“Simplified the business planning process, a great framework, great wording, and ‘thought provoking’.”
Don Rawding
Allante Wealth Management
“The practicality of the suggestions Simon offered and the process use was much greater and better than expected.”
Wendy Brookhouse
Black Start Wealth Partners
“Great organized approach.”
Fred Gordon
Fred S. Gordon Financial Services Inc.
“Simon’s presentation inspired me to be more inspirational.”
Dana Veinot
Credential Financial
“The importance of focusing and clearing your mind would be great to discuss how not just a business plan, but meditation practice can help with this. I really enjoyed how you tied spiritual concepts into our jobs as financial advisors.”
Emily Draper
Your Partner in Benefits
“Enthusiastic approach and clear fundamentals for creating a business plan.”
Michael Wilu
Wilu, Illsley Insurance & Financial Services Ltd.
“I am asked all the time, ‘Why should I do business with you?’ What a better way to answer the question than the words of others. I will be asking the 2 questions Simon talked about ALL the time from this point.”
Marlo Rhuland
MedAxio
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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