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The One Page Business Plan
Will 2022 Be Mindset or Overwhelm?

Thursday October 28 2021
1:00 PM - 2:30 PM (EST)

*8 CE Credits for Only $67.00 + Tax!

Register now as this presentation is limited to
200 people
Mr. Simon Reilly
What are you doing now to be ready for 2022? 
 
Will you create your Mindset, or will you be caught in Overwhelm? Will you master your Mindset and move from fear to confidence, from panic to possibility, from overwhelm to creativity? 

Are you ready to understand and apply systems and tools as you navigate your business by powerfully aligning with your purpose and your values?

Your path forward will be defined by preparation and planning for guaranteed success in an unpredictable future.
 
Financial Advisors who don’t have a vision and a business plan tend to recreate the same results every week, every month, and every year.
 
  • Do you have too many scattered ideas?
  • Do you struggle with staying focused?
  • Do you need to jumpstart your business right now in the ‘new virtual normal’?
  • Do you need a concise and practical One Page Business Plan?
  • Do you need to determine if you’re focusing on the right things to get to where you want to be?
  • Do you need a practical blueprint to keep yourself and your team focused?
 
Prepare yourself now for 2022 to ensure you create sustainable growth and success within your Business.
 
The One Page Business Plan will help you organize your best thought-leading ideas into these six areas and help you answer critical questions once and for all:
 
  • Vision - What am I building?
  • Mission - Why does this business exist?
  • Objectives - What results will I measure?
  • Strategies - How will I grow my business?
  • Action Plans - What is the work to be done?
  • Purpose - Why am I in business?

Join Simon Reilly of Leading Advisor, an expert speaker, author, and business coach with 20 years of experience working virtually with financial advisors. Learn how the One Page Business Plan can help you write a clear, concise, and understandable business plan to ensure your preparation for 2022.

Spots are limited and filling up fast.
Webinar

Thursday October 28 2021

$67.00 + Applicable Tax

1:00 PM - 2:00 PM (EST)
How it Works

* BC, SK, ON & Atlantic residents receive 1.5 CE credits for participating in the Live Zoom Webinar and an additional 6.5 CE credits at no additional cost to you by using our Online CE Credit Catalog.

*AB, MB & QC residents do NOT receive CE credits for participating in the Live Zoom Webinar, but receive 8 CE credit online at no additional cost to you by using our Online CE Credit Catalog

* Approved CE credits for Advocis - As per their rules and guidelines.

** FP Canada - CFP Designation Verifiable CE credits - NOTE - Maximum of 7 CE credit hours daily. These CE Credits could be used a specific amount for the following CE categories of CE credits - Financial Planning, Practice Management, Professional Responsibility, Product Knowledge or Giving Back as per the definition of each. 

Please check the applicable websites for more information.

Pro-Seminars | www.pro-seminars.com