One Page Business Plan Speaking Testimonials from Pro Seminars – Las Vegas, NV – September 12, 2012

September 26, 2012 by Liz · Leave a Comment

“Your tone of voice is easy to listen to. Your material pertains to what I do. I can actually develop me own plan.”
Shirley Granger
Borderline Life Insurance

“I’m looking at what questions I need to ask myself. This will help me to help others. Cool! My greatest asset is, not time, not money, not energy, but my ‘consciousness’. I need to revisit my focus.”
Wilmar Federau
Investors Group

“I liked everything about the presentation. It brought into focus what I knew but have never done. How much of what I need to change is common sense. I do have the answers; I just need the courage to ask the questions.”
Declan O’Reilly
O’Reilly Insurance Ltd.

“What I liked best about the presentation was when Simon talked about the process for hiring an assistant, the one page business plan, assisting with priorities and asking for business. It’s important to write a business plan. We received free stuff.”
Harvey Tribe
Mutual Financial Services

“The presentation reinforced ideas I have used but gotten away from and need to get back to. It was good reinforcement for my staff that were there for the first time.”
William McDonald
The Cooperators

“Content rich and well presented. I received verification that I’m on the right path in my thinking.”
Paul Lauzon
Lauzon Financial

“The best part of the presentation was when Simon talked about the list of habits that hinder us and ways to improve our success rate. We received a tutorial program to assist with building a business plan and other free offerings.”
Annie Guy
Artimum Mutual Funds Inc.

“We received ideas on how to establish more consistency in the business and measure objectives.”
Jim Matson
Matson Financial Services, Inc.

“It was a focused and clear explanation, very organized and full of information. The information on succession planning was a very logical approach.”
Marilyn McGhan
Shaw Insurance Agencies Ltd.

“I thought the presentation might be the same ‘write a plan’ information that is usually given out; however, this presentation had more useful information than that.”
Nortina Bell

“You were talking to me. I need to retool and focus. It was a simple message for a common problem. I received a wakeup!”
Jeffrey Holbrook
Investors Group

“The presentation was very motivating and relates to my current business plan and daily conflicts of my time. There was free, useful content I can implement right away.”
Michelle A. Hunter
Investors Group

“The presentation was simple, concise and to the point. It got me thinking about taking the time plan my business better.”
Peter MacIntosh
MacIntosh Financial

“The best part of the presentation was the content and passion of the presenter. A written business plan is important and achievable. It reinforced my vision and the changes that I need to make. We received the client engagement process.”
Margaret Dokic
Investors Group

“I liked the simplicity of setting up a plan and manageable goals. I am surprised that this will be sent to me without charge.”
Vicky Benedetti
Investors Group

“The presentation was clearly articulated and very appropriate ideas for our business. There were some ideas that I can apply to running a more effective business. I am interested in the steps for hiring a good assistant.”
Larry Onions
Investors Group

“Simon gave examples of what to do better, habits that I need to build. The Discipline Success Chart was a great reminder of what I need to do.”
Jim Dunton
Freedom 55 Financial

“I liked the disciplines of where we are, what are the next step of disciplines. I received clarity around creating an all-encompassing business plan.”
Carolyn Melnychuk
Secured Future

“The best part of the presentation was the clarity of the issues that impact capacity for business growth. I received clear steps to implement building a simple, easy-to-prepare business plan.”
Nina Myers
Investors Group

“The presentation motivated me to take another look at my business plan, to streamline it. It is possible to write a business plan that is short, succinct and achievable.”
Dianne Dimozantos
Investors Group

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

The Six Degrees of Life Insurance Connection Speaking Testimonials from NAIFA – Nebraska May 10, 2012

May 29, 2012 by Liz · Leave a Comment

“I can’t wait to get the brief emailed to me. The analogy of Christmas Past and It’s a Wonderful Life were powerful. I understand the importance of adding my ‘parable’.”
Todd Gaswick
First Command

“Excellent presentation with practical material. I really liked the hard copy example of the referral card.”
David Meyer
Sentio Executives, LLC

“I liked Simon’s passion, enthusiasm, energy and personal life story! Thank you! Simon showed how values really do matter to my practice and helped me to recognize them and set goals and create a vision!”
Brandy Barrett
Western Insurors

“Practical, useable information and Simon provided us with referral assistance. ”
Brian Phares
Phares Financial Services

“I liked your passion. I also really like your concept of getting yourself and your values right so we can better ourselves and our business. I was motivated to really look inside and get rid of the ‘stinkin thinkin’!”
Josh Sirek
Town & Country Insurance

“Great ideas. I needed this! I didn’t expect to hear about how to get referrals.”
Susan Hilton
Harry A. Koch Co.

“Simon opened my mind up to being a whole person, to be my best at working with my clients. It was a lot of information in a short amount of time.”
Cory Kruse
State Farm

“It was good motivation and helped me to recognize my weak areas.”
Becky Manning
Thrivent Financial For Lutherans

“I enjoyed hearing the 60-second elevator speech and referral talk. There were many great ideas!”
Nate Larsen
John Hancock

“I liked the way Simon acknowledged unmet needs and focused on values.”
Stephanie Brock
Aflac

“Simon made me look at my values and list them. I should start the day off looking at my values and goals and I should have a story. We received the makings of a 5 year business plan and the idea of working on referrals.”
Lynette Krie
Farm Bureau Financial Services

“The ideas were simple to implement for anyone. I liked the business ideas and beliefs listed on the referral card – it’s a great marketing idea.”
Carol Wemhoff
Farm Bureau Financial Service

“I liked the values/feelings connection, understanding how closely values are intertwined in our products and can be described as such. Simon brings a passion to our industry. ”
Brian Boesiger
Benefit Management

“The referrals discussion, with email followup and referral card, were spot on! Thank you. ”
Tanya Patzner
State Farm Insurance

“I liked the 6 degrees connection and reviewing my values.”
Paula Harris
Financial Network

“The presentation was concise and meaningful and I enjoyed the concept of a ‘parable’.”
Carol A. Anderson
Curves Financial Group

“I liked the business card idea and the thoughts about unmet needs and how those can affect your success in the business.”
Maureen Gotch Vinton
Mass Mutual

“I enjoyed Simon’s passion and how passion is linked to success in both business and personal life! An authentic story of success and failure and the story behind it! Openness on how to be successful.”
Paul F. Koehler
Strategic Solutions Wealth Mgt.

“It was a great approach to goal setting, 5 year planning and overcoming fear in business.”
Brian Leichner
Pro Source Insurance

“Valuable ideas and suggestions and I liked going over unmet needs and finding your values. I didn’t realize this would go over self esteem and confidence – why you need to bring that to your clients.”
Abby Vosika
American National Insurance

“I liked the elevator speech card and hearing about our true values.”
Clarence Cunningham
Cunningham Insurance

“It was interesting to find out about the human side of how and why you become successful. I enjoyed Simon’s enthusiasm on something I struggle with. I received humanity; get your needs met and follow your values.”
Connie Gibb

“Simon helped me to understand how a written set of values will expand my business. I liked the idea for the elevator speech, cards and revamping my standard elevator speech.”
John Keeley
Principal Financial Group

“It was thought provoking and put a few things into perspective. I need to write out a business plan and break my goals down to quarterly numbers.”
Travis Langemeier
Ameritas

“I liked the ideas of building self esteem and belief and how to achieve them. You gave us free aids which I’m sure are just the tip of the iceberg but important also.”
Steve Tando
Tuzson Financial Group

“I liked the step-by-step process and the simplicity; it’s something I can use right away in my practice.”
Al Stelling
Farm Bureau Financial Services

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

7 Actions to Take Now to Meet and Exceed Your Goals Testimonials from NAIFA – Nebraska May 10, 2012

May 24, 2012 by Liz · Leave a Comment

“Great Information and well put together. Simon gave us some immediate takeaways, useful pieces that I can use tomorrow in my business.”
Tom Wilkinson
Heritage Financial Services

“I liked the recognition of the LILI program and how your program compares. I received a renewal of much of the LILI training.”
Debra J. Sindt
Thrivent Financial

“It looks like a plan that I could use. I didn’t expect to receive the free newsletter.”
Faye Osborn
Financial Network

“Good information on values, goal setting and planning with a more in-depth look at integration between planning, delegating and values.”
Brian Phares
Phares Financial Services

“I liked the ‘empty mind’ exercise you shared. I’m always running, multitasking and doing-being, not a human being.”
Mary Kramer
Holmes Murphy

“I liked the ideas that were generated, in particular the idea of a one page business plan and how to clear my mind.”
Pat Hoefener
Blue Cross Blue Shield of Nebraska

“Amazingly enough, I liked the ‘Empty Your Mind’ and the importance of centering my focus by not being distracted. Values are affected by ‘unmet needs’ and it really pointed out the true importance of taking care of all our needs. “
Douglas A. Palank
Central Financial Services

“The presentation moved along with lots of ideas. I received more than I expected.”
T. Jay DiBacco
Wealth Makers

“Simon had good concepts that I can use in my business, in particular using vision, values and objectives in my business.”
Travis Lewis
Ohio National

“In addition to what I got this morning at your AM presentation, more great additional tips.”
Todd Gaswick
First Command

“The presentation was fast moving and to the point; it gave plenty of food for thought. We received the One Page Business Plan^TM”
Tom Bosshardt
Thrivent Financial

“I liked the journal idea. I have a much better understanding of a business plan.”
Daniel Duren
Benefit Management

“I enjoyed the information about the One Page Business Plan^TM. I need to implement this tool in my life! I did some research in January on this but put it aside after the 1st quarter. You had great ideas on how to get focused and hold ourselves accountable as our agency lacks this.”
Brandy Barrett
Western Insurors

“I liked the introduction to the One Page Business Plan^TM”
Stephanie Brock
Aflac

“Very energetic and informative presentation with lots of resources.”

Steven Rhoades
Farmers Insurance

“I liked the ‘Empty Your Mind’ concept and listing your likes and dislikes. We were given information that can apply to many different types of work.”
Brad Utoft
Blue Cross and Blue Shield of Nebraska

“Simon had solid ideas that can help refocus someone on priority areas. “
Kevin Baumberger
New York Life

“Simon’s material is clear and simple to understand, and materials I can use today in business.”
John J. Meneely
Lifetime Financial Group

“I really like the concept/tool of getting out of overwhelm. We received insight into work and personal life as to why some things are still incomplete.”
Ann Naderhoff
Midlands Financial Benefits

“I liked the ‘Empty Your Mind’ exercise to do at the beginning of the year and being stimulated to refocus.”
Neal Thomas
Brokerage Services/Transamerica

“Simon gave a “how to” explanation for each step and gave us the opportunity to get the One Page Business Plan^TM.”
Pat Small
Benefit Management

“It helped me realize what I need to do to get focused and organized. We received ideas on planning daily, quarterly, etc.”
Becky Manning
Thrivent Financial For Lutherans

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

Positive Feedback From NAIFA-Boise!

May 14, 2012 by Simon · Leave a Comment

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

Clearing My Roadblocks With An iPad2 & SimpleMind+

May 9, 2012 by Simon · Leave a Comment

It’s 10am on Thursday, May 3, 2012 and I am just taking a break after reviewing my PowerPoint presentation entitled The Six Degrees Of Life Insurance Connection which I will be delivering to NAIFA – Nebraska on Thursday, May 10th.

I delivered The Six Degrees Of Life Insurance Connection a number of times back in 2009 and 2010.

Like The Edge who is the guitarist from U2 who has to relearn the cords to U2’s songs every time they go out on tour, I have to relearn The Six Degrees Of Life Insurance Connection PowerPoint as I have not delivered it in a while.

Thank goodness for Buffer Days!

At the same time, I have developed some new insights that are included in my newer PowerPoint presentations and I want to integrate these into The Six Degrees Of Life Insurance Connection.

So what to do?

Use the SimpleMind+ App and my iPad2 to create a side by side mind map of both presentations to get a very big picture view of components of both presentations so that I can do the integration.

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