Our Director of Coaching Shares Her Philosophy

My philosophy for coaching has evolved over the years in all the best ways. Coaching is about helping those that I work with to achieve their true potential. It’s about intentionality, strategy, focus, commitment and passion. Above all, coaching is about results. A coach is not there to provide all the answers or advice. Instead it’s my belief that everyone has the answers within themselves and the practice of coaching is to help them find those answers and bring them to the surface where they can be converted into positive action.

My objective is to outline the goals that are most important to my advisors, develop a strategy, put it to action and discuss progress in each session that we have together – what gets measured, gets done. To be successful with any goals or even the strategy built around those goals there are two key elements that must be adopted:

1. Intentionality

2. Responsibility

It’s easy to go through the motions of the day. It’s also easy to get caught up in all the busy work that our business creates for us. I have found those that lack the ability to be highly intentional with their habits and their time fall behind with reaching their goals and objectives. With a 12 week business plan, my advisors are able to work more intentional with me on reaching their goals, tapping in to their true potential and achieving the level of success they desire personally and professionally. With a 12 week plan as opposed to the traditional annual business plan, we are able to carve out the most immediate and impactful goals and strategies that brings us closer to the successes we strive to achieve.

Coaching is a progressive process where obstacles are converted to stepping stones and where each step brings my advisors closer to the fulfillment of their desires and potential. Those that embark on this journey with me are generally in one of two places:

1. Feeling stuck

2. Eager to grow / take the business to the next level

With an outside coaching perspective, advisors are able to overcome both of these to reach the highest levels of success they desire.

Most that have had success in their career tend to shy away from coaching as they believe they know everything they need to at this point – they’ve “mastered” the business. It’s important to remember the point I made at the start – a coach is not there to provide answers and advice. As a coach, I want to give my advisors the space to explore all that is possible for their business and their success and help them create a roadmap that aligns with customized strategies for achieving all that they envision. Running a business means never having much time to dedicate to this area. As your coach, I ensure we make that time and make it as productive and impactful as possible.

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Simon Weinstock

Business Development Field Leader

Simon Weinstock joined Empire Wealth Strategies in 2018 as a Business Development Field Leader, bringing his invaluable life insurance industry experience. He has been part of the life insurance and financial planning industries since 2002. For the first three years of his career, Simon directly interacted with and sold insurance to small business owners and families.

Since 2005, Simon has built a longstanding career helping experienced life insurance agents build their firms, get new clients, build long-lasting business relationships, create long-term business success strategies, and more. He also mentors and guides new players in selling life insurance, disability insurance, long-term care insurance, and annuities.

At EWS, Simon created his own team, The A1A team, of qualified and experienced brokers. He uses the invaluable resources EWS offers to its clients to help support brokers, life insurance professionals, and other clients qualified to join the A1A team.

Simon’s strength lies in his keen understanding of human emotions, problem-solving ability, meticulous approach, and indubitable passion for life insurance. He teaches brokers and insurance agents to understand the consumer and coaches them to keep a humane approach in their business vision and day-to-day approaches.

Despite being a mentor for other brokers, Simon has not forgotten his roots and what made him excel at his job. He remains engaged with consumers to maintain his field knowledge and better guide other insurance agents. Simon believes his passion for life insurance came from his parents, who were a part of this field. Today, his wife and two sisters are also in this industry.

When Simon is not occupied as a consummate professional at EWS, he likes spending time with his wife and kids and educating himself on new material focused on professional development. Simon also travels a lot since he has multiple offices spread across New Jersey and New York and enjoys meeting brokers in their offices - at their convenience.

Outside of work and family, Simon thoroughly enjoys winemaking and prepares yearly quantities of red wine for his family and friends. He relishes in the harvesting process as it is similar to mentoring brokers; it requires a keen eye, experience, attention to detail, and time to perfect the wine. Simon also occasionally prepares white wine and Concord grape juice.

Simon ventures to help people with chronic illnesses by guiding them toward the right medical professionals for their condition. He uses his insurance underwriting experience and connections in the medical field to provide people with the tools they need to make informed decisions for their health. Simon uses his unique underwriting and medical insurance knowledge and his industry expertise and ties to help people find the guidance they need when approaching medical professionals.