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 improvement.
robert @ mcguirefinancialservices.ca
President, McGuire Financial Services
Vice President, Advocis New Brunswick
Saint John, NB