Leading Advisor Financial Advisor Coaching

Does This Tony Robbins Time / Money Magazine Article Get Your Attention?

Simon Reilly | May 10, 2017 | Filed: Sales & Marketing

Tony Robbins Money Magazine

My financial advisor clients and prospects may not subscribe to some of the ideas of my former business partner, but the article certainly got your attention didn’t it?

 This attention getting Strategy is an example that I offer in my One Page Business Planning Speaking Presentation.

 Strategies are broad statements, covering multiple years that: 

  • Set the direction, philosophy, values
  • Defines what is being built & how to build it
  • Establishes business model & best practices
  • Establish guidelines for evaluating important decisions
  • Set limits on what a company will do/not do
  • Provides a framework for key decisions
  • Provides a blueprint or roadmap for building and managing the company
The example of an Attention getting Strategy that I offer in my One Page Business Planning Speaking Presentation is:
  • Become recognized for Lifestyle Protection & Wealth Management planning and solutions through Posts – Blogs/LinkedIn/Speaking Presentations

When you look at the Attention getting Strategy, do you have to write the content for the Blogs/LinkedIn/Speaking Presentations? No!

 In your KYC (Know Your Client) Process you should always be asking your clients and prospects thought leading questions to understand their interests so that  you can best serve and stay in touch with them. You can find examples of these questions by clicking here for the 13 Step Attraction Marketing Plan.

Every once in a while a magazine stand article, just like “Tony Robbins: What I Learned From the World’s Greatest Investors” that I was in front of at the Denver airport on Friday, May 5, could catch your attention, and it could be of interest to your clients and prospects.  

This blog post is a demonstration of how to pass on an attention and value added article that you don’t have to write.

 (While writing this, I was in the Denver airport en route from speaking at NAIFA Wyoming’s State Conference May 3-4 to NAIFA Virginia’s State Conference May 7-8. I’m a member of NAIFA, the National Association of Insurance and Financial Advisors.)

Would it be worth having a conversation about what’s working in your business, what’s not, what you should do about it and in what order?
As a way of helping you to meet and exceed your goals for 2017 and beyond, we would like to offer you the following Business Building Blueprint Process:
  • Step 1 – Complete a 30-minute Interview Call with Laura Reilly which will create the foundation for me to give you our version of what’s working, what’s not, what you should do about it and in what order – your personalized Business Building Blueprint 

  • Step 2 – Complete our Online Business Building Assessment  

  • Step 3 – Complete a 60-minute Business Building Assessment  / Blueprint Debriefing and again I’ll give you our version of what’s working, what’s not, what you should do about it, in what order, and the total time and money investment required; where we believe we could add the most value
At a minimum, I know we can share at least one or two best practices, some of which won’t cost you anything.
What’s the requirement? The only requirement is You:
  • You are committed to making improvements in your business 
  • You understand that most of the time, it requires someone from the outside to:
    • Help identify the improvements that need to be made 
    • Provide systems to make sustainable improvements 
    • Provide accountability 

Thank you for the opportunity to be of service, 

Simon Reilly

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About Simon Reilly

Simon Reilly Simon Reilly is a Financial Advisor Coach, Professional Speaker and Author who has provided training for financial advisors for over 20 years.

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Simon Reilly has written 2499 posts on his blog.


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