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, [...]
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.) [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]












