FINANCIAL ADVISOR BLOG
The Inspirational Tipping Point Testimonials from NAIFA Mt Diablo Sales Congress, March 20, 2015
“I enjoyed hearing the core questions to ask and how they improve your finances and best fit your clients, and understanding the mindset of clients.”
Do You Run Your Business & Life With Your Heart Or Mind?
Sometimes it’s hard to know who’s doing the thinking. Is it our dysfunctional amygdala, ego, or limbic mind, functional mind or our being, heart or
The Inspirational Tipping Point Testimonials from NAIFA Spokane CE Day, March 18, 2015
“I felt like Simon was speaking directly to me. I liked the humor and personal feelings implemented in the talk. I have greater insight into
The Inspirational Tipping Point Testimonials from NAIFA DuPage Sales Congress February 26, 2015
“You are very engaging in many ways. Great information that others don’t communicate.” David Frolicstein Frolicstein Financial Inc. “Simon had great energy, content and presentation
Carrying A Vision With Heart
Laura and I returned on Sunday Evening, March 8th from a much needed 10-day break at Rancho Pescadaro, near Todos Santos, Mexico. We have been