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Testimonials from NAIFA Sales Caravan Event, Iowa City, Iowa – November 9, 2010

Simon Reilly

“Simon presents a concept and pattern for business that is easy to follow and is just what I needed for 2011.”
Timothy West
Timothy West and Associates

“An energetic, passionate and enthusiastic presentation with information and ideas to help me with more in depth planning using the Roadblocks Scorecard.”
Al Eckhoff
Federated Insurance

“A high energy presentation with lots of good information. It encouraged me to set goals and think about what I do and ‘why’ I do it.”
Deb Roth
Deb Roth Insurance and Investments

“Energetic and positive. Simon presented an inner look at personal motivation and thinking.”
Michael Lanman
Designed Health for Life

“He presented planning ideas and ways to schedule my time.”
Genevieve Frazier
Federated Insurance

“Simon combined humour with professional insight. The presentation made me look in the mirror.”
Barry Johnson
Net Insurance

“I enjoyed your enthusiasm. Learned information on referrals, setting a business plan, goals, journaling and time management. Very interesting speaker.”
Hilary Samples
Halligan McCabe Devries Funeral Home

Free One Page Business Plan Webinars September 9 & 28th – Register Now!

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:

  • Friday, September 9th at 11:15am EDT
  • Wednesday, September 28th 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 Webinars:

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.

  • Friday, September 9th at 11:15am EDT
  • Wednesday, September 28th at 12:30pm EDT
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