Leading Advisor Financial Advisor Coaching

One Page Business Plan Testimonials from Advocis, North Saskatchewan – October 17, 2012

“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 financial advisor’s business. I was surprised that consciousness is so critical. It’s true; but I never thought about it.”
Terry McBride
Raymond James

Simon reinforced that I need to think about my business and where to go from here, looking out 1 to 3+ years. The presentation was a glimpse of the simplicity of putting the data of a plan to a software program.”
Kelly Kuspira
DWM Securities Inc.

It was a good reminder of the importance of writing goals and that taking the time to plan is time well spent. I also liked the idea of having a staff meeting on a Monday versus the end of the week. I didn’t expect to receive a free newsletter.
Bob Dobrinski
Bob MJ Dobrinski Financial Inc.

I always enjoy Simon’s passionate presentations and the timing of this ‘business plan’ is perfect! I look forward to working with him going forward. I received 2013 business plan motivation!
Laurianne Osinak
Rudichuk Agencies Ltd.

It was an inspiring and thoughtful presentation. Very practical. It made sense. I am intrigued with the thinking behind the concepts. It was a clear philosophical background of thought.”
Wally Klassen
WALT Holdings Inc.

It was a very organized, informative and detailed presentation. I received focus on how to achieve my goals and strategies as an advisor. Very informative.”
Lea Gamboa
Sun Life Financial

I liked your enthusiasm! I enjoyed your comments on the ‘conscious mind’ being our biggest asset. Your presentation is updated and new. You are never stale. I should know as this is the 3rd or 4th time I’ve seen you.”
Norman Tarasoff
Investors Group


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