NAIFA New Hampshire State Convention May 10, 2013 Simon Reilly Speaking Testimonials Blog

Thank you to NAIFA New Hampshire for the opportunity to speak at your 2013 NAIFA New Hampshire State Convention. I’m pictured here with Kara Stanley, President Elect NAIFA New Hampshire.

“I heard Simon speak in Lake Tahoe 2 years ago so I had an idea on what to expect and what we received was completely different in a good way. I liked that Simon was able to incorporate the Inspirational Tipping Point and the One Page Business Plan into one presentation and cover so much in such a short period of time. In some cases, financial advisor members of our audience have been in business so long they’ve got their plan in their head and that they know what they’re doing and they’ve got it down, but bringing in that Inspirational Tipping Point in caused them to look at themselves differently to say… “it is time for me to revisit my plan”. You’ve got to be inspired to really bring the value forth to both yourself and the clients that you serve. I love the line that Simon uses; “Values are the DNA of your vision, plan and fulfillment”. One must know their values so they can incorporate them into helping their clients achieve their client’s goals. The fulfillment that you feel is not about the commission or what the product is or what you do… the fact that you are able to help your clients achieve their own financial security, their own fulfillment is what really matters. It’s more than a plan or a life insurance policy, you’re providing the future financial fulfillment and security for that family. Clients are going to know that they’re protecting their family and their values. Helping, teaching and educating clients and their families reach that point of fulfillment, then you’re fulfilled as well and it’s not going to matter what your bottom line is at the end of the day. You’ll have that sense of fulfillment that you’re doing the right thing.”
Kara Stanley
President Elect NAIFA New Hampshire

“Rarely do we have a speaker that talks about working on self to help business – that is something I look forward to focusing on. The One Page Business Plan is a concept that I haven’t heard of before and I think it’s great!”
Tim Truncellito
Truncellito and Davis

“Simon’s experience in a variety of sales endeavors lent much credence and conviction in his talk. I liked the concept learning to say no with a high “Social Value.”
Dave Robichaud, ChFC
DGR Financial Group, LLC

“Simon helped reaffirm the importance of planning and pause days.”
Robert S Blood
Northwestern Mutual

“I liked the reasons to create flows and strategy in my business and the power of the written word to create belief and a clear vision. I now know the value of a written 5 year plan.”
Brian Keane
New York Life

“If you focus too much on safety, approval, worthiness and recognition, the belief can keep you from self actualization. I understand why being motivated is not enough.”
James Coryea
People’s United Insurance

“I liked the idea that I must stop and write what I did that was positive each day.”
Randy Lowenberg
Northwestern Mutual

“I have a clear understanding of the importance of being and doing. Thanks! The detail and passion it was presented with was a super value added.”
Al Blake
Seacoast Financial Network, LLC

“I liked the realization that some of the things that I am feeling are very common.”
Beth Valente
Midland National