Reflecting Back My Client’s Thoughts During Market Turmoil
September 22, 2011 by Simon · Leave a Comment
Here is a copy of an e-mail to one of my clients after our call on September 22, 2011. Dear Joe Advisor, Thank you for today’s coaching call. Please remember to realize that you are the vessel through which all communications flows, one cannot be of service feeling guilt for things that are beyond their [...]
Shelley Streit Of Guiding Light Financial Has Vision, Brand, Fee For Service & Is Making A Difference
July 20, 2011 by Simon · Leave a Comment
Here is a great example of an advisor that has created a vision, brand, charging a fee for service and who is making a difference at the same time. From Advisor.ca Preserving your vision by Melissa Shin / March 01, 2011 Shelley Streit won’t deny who she is anymore. The Stettler, Alberta advisor runs Guiding [...]
You Are Not A Bloody Financial Advisor Juke Box!
July 6, 2011 by Simon · Leave a Comment
I jokingly told one of my clients that they are “Not A Bloody Financial Advisor Juke Box!” This was after my client was explaining that they were not feeling well over the past week while they were working on three large cases at the same time. I asked them when they were going to get [...]
Commodity/Transactional Sales To Professional Practice/Collaborative/Relationship
February 16, 2011 by Simon · Leave a Comment
Hi Simon, I just cast my vote. You are in exceptional company. You have made an open and direct case for your constituency’s vote in this round to allow you to continue to ‘raise the bar’. In our industry the key distribution change which we are observing is the retiring boomer demographic influence in moving [...]
The 43 Outcomes That My New Clients Want To Achieve
November 4, 2010 by Simon · Leave a Comment
It has been an abundant week of new coaching clients coming in from the financial advisor speaking that I have been doing. The following is a cut and paste / mash up / collage … call it what you like of the outcomes that my clients want to achieve as a result of working with [...]
iPhone Landing On Concrete + Otter Box = Recovery & Warrantee
October 7, 2010 by Simon · Leave a Comment
My iPhone enclosed by an Otter Box since the iPhone came out of the box slipped off my belt along with the Otter Box and belt clip this afternoon. As the iPhone/Otter Box went through the air as it has done on occasion towards a certain death on concrete, I thought “this is it” and [...]
What Is An Example Of InspirTechnical?
August 10, 2010 by Simon · Leave a Comment
Inspiration is based on values like communication, listening and wisdom. These are the core of all positive beliefs and feelings. Inspiration is sustainable because it is driven from within. Motivation is based on unmet needs like recognition, safety and worthiness. These are the core of all negative beliefs and emotions. Motivation is not sustainable because [...]
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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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Onward: How Starbucks Fought for Its Life without Losing Its Soul by Howard Schultz, Joanne Gordon
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Paulo Coelho: A Warrior’s Life: The Authorized Biography by Fernando Morais
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
