Twitter Weekly Updates for 2012-01-29

January 29, 2012 by Simon | Leave a Comment

Winter blues are like The Plateauing Out Syndrome, when strong successful advisors get to a point when they say “is this all there is?” #
Make deposits in your team’s emotional bank accounts; acknowledge the good work they do on a regular basis. #
Congratulations to Laura Reilly for creating the opportunity for me to speak at NAIFA – Boise’s CE Day March 15th in Boise! #
[Plan * Practice * Profit] How To Beat The Winter Advisor Blues http://t.co/BnfJWChV #
8 HoliDay D’s; Deadline the plane is leaving, Decide to Do or Delegate or Defer or Dump to be Done as our Door is closed till Feb 13th. #

January 2012 E-Newsletter Plan · Practice · Profit – How To Beat The Winter Advisor Blues

January 25, 2012 by Simon | Leave a Comment

Read the latest Leading Advisor E-Newsletter:

How To Beat The Winter Advisor Blues

Demonstrating By Example To Show How To Ask For A Referral

January 23, 2012 by Simon | Leave a Comment

I received the following excerpt of a message from one of my clients and I have included my reply as a demonstration of how to ask for a referral.

Dear Simon,

Thank you for the clarification. That really helps. I spent the afternoon listening to the coaching conversation recorded with you last week.

Thank you for everything you have been doing for/with me thus far. I must tell you that this is a very good process for me and I am invigorated and excited.

I have also given your name to a few people, one a financial planner and one a financial product wholesaler.

All the best, hope it is not so cold where you are as it is here!!

Jane Doe

Hi Jane Doe,

Congratulations on the work that you are putting into the coaching and may it reward you 1000 fold.

Happy to receive the names of the advisor and the wholesaler for follow up.

My follow up could look like …

Dear _____,

Jane Doe mentioned your name and thought that I may be of service to you as a business coach.

To get to know me, please click this link to look at the following coaching testimonials

Here is a link to understand the Clear Your Roadblocks Coaching Process that Jane Doe is working on

Please e-mail me back if you would like to have a complimentary conversation about how I can help you to meet and exceed your goals.

Kind regards,

Simon Reilly

Jane, looking forward to our next conversation.

Simon

Twitter Weekly Updates for 2012-01-22

January 22, 2012 by Simon | Leave a Comment

If I don’t challenge my clients for accountability then my client will not hold their team accountable in kind #
Make a list of the center of influence / strategic partners that you’re going to develop relationships with in 2012 #
One of the big reasons that one gets emotional when they lose a sale is because their marketing funnel isn’t full enough #
Are you giving a tremendous amount of your time & energy away to prospects only to have them not reciprocate by working with you? #
Learn more about the values and behaviors of those around you. The end result creates harmonious personal and business relationships. #

What Labels & Words Do You Trivialize The Meaning Of?

January 20, 2012 by Simon | Leave a Comment

We all have heard the labels / words of business plan, delegation and time management so often that we trivialize them to the point where we have said them so many times that they no longer have any meaning.