Testimonials from BFG Financial – Niagara Falls, ON – July 22, 2010

July 30, 2010 by · Leave a Comment 

Financial Advisor Speaking Testimonials from BFG Financial – Niagara Falls, ON – July 22, 2010 “The presentation was an eye opener for sales people like me. I didn’t expect to receive so many ways to enhance my sales production.” Ramon Nino Winver Financial “Reminder of what works and what doesn’t. The presentation inspired me to [...]

Filed under: Testimonials
Tagged: , , , ,

Survivors vs. Advisors

July 29, 2010 by · Leave a Comment 

Step 3.  Let’s review the Clear Values Scorecard.   Financial Survivor Financial Advisor 1.  I lack focus.  I follow a written 5-year vision and business plan. 2. I am not making as much money as I would like. I am fully satisfied with the amount of money I am making. 3. I have to get myself pumped [...]

Filed under: Clear Your Roadblocks
Tagged: , , , ,

Why Is It Important To Get Your Unmet Needs Met?

July 28, 2010 by · Leave a Comment 

Step 2.  Financial advisors may “want” a vision and business plan but they hamstring themselves with a lack of focus created by the Unmet Need for perfection.  Though they come to realize they need a niche and product to build a vision and business plan on, their negative ego sabotages them.  The Unmet Need for [...]

Filed under: Clear Your Roadblocks
Tagged: , , , ,

Clear Your Roadblocks – July 2010

July 27, 2010 by · Leave a Comment 

  Social Media Requires STP Clear Your Roadblocks | July 2010   Welcome to the July 2010 edition of our Clear Your Roadblocks E-Newsletter. What is all this Social Media chatter that is spouting from the finger tips of marketing consultants everywhere you look? I am no Social Media expert, but the way these marketing [...]

Filed under: Clear Your Roadblocks, Newsletter
Tagged: , , , ,

Marketing Channels Of Distribution

July 26, 2010 by · Leave a Comment 

It’s Sunday, July 25th and Laura and I are returning home from Niagara Falls via Toronto-Vancouver, Vancouver-Nanaimo just in time for the Season 4 Premiere of Mad Men. Mad Men is my favourite show because this is where The Unmet Needs Disease went into the early stages of going viral from magazines, billboards, radio to a [...]

Filed under: Sales & Marketing
Tagged: , , , ,

Twitter Weekly Updates for 2010-07-25

July 25, 2010 by · Leave a Comment 

All OK after 4am wake up for Nanaimo flight to Vancouver … Aircraft refueling is happening at VYR # Breakfast @ YVR WhiteSpot … Laura & I in awe at what it takes to put coaching, speaking and writing & life on the road # Traveling from Toronto to Niagara Falls to speak @ BFG [...]

Filed under: Clear Your Roadblocks
Tagged: ,

With A Motivational And Entertaining Punch!

July 23, 2010 by · Leave a Comment 

Thank you to BFG Financial and Manulife for the opportunity to contribute to making the BFG Financial Conference a success. Pictured here are Michael Williams – BFG Financial, Chris Connelly – Manulife, Teresa Walkey – Manulife, Tammy Hynes – Manulife, Rocco Faiella – Faiella Financial and Jeff Davis – BFG Financial. Here is what some [...]

Filed under: Sales & Marketing
Tagged: , , , ,

Next Page »


Financial Advisor Coaching | Financial Advisor Speaking | Financial Advisor Training | Contact | Sitemap