fbpx
Menu Close

Financial Advisor Speaking Testimonials Advocis Ottawa

Simon Reilly
Laura and I had a great meeting with Jim Virtue, the President and CEO of The Financial Management Group of Companies Inc. and I will be speaking in 2009 at a Financial Management Group Education Day.
Here are some of the Financial Advisor Speaking Testimonials from the speaking that I delivered on behalf of Advocis Ottawa on November 20, 2008.

“Energetic, passionate, and positive. Practical advice easily implemented with personal commitment.”
Heather Park-Wheeler
Sunlife Financial

“Your presentation helped me realize that I’m not the only one struggling with these issues. Honest, in your face, no hiding from reality, you offer great advice.”
Shawn Warner
Hillier & Associates

“Clear, energetic and easy to understand. Expert advice on how to get focused on my future.”
Chuck Larter
Knights of Columbus

“Every single moment of your presentation was outstanding. You are bang on!! This is exactly what I wanted to hear this morning – great timing!!”
John Cornwall
Investors Group

“Took the complex task of writing a business plan and made it easy to do. “
Don Taylor
Investment Planning Counsel

“Interesting material, you are an inspiring speaker with great energy. This is the most fun I’ve had at an Advocis Meeting. Great creative ideas to improve my business.”
Barb Gladwish
Desjardins Financial Security

“Open, inspiring, I can relate to the roadblocks from my own past experiences. Great approaches to overcoming some of the hurdles to asking for the business.”
Brian Erwin
Michael D. Currey Insurance Agencies Inc

“It put into perspective why we do some of the things that we do. Great motivation to talk to clients about tough stuff and asking for referrals.”
Joe Dakers
The Co-Operators

“Clear message in an informative and humorous approach.”
Bill MacGregor
Desjardins Financial Security

“Thought provoking and great insight.”
Claude Bertrand
Desjardins Financial Security

“Really glad I came today. Wasn’t sure what to expect but you forced me get off my butt and start thinking about my values, my unmet needs and my business plan.”
Meiz M. Majdoub
Majdoub Financial Services Inc.

“Great presenter, great material. Thanks for the inspiration to get ready for 2009.”
Mike Matuszek
Great West Life

“Eye opening to reality of what is going on.”
Jim Wellman
Desjardins Financial

“The enthusiasm Simon hade in the presentation was great. He made me believe everything he said. He gave me back the energy that I was lacking in school and work.”
Yasser Kari
Algonquin College

“Bringing me back to the basic steps necessary to achieve success. The energy generated throughout was great. Ideas going forward which I knew but needed a boost.”
Carol Hall
Hall Financial Services

“Thank you for shedding light on the concept of unmet needs and how they are holding me back in my business. You re-energized me to review my vision.”
Richard Yasinski
Financially Sound

“It gave me some clarity around some of my current feelings about my business, and some ideas on how to change my thinking.”
Harry Trefry
Freedom 55 Financial

Tagged ,