“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…
FINANCIAL ADVISOR BLOG
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…
Read the latest Leading Advisor E-Newsletter Sometimes it’s not about adding more things to your list…
I’m Taking A Social Media Time Out From 140 Character Posts To FaceBook, LinkedIn And Twitter. My unique abilities are coaching, speaking and writing. Just…
“Simon “fleshed out” a process that has been around for some time but also offered a very practical approach to how to use it!” Christopher…
Thankful for the opportunity to join these esteemed speakers at NAIFA Portland – NW Oregon Winterfest, Friday, Feb. 6, 2015: K. Roya Behbehani, Ben Davis, Mary Corrigan, John F. Nichols, MSM, CLU, Mark Rosenbaum, Roger W. Beyer & Jill Judd, LUTCF, FSSm William J. Clark, Daniel O. Corrigan.
“Great language around referral and client feedback. Realized I need to plan – haven’t been for a long time.” Matthew Grace First Financial Group “It…
Laura and I work with clients that often times work with their spouses. Laura and I have toyed with the idea of creating a company…