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