Leading Advisor Financial Advisor Coaching

The Inspirational Tipping Point from NIME 2015 Annual Conference, Orlando, FL, May 5, 2015

“I have a better understanding of the difference between motivation and inspiration, and the difference between the conscious decisions creating inspiration versus the controlling aspect of the amygdala.”

Patrick Kenney Assurity Life Insurance Company

“I liked the color-coded calendar for time management and the concept of the amygdala. I also realize I need a business coach.”

Becky Cummings Lafayette Life Insurance Co.

“It is always a refreshing reality to hear Simon’s presentation.”

Peter Konrad Integrated Financial Concepts, Inc.

“I enjoyed the business planning and the different between motivation and inspiration.”

Doug Murphy Baltimore Life

“The content of Simon’s presentation was fantastic. We received the white papers and organizational tips which I didn’t expect.”

Darin Lucas First Annuity & Ins. Marketing

“I enjoyed Simon’s energy, unique approach and good illustrations. It was a different approach to a common problem we all face, with very unique visuals that were entertaining but communicated

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Financial Planner / Money Manager – Dallas / Fort Worth, Texas

You are an experienced Financial Planner / Money Manager that is familiar with advanced planning strategies, lifetime income strategies and estate planning that is Insurance Licensed, and that can be or is Series 65 Licensed.

You enjoy working with your clients to help them create a plan, to grow assets, to protect assets and leave a lifelong legacy.

Yet you find it challenging to attract new prospects and want to work with a bigger team to attract new prospects and provide back office support.

You are a dynamic team player with exceptional communication, organizational, and interpersonal skills, and you are customer service oriented.

You work well independently, are flexible, and can prioritize and manage a complex workload.

You have high standards and attention to detail and are proficient in connecting with high net worth clients.

Our Dallas / Fort Worth, Texas Independent Financial Services Firm is looking for an exceptional Financial

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Kill The Future Objections Brought On By Disclosure Of Commissions While They Are Little

Kill The Future Objections Brought On By Disclosure Of Commissions While They Are Little

I wrote the following script back in 2013 / 2014 to help advisors explain disclosure of commission to their clients. The script also helps the advisor to deal with their emotions relating to disclosure of commission. I believe this script provides a segue into dealing with industry changes that include disclosure of commission, the potential of banning commission and the advisor heading into a fee for service model.

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Speaking & Sponsoring at NIME (National Insurance Marketing Executives) May 3-5, 2015

Speaking & Sponsoring at NIME (National Insurance Marketing Executives) May 3-5, 2015

Laura and I were wheels up on Saturday May 2, 2015 headed to the NIME ( National Insurance Marketing Executives ) Conference May 3-5, 2015 at the Omni Orlando Championsgate.  So Saturday was a travel day and we experienced a day at the pool on Sunday in advance of the Conference start on Sunday evening.

We are one of the sponsors at the NIME Conference and I will be speaking at the Conference on Tuesday.

The purpose of NIME shall be to provide a means through which Officers and representatives of companies in the financial services industry may exchange ideas and provide a forum for discussion of issues affecting them and their prospective companies.

Thank you to Peter and Garret Konrad of Integrated Financial Concepts, Inc.  for introducing us to NIME.

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Are You A Consultant Or A Salesperson?

Are You A Consultant Or A Salesperson?

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

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Are You Coachable or Worthless?

Are You Coachable or Worthless?

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?
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    The Inspirational Tipping Point Testimonials from NAIFA Mt Diablo Sales Congress, March 20, 2015

    “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

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