“Great road map for values and feelings questions to work with clients.”
Erick Couch
ProVision Brokerage
“Great enthusiasm and ideas on ways of looking at myself and who I really am and what I’m trying to become within my business. Simon offers a different way to look at myself and my business.”
Tony Torbey
Torbey Financial Services
“I’m enthused to start the planning for my business, Simon revealed a great approach with the One Page Plan.”
David Quick
Hearthstone Financial
“Listening to Simon was great timing, as I have been looking for something like this, and he offers great practice focus.”
Mark Miller
Safe Money Strategies
“A sincere approach to offering self- improvement and planning within my business. Simon has a systematic approach and great templates.”
Richard Sazonoff
Sazonoff Insurance Services
“It’s about allowing yourself to understand and experience your values – to bring those values to other people.”
Bart Kaplow
Capital Planning Corporation
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You