Walking Our Talk By Using The “Know Your Client Rule”
October 31, 2011 by Simon · Leave a Comment
I had the pleasure of being one of four main stage speakers that included Mike Lipkin, Daryl Diamond and Doug Chisholm at PPI Solutions Business Building Workshop in Kananaskis, AB on October 24th and 25th, 2011. My presentation was on The One Page Business Plan. PPI Solutions has made a considerable investment in creating the [...]
Twitter Weekly Updates for 2011-10-30
October 30, 2011 by Simon · Leave a Comment
Working on integrating parts of PPI’s Toolkit http://t.co/lDCBzUu8 w/ the One Page Business Plan for Tue’s presentation in Kananaskis # How often do you schedule team meetings in your financial advisor practice? Weekly, Bi-weekly, Monthly or Never? # With every client relationship you wish your client to talk about what you did to make the [...]
Hurry Up & Be Very, Very Afraid … Get It Over With!
October 24, 2011 by Simon · Leave a Comment
In dark days, people seek glimmers of hope. When it comes to the commitment, courage and conviction to dedicate you to making long lasting and sustainable change, hope is useless. Hope is an avoidance strategy, a distraction, a medication preventing you from dealing with the real issues and what you really need to do. The [...]
Twitter Weekly Updates for 2011-10-23
October 23, 2011 by Simon · Leave a Comment
Creating change in a professional situation involving others sometimes requires you to be the example, set the example & demonstrate by… # Can’t get into WordPress from my iPad 2 via their site or from the App, also created new password, still no go; does anyone have any ideas? # Congratulations to Michael Healey of [...]
Clear Your Roadblocks Approved For CE Credits In 11 States
October 20, 2011 by Simon · Leave a Comment
The Clearing Your Roadblocks financial advisor speaking presentation was Approved for CE Credits by California, Colorado, Florida, Georgia, Ohio, Minnesota, Montana, New York, Nevada and Texas under the sponsorship of The National Underwriter Company for the Senior Market Advisor Expo, August 25th, 2011 in Las Vegas, NV
IOS 5, iCloud, iPhone & iPad x 2, iPatience, iPractice, iPerfect, iTried, iTired, iOptimistic
October 17, 2011 by Simon · Leave a Comment
This is the first selfish blog that I have written about myself or Leading Advisor since the end of August while cutting back blogging to once a week at the beginning of the week and making the blogs about the personal development and practice development issues that financial and invest advisors are facing. I’m writing [...]
Twitter Weekly Updates for 2011-10-16
October 16, 2011 by Simon · Leave a Comment
#FA s Have you ever asked your clients what they liked best about the work that you did together? http://t.co/l4e6sC9Y # #ClrUrRdblks = Clear Your Roadblocks. What is that? Find out here on our video http://t.co/zHgxpTc9 # [Plan * Practice * Profit] Recession Is A State Of Mind And How To Get Out Of It [...]
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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
