One Page Business Plan and Clear Your Roadblocks Testimonials from NAIFA Seattle/Eastside – Seattle, WA – November 8, 2012
November 27, 2012 by Liz · Leave a Comment
“Simon gave great information and had good energy and helpful insights. It was not about doing the extra stuff… it was about getting rid of the stuff! There is no economy! Economy is in my mind, it’s in my consciousness. Good material!” Jeff Kyle – State President, Washington Jeff Kyle Agency “Great manner of delivery. [...]
Clear Your Roadblocks and The One Page Business Plan Testimonials from Advocis South Saskatchewan – October 18, 2012
October 25, 2012 by Liz · Leave a Comment
“I liked the basic nuts and bolts of the presentation. I attended a session once before and knew what to expect. I like the expression of ‘make space for class A type clients’ – never thought of it that way before.” Edmund Niedzielski Niedzielski Financial “I really enjoyed the depth of this presentation in both [...]
One Page Business Plan Testimonials from Advocis, North Saskatchewan – October 17, 2012
October 24, 2012 by Liz · Leave a Comment
“I enjoyed Simon’s enthusiasm and knowledge. It was a clear presentation. I also enjoyed the to-do-list to get referrals and the information on the One Page Business plan.” Gloria Leite Quadrus Investment “I think you know how my team’s practice works because you mentioned problems we are wrestling with. I appreciate your insight into the [...]
Clear Your Roadblocks Testimonials from Global Pacific Financial Services – Surrey, BC – October 2, 2012
October 10, 2012 by Liz · Leave a Comment
“The best part of the presentation was when Simon talked about making a mission statement, writing down objectives and measuring the growth of my business. It was a wake up call about my business and my life. Thank you.” Kirpal S. Mann Global Financial Services “I enjoyed your passion. You practice what you preach. You [...]
One Page Business Plan Speaking Testimonials from Pro Seminars – Las Vegas, NV – September 12, 2012
September 26, 2012 by Liz · Leave a Comment
“Your tone of voice is easy to listen to. Your material pertains to what I do. I can actually develop me own plan.” Shirley Granger Borderline Life Insurance “I’m looking at what questions I need to ask myself. This will help me to help others. Cool! My greatest asset is, not time, not money, not [...]
What’s Your Ugly Testimonials from Insurance Network America – Boise, Idaho – September 10, 2012
September 24, 2012 by Liz · Leave a Comment
What’s Your Ugly? Speaking Testimonials from Insurance Network America – Boise, Idaho – September 10, 2012 “I enjoyed the One Page Business Plan presentation. I need to put myself first so that I can help my clients. I also need to write down my plan.” Bill Smith Bill Smith Wealth Management, LLC “I liked the [...]
Assistant to MFDA, Segregated Funds and EMD Producer for Calgary Financial Services Firm
July 19, 2012 by Liz · Leave a Comment
Leading Advisor is looking for an exceptional Financial Services Assistant to join the team at a Calgary Financial Services Firm. Leading Advisor works exclusively with successful financial advisors and their teams to achieve sustainable business results. We are working in conjunction with our client to manage the recruitment and selection process of the position of [...]
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Dates for 2012 TBA - stay tuned!
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Now Reading
Planned books:
- Prayer for Owen Meany by John Irving
- The Book Of Air And Shadows: A Novel by Michael Gruber
Current books:
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Siddhartha by Hermann Hesse
Recent books:
- The Brave: A Novel by Nicholas Evans
- The Cellist of Sarajevo by Steven Galloway
- The Angel’s Game by Carlos Ruiz Zafon
- Shadow Of The Wind by Carlos Zafon
- The Outlander by Gil Adamson
