Clear Your Roadblocks eNewsletter | June 2009
June 26, 2009 by Simon · Leave a Comment
Finding Your Fire
Clear Your Roadblocks | June 2009
Welcome to the June edition of our Clear Your Roadblocks E-Newsletter.
It’s Tuesday, June 23rd @ 6:30pm and I’m writing this E-Newsletter at the Kelowna airport awaiting my 8:35pm flight to Nanaimo via Vancouver and what a month – our best of 2009!
Along the way, Laura had sent [...]
Niche Marketing, Referrals, Testimonials With A Branding Spin
June 25, 2009 by Simon · Leave a Comment
Make a list of your best clients based on; you like them, they have a strong association or business/corporate network
Ask them;
What do you do best?
What do you do for them that they did not expect?
What do you need to do to improve your service? (If there is a service requirement, complete it.)
If they were going to [...]
Do Versus Teach
June 24, 2009 by Simon · Leave a Comment
At the Kelowna airport at 5:15pm PT on Wednesday awaiting an 8:35pm flight to Nanaimo via Vancouver.
Feel ing thankful as the live financial advisor coaching practice visit was a success and I covered everything on the Agenda.
Someone once said; “those that can do and those that can’t teach”.
This live financial advisor coaching practice visit was [...]
Bored Sceptics
June 23, 2009 by Simon · Leave a Comment
Awaiting my 10:45pm flight to Nanaimo @ 9:45pm in Vancouver.
I wrote 95% of my June E-newsletter in the Kelowna airport and read the National Post on the flight here and ran across two really good articles;
Why Boredom Scares Me So by Robert Fulford
Rise Of The Sceptical Consumer by Peter Drake
The irony for me is I [...]
We Did It!
June 23, 2009 by Simon · Leave a Comment
We have remained committed to building our Marketing Funnel and the highlights are;
Go Out And Speak To 10,000 People Within Your Niche
Publish Articles In Industry Publications
Write A Book
Write A Blog
Write An E-Newsletter
Build A Web Site
ID And Solve Their Problems
Choose A Niche
At the top of the Marketing Funnel are;
Attract A Sponsor For Speaking And Workshops
Write A [...]
Live On Site Financial Advisor Coaching Practice Visit Agenda
June 22, 2009 by Simon · Leave a Comment
I’m facilitating a Live On Site Financial Advisor Coaching Practice Visit and here is the agenda
Agenda
SWOT
Vision, Purpose, Mission
Vision – 1 Year, 3 Years, 5 Years
Budget
Objectives, Strategies, Actions – 90 Day Goals
Delegation / Job Descriptions / Virtual Assistant / Review
Leadership / Decision / Time Management / Practice
Follow Up
Areas Of Business
Planning, Projects, Schedule
Administration
Computers / Systems
Financial
Marketing A – [...]
Heath Slawner
June 19, 2009 by Simon · Leave a Comment
At the Vancouver airport awaiting my 7:40pm PT flight to Nanaimo having left Toronto at 3pm ET after speaking at the Advocis Toronto Education day.
My two hour, Clear Your Roadblocks To Success – How To Thrive In A Recession was well received and there will be new financial advisor coaching and financial advisor speaking opportunities [...]
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