Testimonials from Advocis Sudbury

November 27, 2009 by · Leave a Comment 

Testimonials from Advocis Sudbury – Sudbury, ON – November 18, 2009

“What energy and passion. I didn’t expect this feeling of inspiration.”
Dennis Peroni
HP Solutions Ltd.

“The whole presentation was very good and insightful. I learned a very different approach on how to grow my business.”
Robert Hétu
HP Solutions Ltd.

“I enjoyed Simon’ enthusiasm in the presentation as well as the acknowledgement and recognition we should give ourselves and others. “
Roland Lavoie
Investment Planning Counsel

“Simon touched exactly the type of negative chatter that I expose myself to. I have a new commitment to developing me.”
Scott Nairn
Sun Life Financial

“I liked the concept of ‘awareness’ and believe you are absolutely right in this direction. I wasn’t expecting this theme of awareness in your presentation. I’ve seen many presentations on business building that clearly miss this key point, you hit it right on.”
Debbie Slywchuk
Sawyer & Associates Financial Services

“Real eye opener, positive energy and very inspiring for my business.”
Heather Taropolsky
Sun Life Financial

“Very well organized, and well presented. Clear and concise. Simple ideas – yet often overlooked, great presentation.”
Rick Van Oort
Regent Financial Services Ltd.

 

Filed under: Testimonials
Tagged: , , , , , , , , , , , , , , , , , , , , , , , , , , ,

The Idea Of Being On Tour

November 23, 2009 by · Leave a Comment 

The 1995 notion from the coaching movement “that you can live anywhere and coach clients over the phone” along with “create an online presence and coach clients over the phone” may have some truth but it needs a lot of STP – See The People along with The Idea Of Being On Tour.

Imagine the idea of having a product that will completely sell itself on line and it is not going to happen unless we want to get into gambling, porn and Viagra … NOT!

It is 8am ET on Saturday and my flight has just left Thunder Bay and I am on my way home via Toronto, Vancouver and Nanaimo and will arrive on our doorstep at about 4pm PT.

This has been a great trip with speaking at Advocis Sudbury, Advocis Ottawa and Advocis Thunder Bay and meeting with the owners of MGA firms and the Regional Directors of Financial Advisor Firms to discuss additional financial advisor speaking and workshop opportunities … it is certain that I will be back in the cities of Sudbury, Ottawa and Thunder Bay in the not too distant future.

So with a trip of 10,000 km, 10 flights, 3 different financial advisor speaking presentations of Clear Your Roadblocks, Compliance & The Elimination Of Rogue Behaviour and The Six Degrees Of Life Insurance Connection behind me along with key meetings with Centers Of Influence, I am settling into a morning of competing the following;

• Working on my 2010 Goals

• Blogs for the Week of November 23rd

• November E-Newsletter

• Clear Your Roadblocks Workshop Sales Copywriting

• Client E-Mails

This trip has been monumental and perfect as it is a demonstration of the full engagement and operation of the Marketing Funnel … thank you Laura for making this trip possible for without Laura none of it would have happened and thank you Tiffany for supporting Laura and me along the way.

“See The Financial Advisor and Investment Advisor People in 2010!!!!!”

 

Filed under: Vision & Planning
Tagged: , , , , , , , , , , , , , , , , , , , , , , , , , , ,


Financial Advisor Coaching | Financial Advisor Speaking | Financial Advisor Training | Contact | Sitemap