
“Presentation of a comprehensive, well thought-out approach.”
“I thoroughly enjoyed the presentation.”
“Free flow of information in a continuous fashion which makes you reach an understanding of the concept. An understanding of how a impact of emotions make you ineffective in doing a rewrite. Multi-tasking without an organized plan.”
“Simon is to the point. Now I am examining my own practice.”
“Very well presented! I have a better understanding of why we set goals.”
“Thought-provoking. I like the enthusiasm.”
“The speaker has a lot of energy and has a way of knowing how to connect with the audience.”
“Reinforcement of system towards success – dynamic presentation – well done.”
“Simon has energy as well as some deep thoughts.”
“Energy – supports what my company has been doing in addition to what I have been learning in my business. Confirmation of what I am doing and not doing.”
“Very good presentation – made me think hard about my products.”
“Enthusiasm and reinforcement of discipline. Value of understanding your values.”
“Simon has sincerity and good tips!”
“The presentation made me realize the shortfalls in my business and the changes required. Very intrigued by the Behavior Study.”
Pro Seminars - Ottawa, ON - October 31, 2006
“Opened my mind again.”
“A new outlook on why, or the reason I do things”
“Good presentation – good content.”
“Human behavior realistically described with humor and energy. Most informative presentation I've attended, actually learned something!”
“I liked the presenter’s enthusiasm. I have a desire to learn and improve my motivation.”
“Causes you to reflect on your comfort zone and how it could be a hindrance to further your career. I now have a method to wrestle with mind/attitude/emotions.”
“Simon Reilly is right. . . very good presentation! I must use my time better and ask for referrals.”
“It confirmed much of my past experiences and encouraged me to go at it again.”
“Recognition of breakdown of past sales strategies. Structure to develop referrals through testimonials. Easy structure to create testimonials.”
“Energy, positive. Makes me think. Interesting. Realistic. Good Material.”
“Eye-opening. Good ideas/concepts on referrals.”
Pro Seminars - Winnipeg, MB - October 4, 2006
“I like the enthusiasm and common sense. Some important wake-up calls!”
“Refreshed ideas and concepts over last 30 years – moved smoothly & clearly – Good repetition.”
“Great ideas for running your business and the ‘real’ solutions. Variety of ideas and the ‘honest’ but real admitting the truth of the ‘why’s/why not’s’ of successful business."
“Enthusiasm with common sense! How to grow your business – answer – Referrals …make it easy to give and get!”
“Good diagnosis of the ‘rut’ most of us are in. Inspiring.”
“You made it interesting.”
“The energy the speaker and the overall content of the presentation.”
“Motivational and many reality check statements.”
“The manner in which it was presented down to earth, energetic, transparent.”
Pro Seminars - Kitchener, ON - October 3, 2006
“Very inspiring”
“Made me think maybe I should reassess my goals and future. Some renewed interest in business.”
“Super presentation. Answers and questions to ask myself.”
Judy Roesner
“Inspiration even though I am no longer in the Financial Advisor role, you have inspired me in my next entrepreneurial business move.”
“Excellent presentation.”
“Review of one’s day to day actions – find another vision. Realize everyone needs change.”
“Knowledge of what is needed.”
Advocis - Grande Prairie, AB - September 26th, 2006
“Your material is so relevant to our industry. Relevant and thought provoking.”
“You spoke about many of the things that I need to work on in my business. Your presentation was great, I really needed to hear your message.”
“You clarified how my moving my business ahead is going to require a ‘new’ approach.”
“Good information and I’m looking forward to getting the additional information from you, and I will apply it to my business. You showed me how to look at my problems with my business from a different angle.”
“Your insight as to how to inspire myself was very helpful. I want to become inspired about my business again.”
“The cycle of motivation and how fear dominates us, and how unmet needs dominate values and how this affects my business was very interesting.”
“You are very inspiring.”
“Brought very important ideas forward, and your presentation is a great reminder of what I can do in my business.”
“It’s all about my belief system. I must review my list of values on a consistent basis as they have possibly changed over the years.”
Pro Seminars - Vancouver, BC - September 20, 2006
“A good reminder that I need vision and goals. Terrific speaker and excellent material.”
“Good speaker – importance of vision and values.”
“Good information to become a successful advisor.”
“Understands the needs of an advisor. Fuel for thought and solution for helping me.”
“You covered several key factors that limit breakthrough success. A better insight in relation to my current situation.”
Pro Seminars - Edmonton, AB - September 18, 2006
“Simon’s energy. The fact that I want to reap the benefits of my sales and ability.”
“The realization that there must be an end of the road or closing of my business at some time in the future and that I need a succession plan.”
“Interesting presentation. Thought provoking.”
“The importance of understanding there are ‘roadblocks’ and there are ways to handle this. I didn’t realize the need for succession planning and the importance of this, particularly after the fact.”
“Fast paced – slightly different approach – excellent info – refreshing.”
“I like your holistic approach.”
“Very clear on how to build a business. Knowledge on values and how they relate to business.”
“Similarity to another walk of life. Reinforcement to get up and going.”
“Simon’s energy, experiences shared, content of slideshow.”
Tim Murdock
“Addressing money needs and fears.”
“Great enthusiasm and well planned thought process.”
“Reminder on difference between values and unmet needs.”
Pro Seminars - Las Vegas, NV - September 12, 2006
“The presenter was able to deliver thought provoking ideas etc. with clarity and belief.”
“Clearly bringing my personal issues to the table. An opportunity to fix it.”
“Clear, to the point and believable.”
“Honesty about the topic.”
“Original approach to improving results.”
“I liked the presenter and his delivery.”
“Practical solution-based vs. motivational.”
“Honest.”
“The passion of the speaker and consciousness of the material.”
“Excellent speaker! Very engaging. Call to action was a great way to end the day.”
“Reinforced the issues in my practice that I already knew existed.”
“Entertaining – thought-provoking and challenging. Thanks!”
“Enthusiasm – a nice change from other presenters – thought-provoking and hits many true facts.”
“It does not matter what level you are at – you can improve and be more profitable.”
“Focus on my vision.”
“Energy & confidence in presentation – common sense language. Great subject material!”
“Dynamic. Enthusiastic.”
“Fast-paced, entertaining, but most important realization to look into the future.”
“Simple slides.”
Pro Seminars - London & Toronto, ON - August 22 & 23, 2006
“The accuracy of everything that was stated. Motivational.”
“Enjoyed the speaker – high energy. Examination of the way I do my business.”
“The speaker had expertise in his vision and the value he offers. Confirmation that some of the things I have instituted in my business are consistent with the speakers’ belief.”
“Enthusiasm and content.”
“Importance of priorities.”
“Clear picture of how to move forward.”
“Motivational.”
The Cooperators Annual Symposium - Regina, SK - July 25, 2006
“Understanding the difference between ‘inspiration’ and ‘motivation’, was an eye opener. I thought it was all about results driven motivation. But I now understand that it’s more than that. It’s about growing your vision and business which includes your outside world as well – you talk about achieving balance.”
“Your presentation is a huge ‘wake up call’. The unmet needs are fascinating. The concept that it’s not about you, but it’s about your client’s needs – great words for staff meetings!”
“You really opened my eyes to a number of limiting factors that are holding me back in my business.”
“Your material on asking for referrals is fabulous. I really liked your definition of insanity, ‘Doing the same thing over and over and expecting a different result.’ That hit home.”
“High energy presentation with a great use of humor, especially appreciated your perspective on taking care of yourself and your family. Your information on the dysfunctional ego mind that hinders success is great.”
“Your presentation was so inspiring. You made me think about my own values & behaviors, and what I am letting get in my way to succeed.”
“Your emphasis on values and inner self, and how to overcome obstacles, and how to relate your story to others to become more successful was great.”
Pro-Seminars - Ottawa, ON - June 14, 2006
“I really enjoyed the Values & Behavioral Analysis; I could really relate to the information and enjoyed how you related it to marketing and providing service to clients.” “You cut to the chase and identify potential roadblocks in an advisor’s business; your material is very relevant.”
“Great business ideas that we can utilize now and your enthusiasm about what you speak about is great. Your facts, examples and your personal story make your presentation very memorable.”
“Dynamic presentation, user friendly material, well referenced, and great visuals, but the best part is that I won the draw and I have the opportunity to take the Values & Behaviors Assessment and speak with Simon.”
“It’s not about ‘Sales Tips 1-10’, your material is relevant and fresh and some great take a ways that I can work on now in my business.”
“Your Power Point Presentation was well done and easy to follow. You cover a lot of information but it flows very well. Please sign me up for your monthly E-Newsletter, as I want to read more about Values vs. Unmet Needs and your theory on how it holds us back in business.”
"Out of all the presenters that Pro Seminars has offered over the years, Simon Reilly is the best presenter that you have ever had.”
“What I enjoyed most about your presentation is that it deals with explaining the source of my business, or lack there of – which is ME!”
“Your presentation is full of value. There is no B.S., your material is relevant and realistic, and it has humor as well – really enjoyed your material and I want to speak to you about your coaching program.”
Pro-Seminars - Toronto, ON - June 13, 2006
“Clear, concise, a no nonsense presentation. You get to truth about what the blocks to success are and what to do about them.”
“A very informative presentation on our industry, and the self evaluation you covered and your material on unmet needs was insightful.”
“After seeing your presentation, I understand now how my personal issues are holding me back in my business, and that by addressing my unmet needs, this will actually help my business success.”
“I now understand the difference between motivation and inspiration, and how important it is to get my needs met, because my unmet needs of safety and approval are holding me back.”
“Your definition of selling is exactly where Advisors today are operating - from a scarcity mentality.”
“What I loved about your presentation was that it wasn’t another motivational speech. Your material is informative and relevant and you are an inspiring speaker.”
Pro-Seminars - Vancouver - May 10, 2006
“Your presentation today was very pointed, you tell it the way it is. The insights you share are enlightening, and I can relate what you are saying, to the struggles I am having within my business today.”
“I get the feeling that you believe in your message, and you have compelled me to fill out your feedback form – something that I never do.”
“Listening to your presentation today, I have realized that I need to refocus the direction of my business. Thank you for the message!”
“Your theory behind Values & Unmet Needs is fascinating. In one short hour, you have outlined exactly what I am struggling with; it was like you were reading my mind. But the best part was, you have the answers.”
Pro-Seminars - Victoria, BC - May 8, 2006
“What an educational and informative presentation – you are a great source of knowledge.”
“To see that the answer to creating more business is not about becoming more motivated, it’s about understanding one’s own values and behaviors.”
“In watching your presentation you have left me feeling inspired, and I look forward to talking to you about your coaching program”.
“Your presentation is straight forward information that makes great sense, and it is not based on emotional hype, but practice and thought, I look forward to receiving your 12 Day Free C-Course.”
Advocis North Okanagan Chapter - Kelowna, BC - April 28, 2006
“Because it sounds to me that you’ve got it right. Most roadblocks are created before you are 20. Learn, understand, and then solve.”
“Eye opening insight into how unmet needs block a person’s potential, and the power of values.”
Pro-Seminars - Winnipeg, MB - April 5, 2006
“Thanks for the reminder that there is an unlimited abundance of business available to all.”
“Interesting how you clarified that new products are not the answer, but becoming a desired commodity (as an agent) is.”
Pro Seminars - Vancouver, BC - March 20, 2006
“Your presentation brings back into focus that I need to be working on my business, not in my business, and the reminder that a successful business requires the proper business planning. You focus on the strong emotional and spiritual side of business and the importance of knowing ones’ values – it’s not just about making the numbers.”
“The insight you share related to the root problems a person may be having within their business is most extraordinary and so relevant.”
“Simon’s energy and simple method of tapping into the real issues an advisor faces in their business is so refreshing. He is able to simply explain the emotional connection to the professional side of business, and it was fascinating.”
“Listening to your presentation today, gave me a wake up call. I’m asking myself, “Where am I going?” Your Scientific Approach to understanding my own areas of strength and the areas where I am not so strong, has really made me question where I want to be.”
“When you posed the question to the audience, “Even though you are still working, have you already retired emotionally?” hit me like a ton of bricks.” Your notion that the concept of ‘motivation’ is overused and may not be essential to initiating real change within ones' life – that was fascinating.”
Pro-Seminars - Kitchener, ON - March 6, 2006
“When you discussed Values, it made me stop and think about why I’m in business and what my own Values are.”
Pro-Seminars - Toronto, ON - March 6, 2006
“Very high powered presentation and full of energy. Your material is great. It’s less about motivating stuff and more “real” down to earth material.”
“You are an excellent speaker. I really enjoyed the concentration on how to get more business through referrals – material I can definitely use now.”
“Your presentation really made me think about my own values, and how my needs are blocking my success in my business.”
“What I really enjoyed was the material you shared about why we behave the way we do, and how that affects us in succeeding in business or failing – you made it easy to understand.”
Pro-Seminars - Vancouver, BC - January 19, 2006
“I so enjoyed your presentation. I’ve been thinking of working with a coach, to take my business to the next level and I really liked your style and your passion.”
“Your presentation material is great, especially for those who are fairly new in the business, the information on how to get referrals would be particularly relevant for junior advisors’.
Pro-Seminars - Calgary, BC - January 17, 2006
“Your material is really great. I want my wife to work with you; I think it would be very beneficial to her to grow her business.”