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California Grill, 40 Penny Lane, Watsonville, CA via video at San Luis Obispo Country Club, 255 Country Club Drive, SLO
NAIFA Central Coast is proud to announce our annual Carrier Expo happening June 21, 2019. Registration begins at 10:30 am with programming starting at 11:00 am.
Keynote Speaker: Simon Reilly
Simon Reilly is an international values and behavioral analyst, business coach, speaker, and author. He has decades of experience working exclusively with financial service professionals combining extensive research and study in the areas of values & behaviors analysis, inspiration & motivation, leadership, change management, vision & business planning, team building and sales & marketing.
His coaching, speaking, webinars and workshops help financial services leaders, managers, professionals & their teams reach and exceed their goals in any economic climate.
Simon goes beyond the mechanics of success when working with clients, and pulls back the curtain and allows clients to really understand what holds them back from realizing their goals. His insights help his clients identify and release their unmet needs driven self-limiting, self-sabotaging beliefs and emotions so that they can realize their true values, positive beliefs and positive feelings so that they may reach the levels of success they dream of. Simon has written two books - “The Inspirational Tipping Point” and “Curing the Unmet Needs Disease.”
Having spoken at hundreds of financial advisor conferences and webinars, thousands of advisors across Canada and the USA have benefited from his expertise. He is a 25x Advocis, GAMA LAMP, 2x MDRT, 40x NAIFA National & State Conference and 2x TEDx Speaker. Simon is a member of Advocis, FPA, GAMA International, NAIFA, and WIFS.
Simon is the Founder of Leading Advisor Inc. supported by his spouse Laura, the Chief Inspirational Officer, Amie Flowerday – Customer Service Coordinator, Deanne McAndrews – Content Co-Creator, Kim Black – IT / Web Master, Susan Pederson – Administrative Assistant and Tracy Moore – Social Media Marketing Coordinator.
Laura and Simon are a successful working couple who live, work and play in Parksville, BC, Canada, where they enjoy the endless beauty of their surroundings on Vancouver Island through beach walks, hiking, cycling, and kayaking interspersed with a love of yoga, meditation, cooking, travel, reading and movies.
TOPIC: The Inspirational Tipping Point
Would it be worth investing 60 – 75 minutes of your time to understand how to create more sales, focused action and a bigger vision & plan, and save you decades of struggle?
You are a successful Financial Services Professional that is passionate about helping your clients to create a plan to grow assets, protect assets, save tax and leave a lifelong legacy. At the same time, you are creating a career of significance, becoming the best, passionate version of yourself.
While you know exactly HOW & WHAT to do, you experience challenges with balance, complacency, delegation, fear, procrastination, qualification, rejection, stress, time and overwhelm, all of which crowd out action, confidence, commitment, consistency, energy, focus, inspiration, practices, production and vision.
You are ready to increase your understanding; success is 10% about HOW & WHAT to do and 90% of success is about WHY you do what you do.
You are ready to understand that there is nothing wrong; only an absence of understanding.
10:30 am - Registration
11:00 am - Vendor Visits
11:30 am - Announcements & Tribute to Gene Burkett
12:00 pm - Lunch is Served
12:00 pm - Keynote Speaker
1:30 pm - Vendor Announcements
2:00 pm - Carrier Q & A
2:30 pm - End