Sales Activity Calculator
March 31, 2009 by Simon · Leave a Comment
Happy Birthday Laura! Over the past month I have written about completing a Quarterly Review for yourself and a Quarterly Review for your team … This is a segment from an e-mail that I sent to a client about the Sales Activity Calculator; What are your income goals for 2009? What income did you create [...]
Permission To Die
March 30, 2009 by Simon · Leave a Comment
Once in a while I feel challenged by the incompetence of others and the key is to not get emotionally plugged in by it … attacking, blaming, and judging will only attract the same thing right back at me. I’m sure you have ordered your salad with the dressing on the side and the server [...]
Compassion Or Combashion?
March 27, 2009 by Simon · Leave a Comment
Thursday morning came pretty early because my powerpoint needed work because I had previously broken the presentation into two one hour presentations and then updated both of them for a financial advisor speaking presentation for Bridgeforce / Financial Managment in Calgary on March 12th. I wouldn’t go so far as to say that I have [...]
The Attractive Way To Give Thanks
March 26, 2009 by Simon · Leave a Comment
It’s Thursday evening and I have returned home after speaking at Advocis Victoria. I’m reflecting on the way that one can give thanks after completing a client or a speaking presentation. The attractive and functional way to give thanks from the heart is to quietly acknowledge that your client or your audience received value. The unattractive and [...]
Financial Advisor “Very Personal” Coaching
March 26, 2009 by Simon · Leave a Comment
In the coaching business, they say that a client will bring the coach something that the coach has already personally dealt with, something that the coach is currently dealing with or something that the coach has never dealt with. I am fortunate that I have twenty years of experience and it isn’t that often that [...]
Financial Advisor Coaching Quarterly Review
March 25, 2009 by Simon · Leave a Comment
Congratulations! You have almost completed the first quarter of 2009. Spencer Johnson’s Peaks And Valleys talks about we linger too long in the valley because we focus on what is missing and we fail to stay at the peak because we don’t celebrate what we have completed because we are too busy trying to get [...]
Seth Godin’s Triiibe
March 24, 2009 by Simon · Leave a Comment
A chance to join the online triiibe.
|
|
Latest Tweets
Tell A Friend About This Page
-
