Booked & Tentative Financial Advisor Speaking Dates For 2012

January 11, 2012 by Simon · Leave a Comment

Our financial advisor speaking dates are starting off with a bang for 2012.

In previous years, I have done as many as 32 financial advisor speaking dates and with 8 financial advisor speaking dates confirmed, we are already up to 25% of our financial advisor speaking dates goal.

Laura and I are using DropBox to track the Tentative Speaking Dates as they come in so that we don’t overbook ourselves and we just ran into a situation this morning where we have two clients looking for the same date in March.

Here are the Tentative Speaking Dates from prospective financial advisor speaking clients that we have on our list:

March 1
March 15
March 28
April 17
April 19
April 21
April 24
April 25
April 26
May 15
May 16
May 17
May 18
May 22
Nov 6
Nov 7
Nov 20

If you are looking at having me speak at your next financial advisor conference, please give us your commitment as soon as possible.

Filed under: Financial Advisor Speaking
Tagged: Financial Advisor Speaker, Financial Advisor Speaking, Leading Advisor

Are You Complaining About The Prospect That Got Away?

November 7, 2011 by Simon · Leave a Comment

It is Wednesday morning, November 2nd and a day of delayed gratification in a Toronto hotel room with a late 3pm check out because of an honours card from Radisson Hotels in advance of a 5pm ET flight to Nanaimo via Vancouver. Everyone is still sleeping on the West Coast.

I’m listening to the soothing sounds of Oceanwaves 2 on my iPhone coming from the Brainwave App while working on a 2012 web site upgrade.

The website upgrade has to do with re-focusing the site from one on one coaching to webinars, workshops, one on one telephone coaching and one on one live coaching because that is what is going on behind the scenes of the website so I am bring it all to the light of day.

I’m next door to the Toronto Congress Center where I spoke on Tuesday, November 1st at the Independent Financial Brokers Summit and I could go over to the second day of the conference and attend speaking events & network at the trade show on the off chance that I will connect with someone.

Instead I am using a rare day with zero interruptions to work on finishing the web update that have been sitting 95% complete since the end of August when the fall speaking season hit with financial advisor speaking presentations in Las Vegas, Washington, DC, Ottawa, Edmonton, Winnipeg, Halifax, Kananaskis and now Toronto.

Today, you could say that I am taking care of the needs of the many through the updated website for 2012 versus the needs of the one or two whom I may have connected with at the conference.

One has to have boundaries and I’m choosing to remember that I had a standing room only audience of 250+ attendees yesterday which is between 25 – 33% of the attendees of the entire conference and here is a picture of the audience 5 minutes before show time.

The truth is, the attendees of the Independent Financial Brokers Summit that wanted to talk with me attended my One Page Business Plan speaking presentation and would have submitted an expression of interest so there isn’t any sense in investing the time for an off chance conversation. One can always complain about the one that got away.

Here are the speaking testimonials from the One Page Business Plan speaking presentation at the Independent Financial Brokers Summit on November 1, 2011.

Testimonials from IFB – Toronto, ON – November 1, 2011

“Simon used real life examples. It reminded me of other things I was working on last year and got put to the side. I am motivated to start them again.”
Debby Austin
Etfs/RSA

”Enthusiastic and focused presentation. Simon cut through the stuff to focus on what matters.”
Michael Farrell
Manulife Financial

“Simon was organized and talked about clearing your mind and focussing on what is important. Plan, action, review.”
David Dean

”I liked the focus – planning goals and objectives, written short term and long term goals. It was a kick in the seat of the pants.”
David Foe
Cornerstone Financial

“I enjoyed Simon’s energy level and the information he provided. It struck a nerve. The listed negatives are what I deal with daily.”
Larry Gallant
Queensbury Securities Inc.

”I enjoyed the enthusiasm of Simon’s presentation. An easy step-by-step way to make a business plan to help ease my mind.”
Derek Huppke

“Dynamic and goal oriented! Practical information to change my thinking and improve my performance!”
Wayne Kirsh

“I like that you’ll help with time management and set up. I received permission to focus on just changing / controlling one thing “clear consciousness”.”
A.J. Koenig
Investors Group

“Simon reinforced the things we already know in a high energy format! He gave ideas and thoughts of unmet needs.”
John Laban
P.F.C.I.

“I liked the software and the ability to complete this in under 90 minutes.”
Steve Lloyd
Freedom 55 Financial

“This is my second summit. I am so glad to see a motivational speaker. I really needed it. The One Page Plan looks easy enough to get started. We received copies of the Power point presentation. I can’t wait to start!!”
Katherine Mamalyga

“Simon spoke about our needs challenging success and the reason we’re afraid to ask for referrals. We received free access to building a business plan.”
Pam Martin
Baynes & White

”Simon was very positive, had high energy, was logical and motivating. He provided examples that work. A very simple plan.”
Gord Moller
Moller Insurance

“Love the idea of a simple one-page plan. It’s easy to follow, monitor, create changes and update as needed. There was lots of humour, lots of interactive comments and questions! It helped since I left Bowmonville at 5 am to beat the traffic!”
Lucy Naylor
LL Financial

”It was a complex subject organized and condensed into a simple approach that anyone could use. I feel revitalized bout making the next year my best year ever. The timing is perfect. It was a fresh viewpoint.”
Virginia Neely
Virginia Lee Neely CGA

“Simon helped me face the planning for business plan for 2012. It was a simple process for planning a business plan with a template.”
Charles Patlakas
Allstate Insurance Agency

”I liked the focus on a business plan and writing goals down. I also liked receiving the PowerPoint presentation.”
Keith Rendall
FBG

”I liked everything and, in particular, I liked receiving the business plan. Thank you so much! Amazing job. God bless you.”
Alma Salima
MFS

“A great topic and great presentation with lots of good information that can help me improve. I have lots of ideas. We received the One-Page Plan presentation as well as the way to do it.”
Charanjit Singh
Creative Way Financial Inc.

“A good presentation and an enthusiastic speaker. I came to hear Simon. We received the illustration of the One-Page Plan.”
Glenn Stewart

”Great speaker! He made me think about my own plan – none. I have been inspired.”
Ron Tustian

“The presentation had a lot of information presented in a delightful way. I am enthusiastic that I can make the change.”
John Webster
John Webster Insurance

“I enjoyed the 5 parts of the business plan , vision, mission etc. Very passionately presented. We received much more complimentary material than expected.”
Sarah Wyse
Wyse Financial Solutions Inc.

Filed under: Financial Advisor Speaking, Sales & Marketing
Tagged: Financial Advisor Speaker, Financial Advisor Speaking, One Page Business Plan

One Page Business Plan Now CE Accredited With Advocis

August 17, 2011 by Simon · Leave a Comment

We just received CE Accreditation under the new 2010 Advocis / CLU Institute CE Accreditation Guidelines for the One Page Business Plan speaking presentation.

Here is a copy of the postcard that we are sending to all Advocis Chapters, Life Insurance Companies and MGA Firms to augment or financial advisor speaking efforts.

It was great that we were able to announce the CE Accreditation through FaceBook, LinkedIn and Twitter to the following Advocis Chapters with a presence on FaceBook, LinkedIn and Twitter.

Advocis National
Advocis Hamilton
Advocis London
Advocis Nova Scotia
Advocis Simcoe Muskoka
Advocis Toronto
Advocis Vancouver
Advocis Vancouver Island

Filed under: Financial Advisor Speaking, Sales & Marketing
Tagged: Advocis, Financial Advisor Speaker, One Page Business Plan

Testimonials from NAIFA Sales Caravan Event, Iowa City, Iowa – November 9, 2010

August 10, 2011 by Simon · Leave a Comment

“Simon presents a concept and pattern for business that is easy to follow and is just what I needed for 2011.”
Timothy West
Timothy West and Associates

“An energetic, passionate and enthusiastic presentation with information and ideas to help me with more in depth planning using the Roadblocks Scorecard.”
Al Eckhoff
Federated Insurance

“A high energy presentation with lots of good information. It encouraged me to set goals and think about what I do and ‘why’ I do it.”
Deb Roth
Deb Roth Insurance and Investments

“Energetic and positive. Simon presented an inner look at personal motivation and thinking.”
Michael Lanman
Designed Health for Life

“He presented planning ideas and ways to schedule my time.”
Genevieve Frazier
Federated Insurance

“Simon combined humour with professional insight. The presentation made me look in the mirror.”
Barry Johnson
Net Insurance

“I enjoyed your enthusiasm. Learned information on referrals, setting a business plan, goals, journaling and time management. Very interesting speaker.”
Hilary Samples
Halligan McCabe Devries Funeral Home

Free One Page Business Plan Webinars September 9 & 28^th – Register Now!

Announcing Leading Advisor’s One Page Business Plan^(TM) Free Webinars and the One Page Business Plan^(TM) Webinars!“If you don’t get the words right, you might build the wrong business and may never get the numbers right.”The dates for the One Page Business Plan^(TM) Free Webinars are:

Friday, September 9^th at 11:15am EDT
Wednesday, September 28^th at 12:30pm EDT

Who should attend?

Do you have too many scattered ideas?
Do you need to focus on a few?
Do you need to jumpstart your business right now?
Do you have no time or interest in writing a 50 page business plan?
Do you need to determine if you’re focusing on the right things?
Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan^(TM) – a powerful tool for building and managing a business. It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way! I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan^(TM).

To Register for the One Page Business Plan^(TM) Free Webinars:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

Friday, September 9^th at 11:15am EDT
Wednesday, September 28^th at 12:30pm EDT

Filed under: Financial Advisor Speaking, Testimonials
Tagged: Financial Advisor Speaker, Financial Advisor Speaking, Investment Advisor Speaking

Testimonials from NAIFA Sales Caravan Event, Waterloo, Iowa – November 12, 2010

July 13, 2011 by Simon · Leave a Comment

“I enjoyed the idea of journaling about my values so they are reinforced and give me focus.”
Steve Dewey
Financial Decisions Group

“I enjoyed everything! I especially enjoyed the unmet needs that can drive us and interfere with success, and the importance of identifying values and excuses. Simon presented good, quality tools that can be used in business.”
Kathy Folkerts
Northwestern Mutual

“It helped me realize my strengths and weaknesses.”
Dennis Litherer
Financial Decision Group

“I enjoyed the energy behind the presentation and the breadth of ideas presented. It was very good.”
Mark Platte
SBT Investment Services

“It was a reminder of the power of goals, a plan for work, family, finances and faith, and time management. I have a renewed focus to help establish a transition plan for my business.”
David Beaty
Heartland Financial Services

“Simon gave great, meaningful quotes and inspiration! I now have a plan to deal with negative thoughts and overwhelming tasks.”
Jon Fortune
Transamerica Life Insurance

“Simon was enthusiastic, knowledgeable and presented with style.”
Bruce Buhr
ING Financial Partners

“Simon presented an excellent point that values are the DNA of vision. I enjoyed the passion of the presentation.”
G. Brot Trasamar
Thrivent Financial

“He reminded me of what needs to be done to focus on my business versus the sell, sell, sell attitude.”
Ron McDonald
Bradley –Beck & McDonald

Filed under: Financial Advisor Speaking, Testimonials
Tagged: Financial Advisor Speaker, Financial Advisor Speaking, Investment Advisor Speaker

Testimonials from NAIFA Sales Caravan Event, Sioux City, Iowa – November 11, 2010

July 11, 2011 by Simon · Leave a Comment

“Simon reminded me of the things I’m not doing and should be doing with my business.”
Randy Kruse
Farm Bureau Financial Services

“Simon was right on. It brought me back to when I was the #1 producer in my first year.”
Roy Blier
E.F.C.

“Very interest and engaging with lots of insight.”
Rhonda Fitchett
Axa Advisors

“Simon has a down to earth manner. What he said made sense. He was very easy to listen to.”
Char Granstra
Axa Advisors

“He had great ideas and motivation.”
Joan Schreier
Farm Bureau Financial Services

“I really enjoyed Simon’s enthusiasm. He believed in what he was presenting.”
Erin Kies
Tim Horsey Agency

“It was a wakeup call for me. It made sense.”
Robert Scmitz
Schmitz Financial Group

“Energizing presentation. Good take home material.”
Richard Renfro
Northwestern Mutual

“Authentic presentation. You can tell Simon believes in what he is doing. He is contagious and enthusiastic.”
Mike Nash
MG Nash Financial Solutions Inc.

“Simon is an enthusiastic speaker. He was very positive and provided excellent motivation. He was ‘above the crowd’. Good work Simon!”
Connie McWilliams
McWilliams Agency

“Simon exudes the values he talks about. I have a newly lit fire in my belly to believe in what I do and to believe in myself.”
Tamara List

“I was inspired.”
Gari Stuckel
Thompson & Associates

“Very energetic speaker. Simon kept the attention of everyone in the room. Very interesting! Thanks!”
Merle D. Milne
Hawkeye Brokerage Center

“You kept it lively. You injected your personality and smiled. I knew I was in for a good speech.”
Pete Hawkinson
Farm Bureau Financial

“You had an abundance of knowledge of personal and business practices.”
Brandon Steffe
American National Insurance

Filed under: Financial Advisor Speaking, Testimonials
Tagged: Clear Your Roadblocks, Financial Advisor Speaker, Financial Advisor Speaking

Testimonials from NAIFA Sales Caravan Event, Des Moines, Iowa – November 10, 2010

July 7, 2011 by Simon · Leave a Comment

“Simon’s an enthusiastic speaker. I enjoyed the emphasis on vision and planning, focus on internal psychological issues, and your willingness to share this information.”
Nathan Wells
Mass Mutual

“He is passionate and committed to his story and helping people be successful. He showed that I can have the passion and vision to be the best.”
Tim Retz
American Trust

“Simon went step by step to develop the process with my ‘addicted to selling’ partner. I loved the focus on 90 days and the business plan.”
Susan Marcum
Retirement Solutions Group, Inc.

“You’re positive and enthusiastic. Your truthful message really hit home with me and my business practice. You made me realize how much room I have to grow and restart my business practice in a positive way.”
Kris Wright
MML Investors Services

“You showed a system that provided possibilities partnered with accountability.”
Tom Hallstrom
The Guardian Capital Financial Strategies Group

“You had energy and passion! Your thoughts on the unmet needs applies to all areas of life.”
Jeremy Heilskov
New York Life

“A simple yet powerful idea that will work to build a sustainable business and personal life.”
Paul Koeniguer
Ameriprise Financial

“I know I can reach what I want to accomplish – by starting today. I can do it.”
Robert Grieser
Metlife

“I had my eyes opened again and learned the importance of clearing the mind.”
David Nichols
MML Investors Services Inc.

“Lots of energy and great ideas. It was great encouragement to start doing more.”
Thomas McCoy
North Western Mutual Financial Network

“Very enthusiastic and clearly passionate about your topic.”
Craig Hagkull
Principal Financial Group

“The visual slides and definitions used helped me to understand the thought process. It helped me understand what is blocking me from meeting my goals.”
Jerry Jenkins Jr.
Jerry Jenkins Jr. Insurance Agency

“I appreciated the concept that success all comes down to writing down goals, wishes and values. We all have what we need to succeed so stop making excuses.”
Trent Davis
Davis Life Brokerage

“Your ideas and suggestions are insightful and your presentation was filled with energy.”
Bill Warren
Central Financial Group

“I liked your Planning 2011 process.”
David Mehmen
Principal Financial

“Very energetic… Simon gets you thinking about getting out of unproductive routines. It was a good suggestion to journal and clear your mind so you can think of a plan and be happy.”
Matt Cale
State Farm Agent

“Insightful and inspiring. Simon presented ways to overcome problems we all face and a process to make that happen.”
Melisa Burnett
Farm Bureau Financial Services

“Simon spoke about the unmet needs and how they affect us every day and hinder us personally and professionally.”
Norm Wright Jr.
Met Life

“Passionate presentation with tons of energy. He provided tools to energize planning for 2011.”
James Lunders
State Farm

“A simple but new concept that makes so much sense. I am getting the book to learn more.”
Christina Paterson

“Energetic presentation. You pointed out things that limit us.”
Dave Dykstra
Principal Financial Group

“You gave clear ideas to help remove the negative thinking and start new. You had insight into how negative thoughts impede the implementation of value.”
Dean Siegfried
Siegfried Insurance Agency

Free One Page Business Plan Webinars September 9 & 28^th – Register Now!

Announcing Leading Advisor’s One Page Business Plan^(TM) Free Webinars and the One Page Business Plan^(TM) Webinars!

“If you don’t get the words right, you might build the wrong business and may never get the numbers right.”

The dates for the One Page Business Plan^(TM) Free Webinars are:

Friday, September 9^th at 11:15am EDT
Wednesday, September 28^th at 12:30pm EDT

Who should attend?

Do you have too many scattered ideas?
Do you need to focus on a few?
Do you need to jumpstart your business right now?
Do you have no time or interest in writing a 50 page business plan?
Do you need to determine if you’re focusing on the right things?
Do you need an effective blueprint to keep yourself and team focused?

To Register for the One Page Business Plan^(TM) Free Webinars:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

Friday, September 9^th at 11:15am EDT
Wednesday, September 28^th at 12:30pm EDT

Filed under: Financial Advisor Speaking, Testimonials
Tagged: Clear Your Roadblocks, Financial Advisor Speaker, Investment Advisor Speaker