Welcome to the April 2011 edition of our Plan · Practice · Profit E-Newsletter!

It is the end of the 1st Quarter of 2011, our second year of using the One Page Business Plan and the proof is we are walking our talk as demonstrated by the following results. Please note that we are offering Free Webinars on the One Page Business Plan. Please click here for more information and to register; https://leadingadvisor.com/financial-advisor-training/one-page-business-plan/

I’m taking this opportunity to write down what we have to give thanks for in the format of a journaling that I offer to my clients in my book Curing The Unmet Needs Disease. You can order your copy here; https://leadingadvisor.com/financial-advisor-training/curing-the-unmet-needs-disease/

I observe that we are expressing the values of Attraction, Currency/Energy, Encouragement, Partnering/People, Professionalism/Quality/Service, Sense/Wisdom, Teaching, Understanding/Empathy and Venture

And through this we are creating the following results …

• We are providing a Clear Your Roadblocks Workshop for Edward Jones
• Our clients continue to meet and exceed their personal development and professional development goals
• Received the designation of a Senior Certified One Page Business Plan Consultant
• We are on track with our One Page Business Plan
• We joined NAIFA- Iowa
• All of our clients have a One Page Business Plan
• We are making great strides working with our Social Media Manager Liz Urichuk and here are the results:
  • Leading Advisor Facebook Fanpage created
  • New Twitter & YouTube background
  • Created Hootsuite account to help manage our social media strategy
  • Listening, sharing and conversing in the financial advisor, financial associations & financial publication conversations online every weekday.
  • Posting consistently on Twitter, Facebook and LinkedIn
  • Creating new updates to post throughout the morning each weekday
  • Increasing number of updates daily in social media accounts
  • Promoting speaking dates, OPBP and Advisor.ca Visionary Poll using social media
  • Adding new connections and financial advisor groups & publications in social media accounts
  • Bio changes added to all social media accounts
• We are making significant head way on the writing and implementation of our COI / HNW Client Marketing Plan and Laura is creating excellent results with the contact and booking of many speaking opportunities
• Our taxes and HST are filed and paid
• We are upgrading Maximizer 11 to an Enterprise Version
• We are speaking at the Independent Financial Brokers Summit in Toronto
• Made the #2 spot in Advisor.ca’s Visionary Poll
• Well on my way to learning Camtasia
• We are speaking for PPI Solutions in Kananaskis
• Purchased an HP Pavilion dm4 laptop
• We are speaking at Pro-Seminars coast to coast
• Sales are significantly ahead of last year
• Invited to write for the Senior Market Advisor as well as being invited to speak at the Senior Market Advisor Expo in Las Vegas
• Invited to speaking at the National Association Of Insurance and Financial Advisors National Conference in Washington, DC
• We have successfully created and delivered One Page Business Plan PowerPoint and Webinar Presentations
• Laura and I are going to Yoga 3 – 4 times per week, blood pressure is way down and so is my weight
• We are going to Nuevo Vallarta in April and the British Virgin Islands in February of 2012
• I’ve been invited to present on Bright Talk / Thought Leadership Live in the UK … thanks to the referral from Matt Anderson – The Referral Authority
• Rebranded our business with; Plan * Practice * Profit
• Improve information management with a recommitment to Dragon, Evernote, Maximizer, MindGenius and MS Tasks
• We are speaking at Advocis Winnipeg
• We are working with a great team that includes Chris Barrow, Kim Black, Ken David, Pat Finucane, Theresa Haigh, Jim Horan, Deanne McAndrews, Penny McGuire, Simon Parsons, Liz Urichuk and Kevin Wessel

… and therefore we feel appreciative, certain, committed, confident, excited, happy and at peace …

And ready for the Second Quarter of 2011!

One Page Business Plan^(TM) Webinars

Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinar 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^th at 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?

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

For further information on the One Page Business Plan(TM)please go here, One Page Business Plan Webinars