Whew! I’ll have to think twice about offering to do a new PowerPoint Presentation as I’m 3 ½ days into creating How To Thrive In A Recession and I hope that I’ll have the research and draft created so that I can start building the PowerPoint on Thursday morning.
At the same time there is an old saying; “what you practice in private, you will be rewarded in public”.
Wednesday was a day of appointments with clients and prospects and it was sure nice to be able to sign off the proposals with the following one and two line testimonials.
“Leading Advisor Client Testimonials”
“Out of all of the coaches that I have worked with, you are the only one that gets it and I received an incredible amount of value in a short period of time.”
Brad Gustafson
Partner
Richardson Partners Financial
Calgary, AB
“Another business coach may have worked with me through the business plan only to have the issues continue to interfere with the plan. Simon’s Removing Your Roadblocks Program allowed me to hit the nail right on the head.”
Donald Daggett
Associate Investment Advisor
CIBC Wood Gundy
Windsor, ON
“I have found our working relationship to be of exceptional quality and I would not be where I am today without your coaching expertise.”
Tracy Valgardsson Enns, CFP, FDS, EPC
Partners In Planning / Athabasca Financial
Moose Jaw, SK
“Your values based approach has provided me with a number of tangible benefits and has given me a solid foundation to accelerate the growth and success of DBS. Your services exceeded my expectations.”
Paul Ghezzi, CA
Founder
DBS Private Client Group Inc.
Markham, ON
“You were absolutely right. I do feel more clear, confident, and more fulfilled – that everything is getting easier. I look forward to our next call.”
Edna Keep
Assante Financial Management Ltd.
Regina, SK
“Thank you Simon for all your help over the last few months. What you have is a very rare and special gift.”
Chris Morris
Morris Financial Services Ltd.
Calgary, Alberta
“Leading Advisor’s hiring system is very professional and it provided me with everything that I expected and allowed me to eliminate a lot of the detail work saving me a lot of time and energy.”
Andrew Leitch
Canaccord Capital Corporation
Campbell River, BC
“From the moment Simon was introduced to our conference I simply knew that he was the one who would coach me to awaken the energy within myself to advance my practice and my life to where I have always felt it should be.”
Philip Hauser, CFPP
Sterling Mutual Funds Inc.
London, Ontario
“I would like to thank you for the help you have already provided. That one realization is worth the price of the whole program. I look forward to the next steps.”
Grant McPhail
Rice Financial Group
Brandon, MB
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You