Are You A Financial Survivor Or A Financial Advisor?
January 19, 2010 by Simon · Leave a Comment
Are You A Financial Survivor Or A Financial Advisor?
Evolution has programmed us to feel the fear for survival in our guts. In days gone by, our survival was dependent upon our tribe. The tribe reinforced obedience and conformity to the tribal system through the threat of expulsion. Expulsion from the tribe meant certain death.
The tribal [...]
Why Motivation Doesn’t Work Part 2
January 18, 2010 by Simon · Leave a Comment
Maslow’s hierarchy of needs
5. Growth Needs – Self Actualization
4. Esteem Needs – Self Esteem, Recognition, Status
3. Social Needs – Sense of Belonging, Love – Approval
2. Safety Needs – Security, Protection – Safety
1. Physiological Needs – Hunger, Thirst
Abraham Maslow was an American psychologist who studied healthy, successful, extraordinary people – he called them self-actualized. He looked [...]
Eliminating RRSP Calls
January 8, 2010 by Simon · Leave a Comment
I find that my new clients get consumed in the month of February making follow up calls to their clients that are not on a monthly RRSP contribution plan so that their clients don’t miss the RRSP deadline.
What is sad is, my client’s entire business and lives are thrown into disarray working on tight time [...]
Clear Your Roadblocks eNewsletter | December 2009
December 11, 2009 by Simon · Leave a Comment
Welcome to the December 2009 and 5th Anniversary edition of our Clear Your Roadblocks E-Newsletter and Leading Advisor Web Site.
What if after fourteen years since the inception of the internet, you have not invested in a web presence via a web site, e-newsletter, blog, FaceBook, LinkedIn or Twitter? According to Seth Godin, it will only take you about a year to catch up.
I’m no different than you. There are days when I am fueled by inspiration and fooled with desperation and the belief that I have too much to do.
“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” – Warren Buffet
While we are ranked on page one on Google search engines for financial advisor coach, financial advisor coaching, financial advisor speaking, investment advisor coach, investment advisor coaching and investment advisor speaking, it would not take all that long to lose this ranking and the inspiration that e-marketing helps to create.
Perhaps 2010 will be the year for you to understand that committing to building a web presence will help you to find your voice and assist you to develop your vision, business plan, marketing plan, brand, unique selling proposition and become a recognized expert within the niche that you choose. If you were me, you would be lucky enough to receive a call like this from a complete stranger that says “I’ve been reading your blog and your e-newsletter, I have $120,000,000 under management and I want to grow my practice to $150,000,000.
I believe that your web presence has got to be a part of your vision for 2010 and beyond because if your prospective clients can’t find you on Google, FaceBook, LinkedIn or Twitter, notice that I said OR … you don’t have to do them all, then you may not exist in their minds.
BNN Investors’ Survey
November 18, 2009 by Simon · Leave a Comment
This BNN Survey sponsored by Standard Life provides some excellent information.
The recession has rattled investors’ faith in stocks and in their investment advisors, according to an exclusive and revealing survey conducted for BNN this fall. The survey, sponsored by Standard Life, polled more than 1,000 active and passive investors across the country between October 8th [...]
Vancouver Ranks First For Net Worth
July 21, 2009 by Simon · Leave a Comment
I’m behind the times as Vancouver as been proclaimed the First For Net Worth over Calgary. Here I was thinking all along that Toronto was the center of the universe.
A pic over the cowl, the exhaust pipe and the propeller from the co-pilot’s seat in a Twin Otter Float Plane. I’m leaving Vancouver and heading to Nanaimo on [...]
Right Back At You
July 17, 2009 by Simon · Leave a Comment
“You are the best motivational speaker that I have ever heard” said one participant at the end of the private client workshop that I completed yesterday.
Right back at you!
Yesterday’s workshop was the best speaking experience that I have ever had in the financial services industry and this is explained in an excerpt from the follow [...]
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