Leading Advisor Financial Advisor Coaching

Category: Clear Your Roadblocks

Do You Run Your Business & Life With Your Heart Or Mind?

Do You Run Your Business & Life With Your Heart Or Mind?

Sometimes it’s hard to know who’s doing the thinking. Is it our dysfunctional amygdala, ego, or limbic mind, functional mind or our being, heart or soul?

The following is an e-mail that I sent to a client in follow up to their comment that the heart has nothing to do with thinking; thinking is all done with the mind. The heart does nothing more than pump blood.

Who is doing the thinking? Again the dysfunctional amygdala, ego, or limbic mind, functional mind or our being, heart or soul?

Bob Dylan was asked, “How do you handle fortune and fame?” Bob answered, “Don’t let the guy in the back seat do the driving,” meaning the dysfunctional amygdala, ego, or limbic mind.

Since about 1954, the limbic system of the brain has been implicated as the seat of emotion, addiction, mood, and many other mental and emotional processes. It is the part of

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Three Tips To Create A Stronger Working Relationship With Your Spouse

Three Tips To Create A Stronger Working Relationship With Your Spouse

Laura and I work with clients that often times work with their spouses.

Laura and I have toyed with the idea of creating a company called Working Couples-We Make Couples Work given that we are in a loving relationship and have been working all alongside of each other going into our 12th year.

Here are three tips that we share with our clients to help them create a stronger working relationship with their spouse:

  • Think back to when you first met your spouse and write down everything that you love / loved about them; characteristics, mannerisms, skills, talents etc. The next step is write down how this exercise makes you feel about them. Take this one step further and send your spouse a card with something like; I remember when we first met and these are all of the things that are attractive about you; ______, ______, ______
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    Empty My Bucket List

    Empty My Bucket List

    Laura and I are just back online from a 16-day holiday staycation from email, social media and telephone calls, and we are rested, relaxed and recharged to begin 2015.

    Over the years I’ve heard friends talk about their Bucket List and while the idea of a Bucket List is of interest, I’ve had so much on my plate I still won’t allow myself to engage in the idea of a Bucket List.

    To me, our Values, Vision, Mission and Purpose are far more important than a Bucket List.

    Our Values

    • Attraction, Currency/Energy, Encouragement, Partnering/People, Professionalism/Quality/Service, Sense/Wisdom, Teaching Understanding/Empathy and Venture

    Our Vision

    • Our vision is to help our clients and their teams to feel fulfilled through the development, realization and enactment of their values, vision, mission and purpose. We define fulfillment as a deep, soul-orientated feeling that one experiences when they are expressing their values, and being
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      The Inspirational Tipping Point and One Page Business Plan Speaking Testimonials from Legacy Financial Top Producers Conference, Rohnert Park, CA, November 6-7, 2014

      “Great road map for values and feelings questions to work with clients.” Erick Couch ProVision Brokerage

      “Great enthusiasm and ideas on ways of looking at myself and who I really am and what I’m trying to become within my business. Simon offers a different way to look at myself and my business.” Tony Torbey Torbey Financial Services

      “I’m enthused to start the planning for my business, Simon revealed a great approach with the One Page Plan.” David Quick Hearthstone Financial

      “Listening to Simon was great timing, as I have been looking for something like this, and he offers great practice focus.” Mark Miller Safe Money Strategies

      “A sincere approach to offering self- improvement and planning within my business. Simon has a systematic approach and great templates.” Richard Sazonoff Sazonoff Insurance Services

      “It’s about allowing yourself to understand and experience your values – to bring those values to other people.” Bart

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      On December 31, Will You Have Numbers Or A Story?

      On December 31, Will You Have Numbers Or A Story?

      It’s 8:40 a.m. on Sunday morning November 8 in San Fransisco after successful presentations at the Legacy Top Producer Conference.

      I am checked in for a flight from San Francisco to Chicago and then on to Moline, Iowa in advance of speaking at NAIFA Iowa’s Sales Caravan.

      I arrived at the check-in counter at the flight gate at about 8:28 a.m. and the agent was walking away from the counter.

      As the agent walked away, they said they were just closing the 8:30 a.m. flight to Los Angeles and asked me if I was going to Los Angeles.

      I said no and advised the agent that I wanted to change my seat for my 10:00 a.m. Chicago flight.

      The agent said they would be right back and went through the flight loading ramp door and closed and locked the door behind them.

      At 8:31 a.m. a person came up and

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      NAIFA California Statewide Brown Bag Webinar “The Psychology of the Client Interview”

      NAIFA California Statewide Brown Bag Webinar

      I was fortunate to have the opportunity to present “The Psychology of the Client Interview” via the October 21, 2014 NAIFA California Statewide Brown Bag Webinar that was facilitated by NAIFA California 2014/2015 State President, Ron Adams of College Funding Advisors.

      Here is a transcript of the opening of the Webinar. Click here to Subscribe to my Newsletter as I will be providing the entire transcript in my upcoming Newsletters.

      Ron:       Simon, welcome. I’m really looking forward to this. You and I have had a number of really good in-depth discussions on the phone. For full disclosure purposes I’ll let everybody know I first met Simon at a NAIFA National Convention in Las Vegas and I was very impressed. My good friend Chal Daniels was using him as a business coach, and so we invited Simon to come and speak at our annual meeting down in San

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      Happy Canadian Thanksgiving!

      Happy Canadian Thanksgiving!

      Happy Canadian Thanksgiving!

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