You Are Thinking Like An Employee
March 12, 2010 by Simon · Leave a Comment
In his presentation, “The 8 Best Practices Of High-Performing Advisors” at the May 2007 Advocis Durham Education Day (Ontario), Norm Trainor remarked that there has been a big shift in the industry; from advisors being sales-driven in the 70’s and 80’s, to being marketing-driven in the 90’s and to being customer service-driven in the new millennium.
The [...]
Choosing A Boat Instead Of An Assistant
March 11, 2010 by Simon · Leave a Comment
Advisors and potential coaching clients give me a lot of excuses for putting off their coaching programs. They want to end their struggle, but just not yet.
I hear similar excuses for not making other changes that would help, such as hiring an assistant. One advisor told me that he would hire an assistant, but he [...]
You Are Just Coping
March 10, 2010 by Simon · Leave a Comment
Our unhealthy and unproductive habits aren’t just more comfortable than the idea of trying something new, but as we learned from the “Change or Die” article, they are coping mechanisms.
Look through this list of common coping mechanisms to see if you can spot any of your favorites:
Acting out: not coping – giving in to the pressure [...]
You Are Emotionally Retired
March 9, 2010 by Simon · Leave a Comment
You know the look, you’ve seen it in others. There’s a flatness of expression, a hesitation in words and a slouching of posture. There’s no longer a light in the eyes (if there ever was), and it seems like they’ve given up on life. Is it happening in you?
Can you, your business, your clients or family afford for [...]
In Your Mind Is Compliance A Wish Or A Demand?
March 8, 2010 by Simon · Leave a Comment
According to freedictionary.com, the definition of compliance is;
The act of complying with a wish, request, or demand; acquiescence.
Medicine Willingness to follow a prescribed course of treatment.
I have an entirely new level of respect for what financial advisors go through in respect to them remaining compliant as I had my own experience last week with resubmitting [...]
Twitter Weekly Updates for 2010-03-07
March 7, 2010 by Simon · Leave a Comment
All is well in Canada, end of the 1st period Canada/USA hockey game for gold, Canada 1-0 #
2-0 Canada, We Believe! Keep going! #
March 1 and a buffer day to start the month to id projects, prioritize and act after a record breaking month! #
The key is not to get busy, rather get busy with [...]
Unmet Needs And The Law of Attraction Part 3
March 5, 2010 by Simon · Leave a Comment
The countless advisors that I’ve talked to all pretty much agree on what they want to attract:
I follow a written 5-year vision and business plan and I always have enough time.
I am fully satisfied with the amount of money I am making.
I feel naturally excited about my work and I enjoy the selling process.
I am getting many [...]












