Thank you to Diego Gonzalez, Financial Center Manager and Shehnaz Hussain, Associate Manager of Sun Life Financial in Richmond Hill for the opportunity to present Clearing Your Roadblocks to a select group of Sun Life financial advisors the morning of Tuesday, July 20, 2010. This presentation was different for both the advisors and myself than the presentation that I did for 830 Sun Life financial advisors at the Sun Life Toronto Sales Congress on June 21, 2010. I was able to add in some components that created more audience participation, components that were more like a workshop than a public speaking presentation, components that were easier to deliver to a smaller group and my experience was echoed by the audience. I am looking forward to a long and successful relationship with Sun Life Financial in Richmond Hill.
Next we had an amazing afternoon meeting with Shawn Redford, Director Investment Sales & Marketing with Simon Jackson Insurance – a PPI Solutions Company. I am looking forward to continuing our conversations with Shawn on how we can compliment his work. Shawn truly has a value added approach to helping financial advisors build a rock solid business foundation.
We finished our day with dinner with our good friend Robert Gignac author of Rich Is A State Of Mind. Bob, Laura and I got a chance to catch up on both our personal and business lives and we are looking forward to creating collaborative strategies to help to bring our unique messages forward.
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International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You