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Financial Advisor Speaking Testimonials – Financial Management Vancouver

Financial Management Spring Professional Development Day, Vancouver, March 10, 2009

Keynote – Simon Reilly, Leading Advisor
“How to eliminate roadblocks that are holding most advisors back & thrive in a recession.”

“Very motivational presentation. Inspires great confidence and love for my profession.”
Sonia Sopena – Financial Management

“Enthusiastic! Clear insight in this field by sharing the fruits of his experience.”
Hong Ja Kim – W.H.Stuart & Associates

“Really effective content & information complemented with energy and enthusiasm. Great insight into values and unmet needs. I have a better understanding of how values build your vision.”
Desiree Dupius – Three Sixty Financial Group

“Great content and delivery.”
Margaret Reynolds – Margaret Reynolds Wealth Management

“Great energy! I realized that I need to revisit my values and how they really do work into my business and affect my clients.”
Kelly Strongitharm – Three Sixty Financial

“It is refreshing to hear something beyond product information. I’ve never heard about “unmet” needs before. Very interesting!”
Eileen Luongo – Noble Benefits Inc.

“Inspiring. Great way of putting it all together! It helped organize my mind.”
Lynne Zlotnik – Lynne Zlotnik Wealth Management

“Loved the brainstorming exercise where people were asked to participate. I was motivated by the idea of writing a vision and executing those ideas.”
Rozy Karim – Financial Management (MGA)

“Possessed deep understanding of our issues as planners. Provided advisor specific approach to dealing with business issues.”
Peter Garat – Garat Financial Group Ltd.