The consultant follows a values based system to approach a specific niche market on mass by first securing a data base. The consultant then conducts ten interviews within the niche market asking the prospects within the niche market; What are the three biggest improvements that the prospect wants to make to their financial plan and What are the three biggest challenges that the prospect is experiencing with their financial plan. The consultant documents values based solutions to the improvements and challenges and shares them with the ten interviewees. The consultant asks the prospect; Based on what I have shared with you about the improvements that you want to make and challenges that you are experiencing, do I strike you as someone that you could work with? The same values based solutions are shared with the rest of the data base that they have secured via direct mail letters, e-mails and[Continue Reading ... ]
I always send my clients a Coaching Call Follow E-mail and here is a recent excerpt from one of my E-mails.
You started off our call by asking me: “Am I coachable?”
Let me ask you this:
- Are you able to create a financial vision for your clients?
- Are you able to write a financial plan for your clients?
- Based on the financial plan for your clients, are you able to make recommendations about investments?
- Based on the financial plan for your clients, are you able to make recommendations about life insurance?
- Based on the financial plan for your clients, are you able to make recommendations about critical illness insurance?
- Based on the financial plan for your clients, are you able to make recommendations about disability illness insurance?
- Are you able to write a business plan for yourself?
- Are you able to follow your business plan? [Continue Reading ... ]
“I enjoyed hearing the core questions to ask and how they improve your finances and best fit your clients, and understanding the mindset of clients.” Howard Tank Knights of Columbus
“I liked Simon’s presence and energy! Simon discussed the distinction of motivation and inspiration. It is so clear the importance of ‘knowing thyself’ by learning your values/being to sustain productivity. When Simon started with the client interview questions, I was pleasantly surprised with the direction he took.” Irma Romero Quick Learning School
“I enjoyed Simon’s enthusiasm, knowledge, understanding and humor, and the Roadblocks Scorecard.” Edward Sanders
“I particularly enjoyed Simon’s discussion on how knowing the psychology of yourself and clients is important – always start with the ‘why,’ and the different styles of the mind, and the clients wants and needs.” Harry Hartman Harry Hartman Insurance Services
”Simon brought some areas to my attention that I have not thought[Continue Reading ... ]
The following is an e-mail that I sent to a client in follow up to their comment that the heart has nothing to do with thinking; thinking is all done with the mind. The heart does nothing more than pump blood.
Who is doing the thinking? Again the dysfunctional amygdala, ego, or limbic mind, functional mind or our being, heart or soul?
Bob Dylan was asked, “How do you handle fortune and fame?” Bob answered, “Don’t let the guy in the back seat do the driving,” meaning the dysfunctional amygdala, ego, or limbic mind.
Since about 1954, the limbic system of the brain has been implicated as the seat of emotion, addiction, mood, and many other mental and emotional processes. It is the part of the[Continue Reading ... ]
“I felt like Simon was speaking directly to me. I liked the humor and personal feelings implemented in the talk. I have greater insight into myself, a needed change of myself and my thought process.” Randy R. Kimm Randy Kimm Insurance
“Simon’s presentation was full of content and kept moving. I liked the psychological/behavioral portion. I didn’t expect to receive the offer of the newsletters and values system with a focus on planning.” Craig Weipert NW Farmer-Stockman
“I have been looking for a way to evaluate my business. I have been waiting for this since the NAIFA State Convention.” Craig Ambacher Ambacher Insurance
“I appreciated Simon’s honesty and understanding. I didn’t expect to receive the offer of the information on the business plan and my evaluation.” James F. Starr Starr Investments
“Simon has a great ability to communicate. Having been a former participant of Strategic Coach, it was a great[Continue Reading ... ]
Laura and I are thrilled that Todd Craver, our long-time friend and client, is joining Leading Advisor as Business Development Manager.
Todd worked with us from 2001 – 2005 and we helped Todd to refine his inspiration, expand his plan, and expand his team to build a multimillion-dollar business.
Todd is genuine and warmhearted and brings 28 years of hands-on business experience of visioning, planning, finance, staffing, marketing, sales and customer service. Todd’s best attributes are, he is business, relationship, and quality-focused, he gets up to speed quickly, is a great listener, and brings a fresh perspective to the table.
Laura, Todd and I invested two days last week, during my speaking trip to NAIFA Spokane, WA and NAIFA Mt. Diablo, CA, into creating Leading Advisor’s 2015/2016 Business Plan.
Todd’s big picture role is to help Leading Advisor to envision and plan Leading Advisor 2.0, increase our speaking bookings at financial[Continue Reading ... ]
“You are very engaging in many ways. Great information that others don’t communicate.” David Frolicstein Frolicstein Financial Inc.
“Simon had great energy, content and presentation style. It was relevant to everyone in the business.” Paul Karasik The Business Institute
“Simon related to my current situation. He made me aware that I’m Doing and not Being.” Adam Solano Lakeside Financial Group
“I realize that procrastination is holding me back, and I need to address the points that are holding me back. I need to organize and take action one step at a time and remove the overwhelm.” Michael Sheg New York Life
“I liked the affirmation of ‘whatever you think you make real,’ with the Maslow hierarchy. I see and understand the purpose. I did not expect the type of self-analysis and introspection Simon provided. The operating system upgrade relates to me.”
John Fetsch New York Life
“I enjoyed the concept[Continue Reading ... ]