January 31, 2011 by Simon · Leave a Comment
In a perfect world, you start your year with focus and clarity … 1. Wrap up Year 2010 business 2. Allow time for reflection 3. 4. Commit to a written plan for 2011 5. Act on your plan 6. Commit to an accountability process What’s missing from this list? Step 3 – Giving Thanks. Step [...]
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, Leading Advisor, Leading Advisor Inc., One Page Business Plan, simon reilly
January 30, 2011 by Simon · Leave a Comment
Looking forward to an AM cnvrstn w/ Chris Barrow, one of the best coaching minds on the planet, & a good bloke too. http://bit.ly/bbQPsc # Plan Play Profit – Leading Advisor Inc. the number 1 resource for #financialadvisors & their business. http://ow.ly/3Bs45 # To build a business, everyone including you must know what action is [...]
January 28, 2011 by Simon · Leave a Comment
The Excuses For Not Writing A Business Plan My business is too small Plans are for getting financing Plans have to be 150 pages long It’s in my head I’ll pay a consultant to write one! Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll! Dear All, I’ve made the final round for Advisor.ca’s [...]
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, Leading Advisor, Leading Advisor Inc., One Page Business Plan, simon reilly
January 27, 2011 by Simon · Leave a Comment
Make a list Put it on our calendar Use post-its as reminders Follow up w/ phone calls & email Do research Make a budget Get instructions – or a map Cross things off list when complete Which are things on the above to do list are Tactics and which ones are Strategies? Simon Reilly Makes [...]
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, Leading Advisor, Leading Advisor Inc., One Page Business Plan, simon reilly
January 26, 2011 by Simon · Leave a Comment
This is what people hear & think when we say “I don’t have a business plan”. I’m not serious about my business This is a hobby It’ll never be a real company I don’t think ahead Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll! Dear All, I’ve made the final round for Advisor.ca’s [...]
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, Leading Advisor, Leading Advisor Inc., One Page Business Plan, simon reilly
January 25, 2011 by Simon · Leave a Comment
Business Plans communicate more than we would like! Most Advisors are bright, intelligent people … However, you might not think so after reading their business plan … if they have one! There is all this talk about compliance and consumer protection. This could be sorted out by the consumer asking their advisor for their Values, [...]
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, Leading Advisor, Leading Advisor Inc., One Page Business Plan, simon reilly
January 24, 2011 by Simon · Leave a Comment
Here’s the 20 public speaking tips that I learned or was reminded of from The King’s Speech. Colin Firth is clearly an Oscar contender for his role as King George 6th in The King’s Speech which is about his impromptu ascension to the throne and the speech therapist ( played by Geoffrey Rush ) who [...]
Filed under: Sales & Marketing
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, Leading Advisor, Leading Advisor Inc., One Page Business Plan, simon reilly
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