Happy Holidays

December 24, 2010 by Simon · Leave a Comment

Laura and I wish you the best of the holiday season and may all of your dreams come true in 2011. I’m taking a blogging time out until January 10, 2011. The only blogging that I am going to be up to over the holidays is ongoing blogging where I will be going through my [...]

Filed under: Personal
Tagged: financial advisor blog, financial advisor business plan, financial advisor business planning, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Speaker, Financial Advisor Speaking, financial advisor trainer, Financial Advisor Training, investment advisor blog, investment advisor business plan, investment advisor business planning, Investment Advisor Coaching, Investment Advisor Speaker, Investment Advisor Speaking, investment advisor trainer, Investment Advisor Training

2011 Planning – Give Thanks Vision Board

December 23, 2010 by Simon · Leave a Comment

As of 5am PT, Thursday, December 23rd, the following blog is a work in progress for today … so depending on when you are reading this blog, it might be empty of giving thanks or full of giving thanks for the many blessings that we have attracted and received in 2010. You have no doubt [...]

Filed under: Vision & Planning
Tagged: financial advisor blog, financial advisor business plan, financial advisor business planning, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Speaker, Financial Advisor Speaking, financial advisor trainer, Financial Advisor Training, investment advisor blog, investment advisor business plan, investment advisor business planning, Investment Advisor Coaching, Investment Advisor Speaker, Investment Advisor Speaking, investment advisor trainer, Investment Advisor Training

Plan · Play · Profit – December 2010

December 22, 2010 by Simon · 1 Comment

The Easiest Way to Write Your Business Plan Plan · Play · Profit | December 2010 Welcome to the December edition of our Plan · Play · Profit E-Newsletter. The One Page Business Plan(TM) is the best system that I know of for you to meet and exceed your goals for 2011. I’ve been working [...]

Filed under: Newsletter
Tagged: financial advisor blog, Financial Advisor Coaching, Financial Advisor Training, financial planning, Investment Advisor Training

2011 Planning – Measures

December 21, 2010 by Simon · Leave a Comment

Now that you have your Vision & 90 Day Goals, the next step is to create a set of Measures. Develop a set of measurement systems that will keep you on track for your 90 day goals Answer the following questions in your journal. What do you consider to be your 5 top achievements this [...]

2011 Planning – 90 Day Goals

December 20, 2010 by Simon · Leave a Comment

Now that you have created your Vision that is inspired by your Values and Feelings, define your 90 Day Goals. Why 90 Day Goals and not 1 Year Goals? 90 Day Goals makes your Vision more attainable by making it more short term. Enables you to get associated to the rewards in the short term [...]

2011 Planning – Vision

December 17, 2010 by Simon · Leave a Comment

Imagine looking back from December 31, 2013 and ask yourself: What did you accomplish? What goals did you set and achieve? What made you happy? Break your questions into the following categories; Personal; Auto, Clothing, Home Education Fitness Hobbies Income Relationships – Family, Friends, Spouse Well Being Business; Vision/Planning Administration Computer/Systems Customer Service Financial Marketing [...]

2011 Planning – Journal

December 16, 2010 by Simon · Leave a Comment

I believe in the power of the written words and here are The Top Sixteen Reasons To Journal. Written Words Are Powerful. Remember the quote from the movie “Build it and they will come”? As a play on the quote; “Write it and it will be!” Acknowledgement. Journaling puts the power of acknowledgement into your [...]