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, 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?

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: Clear Your Roadblocks, Financial Advisor Speaker, Investment Advisor Speaker

One Page Business Plan Financial Advisor Speaking Testimonials from Pro-Seminars – Calgary, AB – June 15, 2011

June 28, 2011 by Simon · Leave a Comment

“Simon is a good speaker and kept the audience focused. His presentation makes it seem easier to focus on the plan to succeed in business and life.”
Ellie Jenner
Investors Group

“The presentation was informative with straight facts and good information. I am motivated to act.”
Dennis Nicholson
Dennick Insurance Services

“Very engaging presentation. The template information looks very useful and the information from the website was very interesting.”
Jason Yip
Greenfield Benefits Inc.

“I was inspired by the presentation. Write it down and it might get done.”
Terry Basaraba
Investors Group

“I liked Simon’s passion, energy and explanations. I understand the importance of a business plan – nature abhors a vacuum.”
Thomas Miller
Sun Life

“This was a refresher course with better ways to put together an effective business plan. I already have goals written down and review them daily. I received access to this new business plan.”
Angela Rea
Investors Group

“I met an unmet goal I knew I needed to do – a business plan. Simon’s energy level went from calm before the session to revved during!”
Doug Pennington
Freedom 55 Financial

“I liked the simplified approach to developing my business plan. I saw how simple I can build a plan and keep it updated and in the forefront of my mind rather than at the back of my files.”
Mike McKelvie
RBC Dominion Securities

”I am re-inspired. There was a good combination of ‘fluffy’ stuff and practical applications. I appreciated the reminder to write things down to help them happen.”
Jane McDonald
RBC Dominion Securities

“I enjoyed Simon’s enthusiasm and excitement. I can change my plan and focus.”
Gerry Schmaltz

“Simon is an excellent, motivational speaker.”
Marie Stickel
Sun Life

“The presentation was simple and totally made sense. I get it!”
Glenda Larocque
Synergy Works Insurance Solutions Inc.

“Simon kept me engaged in the presentation. I received the opportunity to create a simple, easy to use business plan to help refocus my business.”
Robert Patzer
Investors Group

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 date for the One Page Business Plan^(TM) Free Webinar is:

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: Financial Advisor Speaker, Investment Advisor Speaker, One Page Business Plan

Clear Your Roadblocks Workshop Testimonials From Edward Jones, Vancouver Island Region Meeting, Victoria, BC – May 26, 2011

June 13, 2011 by Simon · Leave a Comment

“Enthusiastic presentation with material relevant to the real world. The clearing process was new to me.”
Orville Acton

“I liked most of the content – especially the discussion about ego and the visioning process.”
Andrea Andersen

“I love the thorough explanation of how unmet needs filter into my ability to meet my goals. I did not expect to have a program to take away and apply to my personal practice and planning.”
Barbara Armstrong

“I like how the presentation doesn’t shy away from the negatives that we all have. Simon’s world isn’t cute or flowery, but it is correct. I was able to find both values and unmet needs I didn’t know I had.”
Matt Begg

“Simon caught me off guard. I like the focus on reality and feelings instead of new techniques and gimmicks. You brought some clarity to what I was thinking and how to process it.”
James Bond

“Working through the exercises made it personal and productive. Time very well spent. It was a relief, a weight lifted off my shoulders, that it’s not just me! Simon gave real strategies to recognize and overcome challenges impeding my success.
Brenda Carter

“Energetic presentation with clear direction. The structure and clearing process is very resourceful.”
Patrick Chenier

“The presentation stimulated thoughts on underlying issues, thoughts that are preventing me from achieving results in my business.”
Lance Conarroe

“Simon presented a clear process of how to remove roadblocks and discussed feelings, values and goals!”
Thoralf Gran-Ruaz

“I liked very much the challenging aspects of the presentation and the practical activities to go away with, use and develop. Simon gave practical exercises and novel ideas. I love the ‘clearing’ exercise.”
Keith Haigh

“Clear and enthusiastic presentation with quality handouts.”
Stephen Ingle

“Simon reminded me of the importance of thoughts, the law of attraction and to write it down. I used these ideas previously to become successful. Now I will use them to get beyond the plateau. I like the concept of the clearing process.”
Greg Kahan

“Liked the energy of the presentation, and like the idea that if I answer the questions, I will receive the topic notes.”
Audrey McFarlane

“The presentation was energetic, positive and inspirational to me both personally and my business. I liked the clearing method.”
Anne Menard

“The presentation provided me with enough structure to implement. If I had any questions about ‘how’, Simon gave me a clear guide of ‘how’. I kept notes of things I am ready to get started on… Thank you!”
Paul J. Miller

“I thought this was just going to be fluff but I have come to realize that I was closed minded and this process is allowing me to focus on the one person that can grow my business – me! It was an understanding presentation with clarity and focus.”
Ali Nozari

“You gave me the tools to put words to my thoughts and a process to describe the things I need to do.”
Greg Shearing

“You made me think about the unspeakable. I received a process to clear my fears.”
Niki Stanford

“The timing of this session was almost surreal as I have been struggling over the past while. I like your enthusiasm and approach.”
Louisa Zerbe

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

Getting Couture In The Wilderness Using A Virtual Assistant

May 26, 2011 by Simon · Leave a Comment

I joke that Laura and I live in the wilderness here in Parksville as it is missing some of the amenities like going to the movies which we have to drive 20 minutes south to Nanaimo for.

Parksville has many other blessings that include breathtaking nature at our doorstep, all the cycling, hiking and kayaking that you can handle, a fabulous community of friends and a pace of life and traffic that is like going back in time 30 years.

It’s that time again when I have to update my uniform ( suits ) because one can’t be speaking at NAIFA’s National Conference in Washington, DC in September without the couture … did I just write that?

So with the only fine men’s clothing store going out of business in Nanaimo a few months ago, I have to either go to Vancouver or to Victoria to purchase suits especially when I am north of 6’ 3” and 250 lbs. – meaning off the rack in a department store isn’t going to happen.

If you are like me, time is of the essence and I want to make the most of it and I don’t care for shopping.

To make the suit purchasing easier, Laura had a Virtual Assistant research the fine men’s clothing stores in Victoria and call them with the following questions.

I’m in Victoria this Thursday and Friday presenting workshops for Desjardins Financial and Edward Jones and I’m going to take the time to get one more thing off of my to do list so that I’m ready for the new financial advisor speaking season this September.

Based on my comments IN BOLD, I believe number 6 will be a winner.

Does your store offer higher quality FALL / WINTER business suits for a professional man in his 50s? Yes – about 7 different lines.
Do you have any 48 TALL in the store? No. However, unless you are over 6’3” he does not recommend going to tall. Very often a regular will fit – MY THOUGHTS – THIS COMMENT IS A MAJOR DEAL BREAKER, I’ll LOOK LIKE A GORILLA IN A REGULAR SUIT AS MY ARMS WILL BE HANGING OUT THE BOTTOM AND I’LL BE EXPECTING A FLOOD AT THE SAME TIME.
Can one choose from fabrics so that you can order them and then tailor them? They can do full custom suits from 2 custom lines – both from Canada. The length of time it takes depends on the fabric – stock fabric is within days; if custom fabric – about 2 weeks depending the cut.
What is the price range? Open at $695 – top out $1100, with an average of $800 (after tax) alterations are free of charge and done at the store – turn around is a week to week and a half

Does your store offer higher quality FALL / WINTER business suits for a professional man in his 50s? They do made to measure only. – MY THOUGHTS – GIVEN THE DISTANCE FROM PARKSVILLE, MADE TO MEASURE WILL NOT WORK AS I CAN’T MAKE IT BACK FOR FITTINGS, AN OFF THE RACK SUIT IS BEST WITH ALTERNATIONS.
Do you have any 48 TALL in the store?
Can one choose from fabrics so that you can order them and then tailor them? Yes.
What is the price range? $850 to $1300 plus tax. It will take about 4 to 5 weeks.

Does your store offer higher quality FALL / WINTER business suits for a professional man in his 50s? Yes.
Do you have any 48 TALL in the store? Yes. $1100 and up - MY THOUGHTS – WORTH LOOKING AT.
Can one choose from fabrics so that you can order them and then tailor them? Yes. About 4 weeks.
What is the price range? For a made to measure suit this depends on the cloth – $950 and up. He buys his fabric from Italy and England.

Tried this number repeatedly – always busy. Checked online to make the number is correct and it seems to be correct.
Does your store offer higher quality FALL / WINTER business suits for a professional man in his 50s?
Do you have any 48 TALL in the store?
Can one choose from fabrics so that you can order them and then tailor them?
What is the price range?

Does your store offer higher quality FALL / WINTER business suits for a professional man in his 50s? Yes.
Do you have any 48 TALL in the store? The only thing they have in store currently in that size is a black suit single breasted. In-stock orders (they have them but just need to bring them in) take about 10 days. – MY THOUGHTS – BASED ON #6, MAY NOT BE WORTH MY TIME.
Can one choose from fabrics so that you can order them and then tailor them? They do custom orders. Custom takes 3 to 6 weeks depending on factory and fabric.
What is the price range? $998.00 and up (for in the store, in-stock and custom)

Does your store offer higher quality FALL / WINTER business suits for a professional man in his 50s? Yes.
Do you have any 48 TALL in the store? Yes. Solid navy, strips, 2 charcol, 5 black. Start $795 and up to about $1,000. All Canadian made.
Can one choose from fabrics so that you can order them and then tailor them? Custom – has to pick fabric first. 300 fabrics, 30 or 40 for business. Once the fabric is picked, then you select style. About 10 different styles for business. They have try-on’s in the store and then they make alterations based on the try-on. Suit sale on July 1st to 31st for custom suits with 30% off fabric. He said it works out that you get a custom suit for the price of a rack suit. – MY THOUGHTS – LOOKS LIKE A WINNER.
What is the price range? Depends on fabric more than anything else. About $995 – $1600 full price for the made to measure 2 piece

Does your store offer higher quality FALL / WINTER business suits for a professional man in his 50s? She said yes but am not sure given their price point.
Do you have any 48 TALL in the store? Yes.
Can one choose from fabrics so that you can order them and then tailor them? Alterations only done in store – seamstress on site. No custom.
What is the price range? $310 for jacket $140 for pants. $399 for a suit – MY THOUGHTS – WITH RESPECT, THEIR PRICE POINT IS TOO LOW FOR A DECENT SUIT.

Free One Page Business Plan Webinars June 7 & June 23^rd – 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 date for the One Page Business Plan^(TM) Free Webinars are:

Tuesday, June 7^th at 11:15am EDT
Thursday, June 23^rd at 1:45pm 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.

Tuesday, June 7^th at 11:15am EDT
Thursday, June 23^rd at 1:45pm EDT

Filed under: Vision & Planning
Tagged: Financial Advisor Speaker, Investment Advisor Speaker, simon reilly

IFB ( Independent Financial Brokers ) Sprint 2011 Toronto Summit Financial Advisor Speaking Testimonials

May 25, 2011 by Simon · 1 Comment

It’s 3:35pm ET on Wednesday, May 18th and I’ve completed my financial advisor speaking presentation on The One Page Business Plan and here are the financial advisor speaking testimonials that I received.

I’m pleased that I have had ample One Page Business Plan speaking practice sessions to get the timing down … results exceeded my expectations with standing room only ( the picture is off the audience 5 minutes before show time ), I believe the IFB is happy, the audience is happy and I’m happy and looking forward to heading home on an early WestJet flight on Thursday, May 19th.

IFB ( Independent Financial Brokers ) Sprint 2011 Toronto Summit Financial Advisor Speaking Testimonials

“Simon presented well. I was open to receive the information so it got my attention and helped to motivate me to proceed. I believe it can help me move forward. Time to fly again.”
Anthony Del Zotto

“I like the templated Business Plan. By keeping it simple it will be used; I’m going to use it. I didn’t expect that the online template was going to be that easy.”
Joseph Muto
Alliston Financial

“Energetic and informative.”
Julie Kranitz-Andrade
Wealth Maximization Group

“I liked the concept of the One Page Business Plan and the questionnaire, to make me face the problems in my business. I’m excited to build my business.”
Anne-Marie Hodgins
Brunet Insurance

“Simon spoke with focus, detail, pace and passion.”
Errol Johnson
EagleDove Financial Inc.

“I like the simplicity of the One Page Business Plan. The presentation was informative on how to stay focussed on my goals.”
Sonia Henriques

“The presentation was well done, simple and informative. Good advisor plan.”
Larry Griffith
LG Financial

“Enjoyed your enthusiastic delivery and hearing about the definitions of vision vs. mission.”
Chad Routledge
Cortex Financial

“I like Simon’s passion!”
Cathy Kuhlmann
Johnson Inc.

“Enthusiastic presentation. I am motivated to go back to the office and take action.”
Catherine Turner
Johnson Inc.

“It was energetic, well presented with great ideas and was a good use of my time. I never saw a reason to have a business plan before; I now know the best reasons for doing a business plan.”
Irene Pawlik
Investors Group

“Clear presentation and focussed on importance of writing a plan and then to follow up quarterly. Also, our greatest asset is our consciousness—this was insightful. Also, there was an insightful concept as to why advisors do not ask all clients for referrals now. The idea of asking for referrals is always important to hear and to put into practice.”
Tadeusz Sojczynski
Worldsource Financial Management Inc.

“Enthusiastic, sincere and functional information was given. I like that there were actual tools.”
Geoffrey Cook
Infinite Financial

“I liked the focus on strategic thinking v tactics; planning to be successful with an organized process of improvement.”
Wayne Kirsh

“Simon’s presentation hit the nail on the head of what I am experiencing in my business. He reinforced simple solutions in my thinking, strategizing about my business and writing down plans.”
Brian Vanderhout
PV&V Financial Centre

“Simon addressed everyone’s problems with a clear plan to a solution. We get caught up in doing everything—sometimes it’s like watching a runaway train, stuff just takes over. We need to deal with it and there is an organized painless way to do it. It was a high energy presentation that kept me engaged. The information was simple and clear. Although I thought I knew this, hearing it in this presentation made me think again.”
Michelle Villanueva
State Farm Insurance

“Simon was energetic and passionate! I liked the overview of the One Page Business Plan and the in-depth explanation of all the components of the Plan.”
Carla Fabien
State Farm Insurance

“Simple and straight to the point. I appreciated getting the One Page Business Plan template.”
Luis Arruda
Regional Insurance Services Inc.

“Very practical information/very useful, and we received free access to useful information.”
Shawn Murphy

“Enthusiastic, passionate and attainable. I didn’t expect the One Page Business Plan to be so straight forward and workable.”
Rachel Desmarais
Desmarais Financial Services Inc.

“You’re enthusiastic and catchy.”
Audrey Keip
Keip Financial

“Very applicable presentation on how to clear the mind and focus on what’s important and eliminate the negative. One Page Business Plan—Great!”
Charlene Henhoeffer
Legacy Insurance

“Dynamic presentation. Makes the buildup of the plan easy. Simon showed us how to complete the plan and the motivation to get it done.”
Tony Francis
Legacy Financial

“Comprehensive and real presentation.”
Bill Hodgson
Focus Insurance Agencies Limited

“Energetic, positive “life force” action plan. I have seen Simon before here in Toronto and Las Vegas. I am improving and inspired to continue. I received hope and magical energy transfer of a very positive energy. All wonderful.”
Marjorie Fincham
Smith Petrie Carr & Scott Insurance Brokers

“Clear, enthusiastic and well conceived. It made me reconsider why I have not ‘written it down’!”
Murray Leiter
Foyston Gordon & Payne

“Many useful ideas stated simply and clearly.”
Owen Rhoden
Canada Loyal Financial

“The presentation was energetic and fast paced with quality material.”
Brian Goodman
Assante

“Simon was a clear, concise and good speaker—tight presentation. He showed us concise business planning techniques.”
Glenn Jones
Freedom 55 Financial

”Simon encouraged us to focus and deal with our limiting issues.”
Brian Evans
Brian J. Evans Financial Services

“Tons of information, fast paced, dynamic and relevant. We received practical information to make a plan and free PowerPoint notes.”
Doug Thomson
RD Thomson & Associates

“Simon gets full marks for enthusiasm. He gave us something concrete to work with.”
Maxine Campbell
Maxine Campbell Inc.

“I like the One Page Business Plan concept and its ability to measure goals and intentions graphically.”
George Isley
Isley & Associates

“I enjoyed the simplicity and clarity of the presentation and Simon’s passion. He gave us a path to get the Plan in place and follow/monitor it.”
Brad Gajria

“Practical information presented in a simple, to the point way. The material of the presentation allows me to put into action what was presented.”
Wendy Saw

“A dynamic, lively, well-presented, and fast-paced presentation. Simon gave us ideas on how short a period of time is needed to put an action plan on paper.”
Marilyn J. Chambers
Ten Star Financial Inc.

“Enthusiastic and energetic presentation. We received a business plan development that seems simple.”
Vickie Campbell

“A lively, relevant, useful, and implementable presentation. Simon encourages, entices, challenges and dares participation engagement.”
Ted Kennedy
E.J. Kennedy Financial Ltd.

“Simon was entertaining as well as instructional and enthusiastic. He gave us ideas that are useful and useable.”
Peggy Morgan
Sun Life

“I liked the simplicity of process to make a business plan and we received the tools to move forward.”
Susan Nicholson
The Benefits Coach

“The presentation will help to grow my business.”
Duane Pratt
FSTS Consulting

“What appears to be a simple plan I can use to improve the results I set for my effort.”
Ian Hockridge
GIC Financial Services

”There was a positive energy being projected with quality content. It is something that works. The One Page Business plan is simple and puts the flow in planning.”
Jim Domanski
Special Benefits Insurance Services Inc.

“A lively, engaging and relevant presentation with good takeaways.”
Julie Katz
GBK Strategic Financial Partners

“Simon showed a clear plan on how to get where I want to go and keep focused on how to get there. We received a One Page Business Plan and how to do it and how to accomplish it.”
Robert A. Brunet
Brunet Insurance/Assurance Brunet

Filed under: Financial Advisor Speaking, Testimonials
Tagged: Financial Advisor Speaker, Investment Advisor Speaker, One Page Business Plan

Testimonials from Advocis Winnipeg Spring Conference April 13th, 2011

April 14, 2011 by Simon · Leave a Comment

Many thanks to Advocis Winnipeg Co-Program Chairs Cherie Krentz and Jason Bonneteau for sending a bouquet of flowers to the spouses of the speakers for the Advocis Winnipeg Spring Conference … a very nice touch.

“Simon was engaging the whole time. Definitely not a droning speaker! Inspirational.”
Paul Krestanowich
Holland Financial

“Made me think about writing goals again.”
Shawn Bjornsson
Viking Financial

“It helped me understand some of the things I am dealing with that I didn’t consciously know. Simon gave the plain truth.”
Shayne Smith
London Life

“Easy to follow, upbeat, and to the point!”
Mario DiFonzo
Prime Financial Group

“Awareness of your inner powers, in a very detailed form. There was a prompt offer of materials at no charge.”
Casimiro Rodrigues
Manulife Securities

“Good discussion on how unmet needs limit life.”
Richard Fillion
SunLife

“Focused on business planning and presented potential business planning tools.”
James Kirk
Sweatman Insurance & Retirement Services

“Lively. Good insight on how unmatched needs affect your success in business and in your personal life.”
Bonnie Siemens
Investors Group

“I appreciated the deeper discussion on the difference between values and the unmet needs.”
Jeff Gerwing
Freedom 55 Financial

“A different take on the root of our problems—internal unmet needs. A very easy to understand way of framing what keeps us from greater success. I understand the importance of short-term planning (90 days).”
Emily Burt
Cardinal Capital Management

“Simon has passion and showed me changes I need to make. I have a sense of renewed enthusiasm.”
Ron Malech
Cardinal Capital Management

“Excellent presentation.”
Lorne Dell
Lorne Dell Financial

“The presentation forced me to focus on what I want to be doing in the business and that I should be consistent with my core values. I understand the need for a business plan.”
Grant McPhail
JGM Financial Services

“Simon has an enthusiastic approach and shows sincerity and commitment. I appreciate the value of a 90-day plan and have a renewed commitment.
Heather Collingridge

“Simon had my attention. Interesting. I have new reasons to plan.”
Dawn Smook
Wawanesa Life

“Enthusiastic. I remembered important things about myself that I had forgotten, accomplishments from the past. I understand the need for 90-day goals.”
Donna Winston
Wawanesa Life

“Great enthusiasm, insight and positive energy. Confirmed my focus.”
Eileen Jennings
Daystar Financial Group

“Simon was honest and truthful about our business and why we don’t do what we are supposed to be doing each day.”
Ashmead Khan
Wellington West Financial Services Inc.

“Reinforced what I know I should do. Lively and entertaining presentation.”
Henry Penner
Henry J. Penner Financial

“Mr. Reilly did a wonderful job of reinforcing the importance of a written 5 year business plan and the need and importance of asking for referrals in a tactful, professional manner. He made reference to many great authors and leaders.”
Mellany Saindon
Canada Life

“Different angle on a common topic. Inspirational.”
Dave Holt
Harrow Partners Ltd.

“I found the presentation very information. I really enjoyed listening to Simon and learning more ways to help build my business. Great information on how to ask for referrals and to journal. I appreciated the information on how to stay positive and become successful.”
Kristen Webster
Edmund Financial Group

“Simon made me rethink my plans and attitude.”
Brian Van Ryckeghem
MGI Wealth

“Simon presented old school ideas with a modern touch. Simplistic and useable ideas.”
Paul Cloutier
Paul Cloutier Financial Ltd.

Free One Page Business Plan Webinars May 11^th & 25^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:

Wednesday, May 11^that 11:15am EDT
Wednesday, May 25^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 Webinar:

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.

Wednesday, May 11^that 11:15am EDT
Wednesday, May 25^th at 12:30pm EDT

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