A Day Of Celebration
March 31, 2011 by Simon · Leave a Comment
Happy Birthday to Laura Reilly the most fabulous friend, love and partner that a man could be blessed with.
The Imperfect Communication & Planning System
March 30, 2011 by Simon · Leave a Comment
There isn’t a perfect communication and planning system and I’ve given up trying to create one. I went so far in the early days of the PC when Apple, Commodore, IBM and Wang were all dawning on the horizon to finance building my own CRM System when no one had heard of Act, Maximizer or [...]
Leading Advisor Distinctions
March 29, 2011 by Simon · Leave a Comment
The following distinctions in this blog are an adventure. These distinctions are to help you see and experience subtleties of language — we call these distinctions. Please use it to increase your own awareness and the awareness of your friends and clients. Please don’t take everything in this blog literally. Rather, simply try on the [...]
Plan * Practice * Profit Re-Brand
March 28, 2011 by Simon · Leave a Comment
Thank you so much to Michael Healey of ZLC Financial for the inspiration that I received through reading Michael’s blog Professional Development Day? Personal Development Day? Either way, it’s still PD day! to refine our brand tag line from Plan * Play * Profit to Plan * Practice * Profit. While the Plan * Play [...]
Twitter Weekly Updates for 2011-03-27
March 27, 2011 by Simon · Leave a Comment
Affirming social media is a waste of time w/o a Social Media Plan – just updated my SMP in advance of a meeting with my social media manager # Can’t wait to kick off another series of The One Page Plan Business Plan (TM) webinars. http://ow.ly/4iOfS # Your greatest asset isn’t your energy, money or [...]
Webvisor – The Financial Advisors’ Guide To The Internet
March 25, 2011 by Simon · Leave a Comment
Feeling honored to have been asked by Bart Wisniowski and Loic Jeanjean of AdvisorWebsites to write the Preface for their new book; Webvisor, the financial advisors’ guide to the Internet Webvisor – The Financial Advisors’ Guide To The Internet Preface When there is no understanding, there is judgment. When there is judgment, there can be [...]
Managing Your Advisor Energy
March 24, 2011 by Simon · Leave a Comment
It is said that behavioral style matches the elements of fire, air, earth and water. These elements demonstrate the following characteristics; • Fire – Bold, pioneering, competitive, driving, direct, determined • Air – Optimistic, persuasive, sociable, inspiring, convincing, trusting • Earth – Adaptable, systematic, logical, patient, relaxed, unhurried • Water – Precise, perfectionist, orderly, diplomatic, [...]
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Dates for 2012 TBA - stay tuned!
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Now Reading
Planned books:
- Prayer for Owen Meany by John Irving
- The Book Of Air And Shadows: A Novel by Michael Gruber
Current books:
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The Brave: A Novel by Nicholas Evans
Recent books:
- The Cellist of Sarajevo by Steven Galloway
- The Angel’s Game by Carlos Ruiz Zafon
- Shadow Of The Wind by Carlos Zafon
- The Outlander by Gil Adamson
- The Book Of Negroes by Lawrence Hill
