Laura really did a great job of booking the hotel location for us, while the view isn’t great, the Toronto Congress Centre and the Independent Financial Brokers Summit are right next door to our hotel … easy.
Tuesday was different as I stayed in the hotel room working with clients on the phone while Laura went over to the IFB Summit to introduce our speaking by way of presetting our speaking folio and DVD / Show Reel to exhibitors that may put on their own Company Education Days. Thank you Kim Black.
Laura also sat in on a couple of presentations and made notes so that we can create future articles for our e-newsletter with full accreditation to the presenter of course.
One of the presenters was Rob Haisman of Equitable Life and Rob presented “How to Create a Money-Making Business Plan”.
We received another speaking testimonial and were compared to a great like Wayne Cotton.
“Sincerity, humor, enthusiasm – genuine concern about the succession problems of ageing financial advisors. He is much more computer savvy than expected with lots of credible research to back up his points. Simon distinguished himself from being a motivational speaker. Simon’s presentation is all solid practice management material and ranks right up there with comparable speakers like Wayne Cotton.”
Terry J. McBride, B.Comm., CLU, CFP
Tax and Estate Planner
President, Advocis North Central Saskatchewan (2007)
Raymond James Ltd.
terry.mcbride @ raymondjames.ca