Commemorating The NAIFA Iowa 2014 Sales Caravan

Commemorating The NAIFA Iowa 2014 Sales Caravan

Appreciating the opportunity to connect with friends and meet new friends, and the opportunity to be of service to NAIFA Iowa where I am a member.

Pictured here are fellow NAIFA Iowa 2014 Sales Caravan speakers Jim Ruta and Terry K. Headley along with Michele Grassley Clarke – Executive Director of NAIFA Iowa, and Anthony Schau – 2014/2015 President of NAIFA Iowa, to commemorate the completion of the NAIFA Iowa 2014 Sales Caravan.

Here are some of the speaking testimonials that I received along the way in Bettendorf, West Des Moines, Sioux City and Waterloo.

“I liked that the presentation offered a more psychological approach to improving business, changing your way of thinking and not allowing negative thoughts to impact what you do. It was a different way of looking at business and the impact of negative thoughts.”
Becky Barahona
Kruse Financial Services

“A business plan – I need this! I liked the understanding of Inspiration and the difference between personalities and character.”
David Beaty
Heartland Financial

“It made me stop and start to think about me and reflect.”
Don Breuker
Breuker Financial Strategies

“It opened my mind and I received road maps for communication.”
Thomas R. Clark
Compensation Designs

“I recognized myself within the categories of motivation vs inspiration.”
Chris Countryman
EGR Insurance

“I realized some of the underlying issues that create the common headaches. It gave clear instructions or steps and reasons for taking those steps to increase productivity and reduce stress.”
Jordan Delo
Ozark National Life

“It added value and reinforced setting goals and keeping business fresh.”
James M. Lane
New York Life

“It had good communication and delivery of information was great for new advisors. I learned the information and background to ‘why’ we do what we do and how we can improve our success as an advisor.”
Ryan P. Neumann
Transamerica Agency Network

“I liked what you said about tactics and strategies. Sometimes we don’t plan and end up reacting to whatever happens, instead of being proactive. There was no sugar coating – it was realistic.”
Fabiola Pastorino
Farmers Insurance

“I liked the enthusiasm of the speaker and the content of the message he delivered. I received the knowledge and understanding of why a business plan is important as before I did not see the value.”
Sandee Petral
Transamerica

“I enjoyed the explanation of the difference of motivation and inspiration. It confirmed I’m doing many things well and some things I can do to move to the next level.”
Eric Raasch
Raasch Kramer Wealth Management

“Simon’s presentation catered to financial advisors. I liked the cognitive angle to why I say no, values vs. needs, and that it was straight to the point. It was good timing with year-ending. It was a good sense of renewed energy – kick in the butt.”
Ryan Shaw
Financial Resource Advisors

“It helped identify the roadblocks in achieving sales goals.”
Tim Stiles
Farm Bureau Financial Services

“It described the environment I am working and living in now. The timing of the information couldn’t be better.”
Mark Thompson
Transamerica

“I especially didn’t expect to hear about the value of realizing that my unmet needs will never meet my needs and that is often what drives my behavior. I liked the comparison of doing vs being and learning more about the amygdala”
Bret Trasamar
New York Life

“I relate to motivation vs inspiration. I’ve been in the business expo and still looking for total inspiration. Good ideas for writing my business plan going forward.”
Casey Walters
Thrivent