Twitter Weekly Updates for 2011-04-24

April 24, 2011 by Simon · Leave a Comment

Flew to London, ON Sunday, coaching from hotel room today, acclimatizing to ET because jet lag and financial advisor speaking don’t mix. # Plan Practice Profit Newsletter – #financialadvisors stay up-to-date with the latest tips that will grow your business http://ow.ly/4C51j # I’m in London, ON, today with Pro-Seminars speaking to #FA ��s about the [...]

Filed under: Clear Your Roadblocks
Tagged: tweets, twitter

8 D’s Before A HoliDay!

April 22, 2011 by Simon · Leave a Comment

Laura and I are headed for Nuevo Vallarta, Mexico April 23 – 30 returning back to work on May 2nd. I’m leaving you with a re-post of 8 D’s Before A HoliDay! Wishing you a Happy Easter. 1.Deadline because the plane is leaving, there is no looking back so we have to 2.Decide When to 3.Do [...]

Filed under: Vision & Planning
Tagged: Empty Your Mind, Leading Advisor, simon reilly

Are You Losing Your Capacity For Concentration, Contemplation And Reflection?

April 21, 2011 by Simon · Leave a Comment

This culture of distraction is the subject of the best-selling book The Shallows: What the Internet is Doing to Our Brains, by Nicholas Barr. It warns that our psyches are being structurally changed by the instantaneous World Wide Web. The Internet is constructing an artificial existence in which “we are becoming ever more adept at [...]

Filed under: Clear Your Roadblocks
Tagged: Clear Your Roadblocks, financial advisor, investment advisor

Do You Have Conflict Between Urgent Vs. Important?

April 20, 2011 by Simon · Leave a Comment

The conflict between urgent vs important projects always exists. Most financial advisors have little problem identifying critical tasks & near-term projects. On the other side of the coin, many financial advisors have problems identifying longer term strategic projects so that they and their businesses will not be in the same place 3 – 5 years [...]

Filed under: Vision & Planning
Tagged: financial advisor business plan, investment advisor business plan, One Page Business Plan

Thank You Ken David Of CRMit

April 19, 2011 by Simon · Leave a Comment

A huge thank you to Ken David of CRMit for completing the upgrade of our Maximizer CRM 11 to Enterprise Edition. Enterprise Edition includes All Access options: Windows Desktop, Web Access, Remote Synchronization, and Mobile CRM for BlackBerry for access to all of your CRM information – anywhere, anytime. It also includes one full year [...]

Filed under: Testimonials
Tagged: financial advisor firm, financial advisor practice, investment advisor firm

LENT – Learn & End Negative Thoughts

April 18, 2011 by Simon · Leave a Comment

I ran across two very interesting articles in the Saturday, Feb 9th edition of the Vancouver Sun as I’m always keeping my eyes open for both old and new ideas about inspiration no matter what the media or the creed: • The revival of Lent offers lessons for all – People of any faith can [...]

Filed under: Clear Your Roadblocks
Tagged: Leading Advisor, simon reilly

Breaking The Pattern That A Happy Customer Only Tells One Other Customer

April 17, 2011 by Simon · Leave a Comment

Three cheers to OtterBox for their absolutely amazing customer service. I broke the belt clip part of my OtterBox through no fault of the OtterBox while getting out of a taxi when I was in Winnipeg last week and OtterBox is shipping me a new one free of charge. Thank you OtterBox.

Filed under: Customer Service
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