The Easiest Way to Write Your Business Plan

Plan · Play · Profit  | December 2010

Welcome to the December edition of our Plan · Play · Profit  E-Newsletter.

The One Page Business Plan(TM) is the best system that I know of for you to meet and exceed your goals for 2011. I’ve been working with the One Page Business Plan(TM) since December of last year with one of my coaches and my speaking schedule for 2010 is one demonstration of the results that we have created. I was so inspired by the One Page Business Plan(TM) that I went on to complete the One Page Business Plan(TM) Licensing Course this summer as part of the One Page Business Plan(TM) Certification Program and I am now ready to share what I have learned so that you can meet and exceed your goals for 2011 and beyond.

Have I abandoned the Clear Your Roadblocks Coaching System that is based on the foundation of my Curing The Unmet Needs Disease book?No! I’m an expert at helping my financial advisor clients to Clear Their Roadblocks and the One Page Business Plan(TM) is the most important thing you can do to dramatically move your business to new levels. I’ll show you how to use the One Page Business Plan(TM) to turn your good intentions into a solid profitable business by writing a very concise, yet very powerful one page document.

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:

• Thursday, January 13^th at 4:15pm ET
• Tuesday, January 18^th at 1:00pm ET
• Wednesday, January 26^th at 1:45pm ET

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.

• Thursday, January 13^th at 4:15pm ET
• Tuesday, January 18^th at 1:00pm ET
• Wednesday, January 26^th at 1:45pm ET

“This industry is becoming more complex and competitive!  The most successful financial advisors will stay out front by being creative and disciplined; The One Page Business Plan does both.  Don’t leave your business to chance!  Create a solid plan and then execute it!”
Dick Buxton

Managing Director, Private Capital Corporation

The One Page Business Plan^(TM) Is Easy!

Creating a plan has never been easier than using the One Page Business Plan^(TM). This concise process will bring new energy to your business and you’ll find great value in developing a one-year action plan that guides your business decisions and focuses your resources where they’ll be most productive over the upcoming year.

Attend this One Page Business Plan^(TM) Free Webinar and learn:

• What is a One Page Business Plan^(TM)?
• Why does the One Page Business Plan^(TM) Work?
• What does a One Page Business Plan^(TM) provide?
• How will planning benefit my business?
• The 5 essential ingredients every business plan must have to be successful.
• The Overview for the One Page Business Plan^(TM) Webinars scheduled for:
• • Webinar 1 – 9:30 – 10:30 am, February 3, 2011 – Orientation Call
  • Webinar 2 – 9:30 – 10:30 am, February 10, 2011
  • Webinar 3 – 9:30 – 10:30 am, February 17, 2011
  • Webinar 4 – 9:30 – 10:30 am, February 24, 2011

These Webinars will teach attendees immediately usable business planning skills including:

• How to concisely and effectively describe the essence of any business on just one page using key words and short phrases
• Writing a vision statement that graphically describes what you are building in two sentences or less
• Creating a mission statement that not only describes why the business exists but actually creates sales demand
• Designing quantitative business, financial and operational objectives that drive behaviour and produce results
• Crafting strategies that define the business models and best practices critical to your success
• Building actionable business building project plans that describe the work to be done to implement key strategies
• The 5 critical things you must do with your plan once it is written to assure it produces results.

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.

• Thursday, January 13^th at 4:15pm ET
• Tuesday, January 18^th at 1:00pm ET
• Wednesday, January 26^th at 1:45pm ET

If you want to move forward now and you want to work with Simon Reilly One On One with the One Page Business Plan^(TM) and you don’t want to wait for the One Page Business Plan^(TM) Free Webinar, just email lreilly@leadingadvisor.com and Laura Reilly will schedule a complimentary call so that I can show you how the One Page Business Plan^(TM) will help you to make 2011 your best year ever!

“The One Page Business Plan helps new and old agents, advisors, field managers, sales executives and managing partners cut through the minutia of most planning processes.  One Page Plans require critical thinking; this process creates solid plans!”
Herman Dixon, CLU, CLF, LTCP, MBA
State Farm Agency Field Executive

Why does the One Page Business Plan^(TM) work?

It works for some very simple reasons.  First, the One Page Business Plan^(TM) system makes capturing plans easy because it’s only one page!  There is no room for fluff and filler; it also does not require a major commitment of time.  Second, the key word and short phrase technique is very powerful because it encourages one to capture the essence of one’s thoughts without getting bogged down in the complexity of prose writing.  Also, these are your words about your business, not some computer boilerplate…so they are meaningful.  And finally, the process of committing your plan into writing means you have initiated the process of committing yourself to taking your business to the next level.

Learn how to create a blueprint for success that will leave your competitor’s in the dust and wondering where you came from!

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

• Thursday, January 13^th at 4:15pm ET
• Tuesday, January 18^th at 1:00pm ET
• Wednesday, January 26^th at 1:45pm ET

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.

If you want to move forward now and you want to work with me One On One with the One Page Business Plan^(TM) and you don’t want to wait for the One Page Business Plan^(TM) Free Webinar, just email lreilly@leadingadvisor.com and Laura Reilly will schedule a complimentary call so that I can show you how the One Page Business Plan^(TM) will help you to make 2011 your best year ever!

The One Page Business Plan^(TM) Webinars

During the One Page Business Plan^(TM) Free-Webinar I will be offering 10 spaces in the One Page Business Plan^(TM) Webinars @ $895.00 and I will provide a 100% money back guarantee. Here are the dates and this is what the One Page Business Plan^(TM) Webinars include:

• A constant relationship with Simon Reilly to educate, guide and hold you accountable to creating and acting upon your One Page Business Plan^(TM)
• Special business planning software custom tailored to the financial advisor / investment advisor profession
• A set of decisions that will install the next level of disciplines to take your business to the next level
• Webinar 1 – 9:30 – 10:30 am, February 3, 2011 – Orientation Call
• Webinar 2 – 9:30 – 10:30 am, February 10, 2011
• Webinar 3 – 9:30 – 10:30 am, February 17, 2011
• Webinar 4 – 9:30 – 10:30 am, February 24, 2011
• Webinar Recordings – so that you can hear and view the Webinars again or in case you can’t make the live Webinars
• Everyone participating in the One Page Business Plan^(TM) Webinars will have a draft of his or her plan at the end of the Webinars.
• An hour One Page Business Plan^(TM) debriefing call with Simon Reilly after the 4^th Webinar
• Unlimited e-mail access to Simon Reilly
• Unlimited telephone access to Simon Reilly ( calls are booked through Laura Reilly )
• A weekly e-mail progress report
• A weekly update on articles, questions and answers
• On March 1^st, 2011, I ask you if you are 100% SATISFIED WITH THE ONE PAGE BUSINESS PLAN ^(TM) WEBINAR and if the answer is “no” then I will give you a 100%, NO QUESTIONS ASKED, FULL REFUND of your fees
• Yes – I’ll send you your $895.00 back and we will still be friends, no need to avoid me at conferences

You have ABSOLUTELY NOTHING to lose and you have ABSOLUTELY EVERYTHING to gain.

This One Page Business Plan^(TM) Webinars offer is made on a FIRST COME, FIRST SERVE, basis to the first 10 individuals to register.

The terms are $895.00 for the One Page Business Plan^(TM) Webinars – $447.50 by way of American Express, MasterCard or Visa upon registration and $447.50 on February 24^th, 2011.

If you want to enrol in the One Page Business Plan^(TM) Webinars, just email lreilly@leadingadvisor.com and Laura Reilly will take care of the details.

“The One Page Business Plan uniquely simplifies the complex.  It motivates, it focuses, and it inspires all on one page.  The user friendly format makes this a necessary tool for any professional desiring to plan and build success.”
Ryan Beck, CFP
Executive Vice President, AXA Advisors, LLC
Salt Lake City, UT

Overview for the One Page Business Plan^(TM) Webinars:

These Webinars will teach attendees immediately usable business planning skills including:

• The 5 essential ingredients every business plan must have to be successful.
• How to concisely and effectively describe the essence of any business on just one page using key words and short phrases
• Writing a vision statement that graphically describes what you are building in two sentences or less
• Creating a mission statement that not only describes why the business exists but actually creates sales demand
• Designing quantitative business, financial and operational objectives that drive behaviour and produce results
• Crafting strategies that define the business models and best practices critical to your success
• Building actionable business building project plans that describe the work to be done to implement key strategies
• The 5 critical things you must do with your plan once it is written to assure it produces results.

We take a complex process and make it simple!

Hundreds of satisfied participants can’t say enough about The One Page Business Plan^(TM)! They appreciate the fact that it brings focus and clarity to the planning process; that it contains all of the elements they need to successfully present their ideas to partners, associates, management, staff, banks, investors, or boards; and because it produces exactly what they need more than ever… a clear, concise business plan!

80% of these Webinars are attendee participation!

Using highly interactive exercises, powerful examples, and peer level exchange, attendees draft their own One Page Business Plan^(TM) during these Webinars. This dynamic process allows participants to naturally interact with other attendees, sharing and learning from each other.

It works!

The One Page Business Plan^(TM) is incredibly effective because it’s your plan, in your words, and not just some computer boilerplate. Keyword and short phrase techniques capture the essence of even the most complex businesses on just One Page.

Business Planning has finally been simplified to one page!

A One Page Business Plan^(TM) can be drafted in a few hours and read in just two or three minutes!

Bankers require them. Business educators advocate them. Consultants make a living writing them. And venture capitalists won’t give you the time of day without one…but most advisors, entrepreneurs, executives, and managers can’t and won’t write them…it’s just been too difficult –until now.

These Webinars simplify business planning to just one page. Participants will leave the Webinars with a draft business plan, ready to share with partners, associates, management, staff, banks, investors, or boards!

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.

• Thursday, January 13^th at 4:15pm ET
• Tuesday, January 18^th at 1:00pm ET
• Wednesday, January 26^th at 1:45pm ET

If you want to move forward now and you want to work with me One On One with the One Page Business Plan^(TM) and you don’t want to wait for the One Page Business Plan^(TM) Free Webinar, just email lreilly@leadingadvisor.com and Laura Reilly will schedule a complimentary call so that I can show you how the One Page Business Plan^(TM) will help you to make 2011 your best year ever!

Thank you for the opportunity to be of service.

Simon Reilly
The Financial Advisor Coach
1 877 248 6019