We’re Grateful to These 2016 Clients
Congratulations to the following Leading Advisors that we have had the honor to work with in 2016. Each one has strong values, along with the vision, mission and purpose to be extraordinary, providing extraordinary service to all of the clients that they serve.
I understand myself now at a much deeper level.
H&A Financial Advisors
With the Values and Behaviours Assessments the lightbulb lit up.
Roland Barrera Insurance
Corpus Christi, Texas
I’m more organized and much more enthusiastic about the planning process and can already see the fruits of that labor.
Legacy Alliance Inc.
Simon has focused on helping me with why I want to increase production and some of the how to get there.
Heartland Financial Services
Cedar Falls IA
We have upgraded executive and management operating systems and are attracting high caliber Advisors and Agency Staff.
Trumark Insurance & Financial Services
I have the ability to sustain life and exceed any expectations I may have previously set for myself.
Brooks Capital Strategies
Simon always guides me to where I can face my issues and actually resolve them.
New York Life
For Wayne IN
I did not expect to dig as deep as I have through the coaching program and to receive the important impact on my day to day life.
Dunn Co. Insurance And Financial Services
I gained control, confidence, peace and happiness back in my daily life.
Voya Financial Advisers
I have been guided to think more about what I can do to improve myself.
Vanguard Insurance Brokers
I’m looking forward to more inspiration and joy and less worry as Simon and I continue our work in the future.
Grady Financial Network
We’ve been working together for just over four months now, and I’ve already seen a vast improvement in my management company’s productivity and our bottom line.
Michele Grassley Clarke
Executive Director NAIFA-Iowa
Cedar Falls, IA
I find his coaching very helpful and I appreciate having him in my life.
I appreciate having an experienced and knowledgeable sounding board with Simon.
Bell Plaine IA
Simon’s coaching program helped me to create time for myself and my business.
Mantay and Company
Leading Advisor coaching has helped me truly appreciate my business.
Francis McLachlan Financial Group
With Simon Reilly, Thomas has hired top rate specialists to meet the day-to-day client demands.
Thomas O’Neill & Associates Inc.
Simon’s coaching has assisted me with items within myself and business I didn’t even know existed.
I’m looking forward to continuing to build my foundation as I grow into an even stronger leader.
Morris & Pursley Financial Plans
I am inspired and motivated by the new techniques Simon has given me.
Irma Inés Quiñones
New York Life
San Jose CA
Our company is moving in a better direction. I have a better vision for the future.
Raasch Kramer Wealth Management
West Des Moines, IA
Simon’s got this down, I’m practicing with a good guy.
National Life Group
The coaching helped me re-realize my true potential.
I am now more mentally organized and understand the importance of a strong personal foundation.
Real Wealth Marketing
My biggest breakthrough so far has been learning my own values and experiencing clarity.
Because of our work together, I’m one of the top advisors on a national level.
Simon’s guidance has been invaluable in guiding me to become the person I truly am.
Venables Financial Inc.
I am now driven to continuously improve my business.
Clear Focus Financial
The Clearing Process was very interesting, and so was the Empty Your Mind process.
TW Group, Inc.
I did not expect to go as deep as I have into the feelings and values of my core.
Financial Decisions Group
I now have the confidence and awareness to identify the best path forward in each day to day situation.
Wimsatt Financial Network
There’s more to come and I look forward to continuing to build a solid foundation for my business and personal life.
Randy Wimsatt Agency
Simon‘s process really helps to get the big dominos out of the way so that I can get to work.
Principal Financial Group