How Do You Emotionalize Your Business?

August 30, 2011 by Simon · Leave a Comment

( Laura and I are taking a break from August 31st and we will see you back here on September 6th … have a great Labour Day weekend! ) As a frequent customer of Starbucks I’ve been thinking of whether or not to buy Howard Shultz’s new book Onward for a while. I made the [...]

Filed under: Clear Your Roadblocks, Vision & Planning
Tagged: Clear Your Roadblocks, Financial Advisor Coach, Investment Advisor Coach

Here’s A Reason That It Is Cool To Be An Insurance Salesperson

August 29, 2011 by Simon · Leave a Comment

Laura and I watched the comedy movie ‘Cedar Rapids’ partly because it is about an insurance agent who is sent to Cedar Rapids, Iowa to represent his company at an annual insurance convention and that I was in Cedar Rapids speaking on behalf of NAIFA Iowa ( National Association of Insurance and Financial Advisors ) [...]

Filed under: Sales & Marketing
Tagged: financial advisor blog, investment advisor blog

Twitter Weekly Updates for 2011-08-28

August 28, 2011 by Simon · Leave a Comment

It’s impossible to help someone if they cannot determine what it is they want help with or to achieve. # A loss of Motivation is a symptom of The Unmet Needs Disease http://ow.ly/68hsk # Join me on Wednesday, September 24 at 6pm at #SMAX for the Official SMAX Tweetup at the Financial Social Media booth [...]

Filed under: Clear Your Roadblocks
Tagged: tweets, twitter

Our New Clear Your Roadblocks Video For Our Upcoming New Coaching Page

August 26, 2011 by Simon · Leave a Comment

In What Did You Do With Your Summer To Get Ready For September? I wrote about my Summer Buffer Day activity which included a list with a ranking of where we stand on a scale of 1 – 10, 10 being the highest. One of the items on the list was Product Content Development, Organizing, [...]

Filed under: Clear Your Roadblocks
Tagged: Clear Your Roadblocks, Curing the Unmet Need, Financial Advisor Coaching

Will Your Prospective Client Know Who You Are When You Call?

August 25, 2011 by Simon · Leave a Comment

There is so much talk about Social Media it is overwhelming and I can see that a financial advisor or an investment advisor could easily get overwhelmed with all of the instant social media experts that are out there. I see marketing / social media as this way from the bottom up: 3) Social Media [...]

Filed under: Sales & Marketing, Social Media
Tagged: financial advisor social media, investment advisor social media

Do We Work With Big Hitters Or Consistent Hitters?

August 24, 2011 by Simon · Leave a Comment

We had a referral to an advisor that was looking for a coach that works with big hitters. What is a big hitter? It is said that a big hitter is one who carries a lot of weight and influence in the work that he/she does. Is a big hitter always a consistent hitter? Michael [...]

Filed under: Clear Your Roadblocks
Tagged: Clear Your Roadblocks, Financial Advisor Coach, Leading Advisor