Thank you to the MDRT (Million Dollar Round Table), MDRT Speaking Captain Ron Davidson and MDRT Moderator Devang Patel for the blessing to have been…
I’m honored to have been chosen from hundreds of coaches along with Bob Artz, Bob Davies and Ken Doyle for the 2015 New Orleans MDRT…
Now that The Inspirational Tipping Point Book, Speaking Presentation and Tradeshow Booth are ready to go the only thing for us to do is; Understand…
In Recognition of ten years of membership and commitment to Advocis, The Financial Advisors Association of Canada. Simon Reilly is hereby granted this Membership Milestone…
“I have a better understanding of the difference between motivation and inspiration, and the difference between the conscious decisions creating inspiration versus the controlling aspect…
You are an experienced Financial Planner / Money Manager that is familiar with advanced planning strategies, lifetime income strategies and estate planning that is Insurance…
I wrote the following script back in 2013 / 2014 to help advisors explain disclosure of commission to their clients. The script also helps the advisor to deal with their emotions relating to disclosure of commission. I believe this script provides a segue into dealing with industry changes that include disclosure of commission, the potential of banning commission and the advisor heading into a fee for service model.
Laura and I were wheels up on Saturday May 2, 2015 headed to the NIME ( National Insurance Marketing Executives ) Conference May 3-5, 2015 at the Omni…