“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…
FINANCIAL ADVISOR BLOG
“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…
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…