Finishing The Year With An Empty Head
December 19, 2008 by Simon · Leave a Comment
Do, Do, Do, lookin’ out my back door … Global Warming or Ice Age? Over two feet of snow and more on the way on Friday and Sunday. Laura and I are going to head for the mainland early Saturday morning to see my mom for an early Christmas visit and get back on Saturday night [...]
December 31, 2013 & Dealing With The Same Clients, Products And Services?
December 18, 2008 by Simon · Leave a Comment
I am sure that you have heard that it rarely snows on the south west coast of Canada – Here’s an 8pm, Wednesday December 17, 2008 photo after a few hours of shovelling it. It’s 6am Thursday morning and we have no electricity so it’s coaching by candle light … thank goodness for my laptop [...]
Clear Your Roadblocks eNewsletter – December 2008
December 17, 2008 by Simon · Leave a Comment
Welcome to the December 2008 edition of Clear Your Roadblocks To Success.
It’s 9:30am, Sunday, December 14th and I’ve just had my breakfast after shoveling the snow off the driveway and it is still snowing. I’ll go out again after I’ve finished this final newsletter of the year as the temperature for the week will be [...]
Make Rules Versus Looking For Rules
December 17, 2008 by Simon · Leave a Comment
Financial planners must remain compliant following rules relating to investment and life insurance products that are set out by a number of regulatory bodies.
While this serves their clients, the financial planner may become hypnotized looking for rules and when it comes time to write their vision and business plan for 2009, they have to make [...]
One Last Crack On The Financial Advisor Speaking Throttle
December 16, 2008 by Simon · Leave a Comment
I’m thinking of what to offer you in my December E-Newsletter as we approach a challenging 2009. The best two things that I can offer you are;
Don’t create a vision, business plan and goals in 2009 … do it now in 2008 before the start of 2009!
Give thanks for everything that you were given and [...]
The Last Financial Planner Coaching Week Of The Year
December 15, 2008 by Simon · Leave a Comment
Sunday brought a rare snow fall in Lotus Land and here is a 3pm picture looking North East over Craig Bay on Vancouver Island towards the North Shore Mountains of British Columbia.
It is the last financial planner coaching week of the year.
Monday is a buffer day and then it is back to back coaching calls [...]
Put Me In Financial Planner Coaching, I’m Ready To Play … Or Not?
December 12, 2008 by Simon · Leave a Comment
Wednesday brought an e-mail from a financial planner coaching client that I worked with nearly ten years ago. My past financial planner coaching client advised me that they were burned out from the business and that they were considering leaving the business and that they were feeling a strong pull to consulting, leadership coaching and [...]
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