Leading Advisor Financial Advisor Coaching

May You Meet And Exceed Your Goals For 2015 Using This Time Management Plan Example

May You Meet And Exceed Your Goals For 2015 Using This Time Management Plan Example

It’s Monday, December 15th and this is my last non-coaching day of our working year in advance of coaching days Tuesday, December 16th to Friday, December 19th.

Laura and I are taking from December 20th – January 5th off for a well-deserved rest to maintain our peace of mind and to celebrate Christmas & New Years with family and friends.

We are completing the most successful year that Leading Advisor has had to date heading into the New Year with the strongest start that we have ever had.

To sustain our success in 2015, here is a picture of our 2015 Time Management Plan that includes;

Off Days ( holidays, weekends) Non-coaching Days Coaching Days Writing Days Travel Days Speaking Days

Thank you to our clients, family, friends and team for their continued support to help us express our Values, Vision, Mission and Purpose.

May you meet and exceed your

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December 2014 E-Newsletter – Balance · Plan · Reward – The Psychology of the Client Interview Part 2

Read the latest Leading Advisor E-Newsletter

The Psychology of the Client Interview Part 2

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The Inspirational Tipping Point TEDx Talk Video With Sketchnotes

The Inspirational Tipping Point TEDx Talk Video With Sketchnotes

We have just completed an edit of the TEDx Talk that I did back in April of 2013 shortening the video to 10 minutes and we have added Sketchnotes for further clarification.

 

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Happy 10 Year Leading Advisor Website Anniversary!

Happy 10 Year Leading Advisor Website Anniversary!

Aclamaciones! Bravo! Hourra! Hurra! Hurray! Sante!

It’s the 10th Anniversary of our Leading Advisor Website. We decided to do a count of the webpages and blog posts we’ve created over the years.  Getting a valid count of all the content has been like asking a farmer how many pieces of straw are in a straw bale: depends on who is counting.

Google indexing says 4,190 pages, which includes every page that Google can find from website links on the site. Google Webmaster tools says 4,057 indexed pages, which includes our blog posts as well as all website pages that were created outside of WordPress. WordPress says we’ve published 2327 blog posts and 170 pages (this does not include our newsletters and various pages that were published outside of WordPress).

What does all of this mean?

We live in the small family resort beach town of Parksville, BC, Canada, with a population of 12,000 people and we have

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Happy Thanksgiving To Our American Friends

Happy Thanksgiving To Our American Friends
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Commemorating The NAIFA Iowa 2014 Sales Caravan

Commemorating The NAIFA Iowa 2014 Sales Caravan

Commemorating The NAIFA Iowa 2014 Sales Caravan

Appreciating the opportunity to connect with friends and meet new friends, and the opportunity to be of service to NAIFA Iowa where I am a member.

Pictured here are fellow NAIFA Iowa 2014 Sales Caravan speakers Jim Ruta and Terry K. Headley along with Michele Grassley Clarke – Executive Director of NAIFA Iowa, and Anthony Schau – 2014/2015 President of NAIFA Iowa, to commemorate the completion of the NAIFA Iowa 2014 Sales Caravan.

Here are some of the speaking testimonials that I received along the way in Bettendorf, West Des Moines, Sioux City and Waterloo.

“I liked that the presentation offered a more psychological approach to improving business, changing your way of thinking and not allowing negative thoughts to impact what you do. It was a different way of looking at business and the impact of negative thoughts.” Becky

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November 2014 E-Newsletter – Balance · Plan · Reward – The Psychology of the Client Interview Part 1

Read the latest Leading Advisor E-Newsletter

The Psychology of the Client Interview Part 1

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