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 11th & 25th – Register Now!
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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:
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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 11that 11:15am EDT
- Wednesday, May 25th at 12:30pm EDT
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You