Leading Advisor Financial Advisor Coaching

#NAIFA Performance + Purpose San Antonio Conference Review

#NAIFA Performance + Purpose San Antonio Conference Review

“So, was the conference good for you? Did the conference meet your expectations? Are you going to be able to make money out of this thing?”

These are questions that we are asked over the course of the September 13-16 2018 #NAIFA Performance + Purpose San Antonio Conference.

Right now it’s 8pm ET on Sunday, September 16th and I’m on a flight to Ottawa from San Antonio via Toronto. My beloved Laura is on a flight to Vancouver and then Nanaimo from Toronto. We will reconnect on Friday, September 21st in Victoria to celebrate Laura’s Mother, Helen’s Birthday.

Back to business.

Of course we have the following calculated projections and without too much detail;

  • Number of interested/qualified conversations we expect at a conference
  • Number of scheduled telephone conversations after the conference
  • Number of clients

The irony is that even though we work with financial services professionals to meet

[Continue Reading ... ]




#NAIFA Performance + Purpose San Antonio – 3 Proven Strategies To Crack The Income Code

#NAIFA Performance + Purpose San Antonio - 3 Proven Strategies To Crack The Income Code

#NAIFA Performance + Purpose San Antonio will the 7th consecutive NAIFA National Conference for Laura and me and we are really looking forward to visiting with all of our NAIFA friends. Stop by and see us at booth #408 and attend my 3 Proven Strategies To Crack The Income Code presentation; Friday, September 14 – 12:45 – 1:10pm.

[Continue Reading ... ]




3 Tips To Illuminate Your Time, Productivity & Online Presence This September

3 Tips To Illuminate Your Time, Productivity & Online Presence This September

You’ve had a great summer and now you’re wondering how you’re going to get your time and productivity back on track this September.

With 97 days and counting off the “speaking” road, our summer on Vancouver Island has been wonderful for Laura and me and included; art shows, concerts, hiking, kayaking, home upgrades, running and walking Shadow, visiting friends and yoga.

Since June 1, I have also dedicated 18 solid days to creating a brand new online course that we will launch in December. There comes a time in everyone’s business life where they must create the time to refine what was done before. Read further for my 25 online course tasks/to-dos.

With the Gray rainy days of the fall approaching, combined with a very busy coaching, speaking and online course writing schedule, here’s what I did to Illuminate My Time & Productivity.

  • Created a Time Management Schedule Template
  • [Continue Reading ... ]




    17 Thought Leading Ideas For A Strong Start September

    17 Thought Leading Ideas For A Strong Start September

    These 17 Thought Leading Ideas are from research that I did and blogged about over 10 years ago when I was writing my first book. These ideas have been a beacon for me over the summer months as I’ve been devoting all of my spare time to deconstructing Simon Reilly, Leading Advisor, products, product delivery, and marketing.

    [Continue Reading ... ]




    Here Is What Father and Daughter / Son Teams Are Saying About Leading Advisor

    Here Is What Father and Daughter / Son Teams Are Saying About Leading Advisor

    We work with financial advisor family business teams to make the most out of their working and personal relationships.

    [Continue Reading ... ]




    Thrilled To Be In The GAMA International Family As A Resource Partner

    Thrilled To Be In The GAMA International Family As A Resource Partner

    We are thrilled to be in the GAMA International Family as a Resource Partner! We continue to look forward to providing GAMA with thought leading systems to help GAMA members to meet and exceed their goals.

    This blog is one of a series of blogs that relates to a speaking presentation that I gave at the GAMA LAMP Conference March 11-14, 2018, in Nashville, TN: Becoming a Compassionate, Inspirational Leader and Manager.

    [Continue Reading ... ]




    12 Questions & Answers To Create Our New Unique Selling / Value Proposition – Part 2

    12 Questions & Answers To Create Our New Unique Selling / Value Proposition – Part 2

    While I’m off the road for 113 days (June 1 – September 11), this summer’s Buffers Weeks in June, July and August are being invested in learning, creating and writing an online course, complete with marketing and technology to deliver the course.

    So to find the time for the above, I’m limiting the amount of my blogging time until September. To fill in the blogging gap, I’m sharing some of the work that we are doing as we write the online course.

    Here are 12 Questions that we are answering from our client research along with unedited Answers to the first three questions, to help us clarify our Unique Selling / Value Proposition potion.

  • What topics are we always asked about?
  • What are the most common questions we get?
  • List three (3) key differentiators that make our course unique.
  • What are the (3) key assets of our course (unique
    [Continue Reading ... ]




    Page 1 of 3601 2 3 4 360
       
    				
    
    	

  • About Us | Blog | Financial Advisor Coaching | Newsletter | Financial Advisor Speaking | Financial Advisor Training | Contact |
    Terms, Conditions and Disclaimer | Sitemap
    60 queries in 1.052 seconds.
    Get in touch with Laura : 1-877-248-6012 | Request Call Back | Email Her