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…
The consultant follows a values based system to approach a specific niche market on mass by first securing a data base. The consultant then conducts…
I always send my clients a Coaching Call Follow E-mail and here is a recent excerpt from one of my E-mails. You started off our…
“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.”…
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…
“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…
“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…