Leading Advisor Financial Advisor Coaching

One Page Business Plan Speaking Testimonials from PPI – Halifax, NS – October 13, 2011

“Entertaining presentation with good ideas. I have better insight into where my goals should be.”
Lisa Smith
Medavie Blue Cross

“Focused presentation with real ideas. Very interesting. “
Scott Lewis
Attiscorp Financial Group, Inc.

“A precise, simple and clear presentation with ways to get the business to another level. I thought this was a presentation about time management, but it was more than that.”
Joel Drolet
Goguen Champlain Financial Services Inc.

“A clear, concise process of business development. I like that I’m able to continue to receive more information afterwards.”
Scott Johnson
One Stop Financial Solutions Inc.

”Simon is one of the best presenters on this subject. A positive, understandable format; it can be followed by anyone, including me. Simple and energizing presentation! Batteries included! I have the initiative to plan.”
Garry Gordon
Evangeline Securities

”A passionate presentation and good delivery with ideas for getting organized to achieve short and long-term goals.”
Darrell H. Fowler
Designed for You Financial Strategies

”Simon was enthusiastic and lively. I like the idea of a one page, simple but effective, plan. I had a good time and am motivated.”
Rick Coyle
Financial Bistro


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