Leading Advisor Financial Advisor Coaching

One Page Business Plan Testimonials from Advocis Durham – Ajax, ON – April 13, 2012

Simon had a lot of new ideas and showed a different way of implementing them.
Harish Sharma
RBC Insurance

“I enjoyed the simplicity of getting thoughts on paper and that it can be easily edited.”
Brian Linkletter
Sun Life Financial

“A relatively simple approach to making a business plan that may be simply revised at future dates.”
Ronald Tranmer
Freedom 55 Financial

“A clear, concise over view. I understand now the difference between vision and mission and how to write the statements to create the business plan.”
Hugh Dodd

“I liked the process to help simplify the planning process. It was a new way to approach working with other advisors.”
Stacy Brooks
Manulife Financial

“I enjoyed seeing the online plan and One Page Business PlanTM . It was a good review of 90-day goals.”
Carol Clements
Independent Planning Group Stouffville

“I enjoyed Simon’s ability to deliver his presentation with great enthusiasm and energy. The One Page Business PlanTM is a simple solution to a complex issue. I did not expect to get step-by-step instructions of how to create a One Page Business PlanTM in such a short amount of time.”
Shannon Neely
Insurance Protection Group

“This is a new approach to delivering a business plan that is very impressive.”
Fred Martin
Martin Financing

“Real ideas to use in my business.”
Ron Fennell
Meadwell Mowat & Fennell


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