Leading Advisor Financial Advisor Coaching

October 2014 E-Newsletter – Balance · Plan · Reward – For Distributors, Managers & Recruiters

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Read the latest Leading Advisor E-Newsletter

For Distributors, Managers & Recruiters

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New Coaching Testimonials Page c/w Slider And Testimonial Boxes

Coaching Testimonial Slider

A huge thank you to our Web Team for the improvements that we have made to our website that include updating our Coaching Testimonial page.

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Happy Canadian Thanksgiving!

Happy Canadian Thanksgiving!

Happy Canadian Thanksgiving!

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The Inspirational Tipping Point – For Distributors, Managers & Recruiters

Jason Foster and Simon Reilly

The following Overview is for a private 30-minute Webinar that I am presenting to NIME ( National Insurance Marketing Executives ) on October 22, 2014.

The Inspirational Tipping Point – For Distributors & Recruiters

Would it be worth investing 30 minutes of your time to understand how to create improvements in the areas of value-added service, advisor retention, attracting high producing/highly productive advisors, leadership and vision in hours versus decades?

You already know countless techniques & solutions yet there are times when you are stuck, inconsistent and you don’t understand WHY.

Most techniques & solutions are about HOW & WHAT to do and relate to 10% of your success.

The purpose of the The Inspirational Tipping Point Presentation is to help managers in distribution and recruiting Understand that 10% of success is about HOW & WHAT to do and 90% of success is about WHY.

The HOW & WHAT

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Do The Mind’s GPS Cells Position, Navigate, Remember and Repeat Insanity?

Do The Mind's GPS Cells Position, Navigate, Remember and Repeat Insanity?

The following headline captured my attention.

Nobel Prize in Medicine awarded for discovery of brain’s ‘GPS’

Scientists have discovered cells that mark our position, navigate where we are going, and help us remember it all so we can repeat our trips.

Three thoughts:

 It would be helpful if the scientists add in the most important bit; WHY are we going where we are going?  “Navigate where we are going, and help us remember it all so we can repeat our trips” – doesn’t this sound like the definition of insanity? Doing the same thing over and over again expecting a different result.  I am not my brain.

Here is the opener of the article along with a link.

Nobel Prize in Medicine awarded for discovery of brain’s ‘GPS’

Three scientists, including a husband-and-wife team, have been awarded this year’s Nobel Prize in Medicine for deciphering the mechanism in

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The Inspirational Tipping Point and 7 Actions To Take Now To Meet & Exceed Your Goals Speaking Testimonials, NAIFA Inland Empire Producers Summit, September 18, 2014

The Inspirational Tipping Point and 7 Actions To Take Now To Meet & Exceed Your Goals Speaking Testimonials, NAIFA Inland Empire Producers Summit, September 18, 2014

“I’m so busy it helped me stop and take time out, to understand myself and to take inventory.” Ray M. Musser Ray Musser & Associates Inc.

“It was right on – what I need with tools I can use.” Donald Vess Vess Financial Inc.

“I like the simplicity. Thank you for the reminder “look to be inspired not motivated”.” Lucy Gonzalez Partners South Insurance Solutions

“Loved the need vs value and that the planning for 2015 starts now.” Sonia Navarro Journey Financial & Insurance Services

“Simon made me realize even with 26 years in this business I have no ‘Business’ as there is no plan.” Gurdayal Singh JFS Inc.

“It was good insight to improving my practice and improve who I sell or prospect to.” Richard Coffin

“I liked the difference or distinction between motivation and inspiration.” Jack Knight New York Life

“Enjoyed Simon talking about the ‘feeling’ parts

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The Top ­17 Mistakes Consumers Make When Working With A Financial Advisor

It’s Saturday, September 20th and I’m laying over in Seattle until Monday after returning from speaking at NAIFA Inland Empire in Ontario, California.

I’m using this quite time to prepare for a NAIFA ClientCast Interview on October 7th.

NAIFA ClientCast is a FREE monthly 24/7 podcast about Insurance and Estate Planning Strategies that is forwarded by NAIFA members to their clients and prospects each month.

While my experience in my field of expertise goes back to 1989, my coaching, speaking and writing has been for the benefit of Financial Advisors to help them to meet and exceed their goals and my coaching, speaking and writing has not been directed towards the public at large until now. Not quite; I presented The Inspirational Point at the Powell River TEDx Talk in April of 2013 and you can view it here.

Since April of 2013, I’ve presented a modified version of

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