Leading Advisor Training, Coaching, and Professional Speaker - Simon Reilly » Clear Your Roadblocks

Twitter Weekly Updates for 2012-01-29

Simon — Sun, 29 Jan 2012 17:07:00 +0000

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. #

Twitter Weekly Updates for 2012-01-22

Simon — Sun, 22 Jan 2012 17:07:00 +0000

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. #

Twitter Weekly Updates for 2012-01-15

Simon — Sun, 15 Jan 2012 17:07:00 +0000

Do your 2012 plan now; you don’t want to be looking over your shoulder when you’re trying to go forward in 2012. #
Have an open mind & an open heart as you will be unable to apply coaching to the areas of your business that require improvement. #
Pay an assist what they are worth when they are licensed and can handle both back office and customer service. #
Thrilled to be presenting the One Page Business Plan @ Equitable Life’s April Conference, Paradise Island, Bahamas #
Are you struggling with subjective issues? If subjective issues remain incomplete & not dealt with, everything else will remain incomplete. #
Ask & answer questions about improvements that your clients want to experience versus telling & selling – rhymes with yelling. #

Twitter Weekly Updates for 2012-01-08

Simon — Sun, 08 Jan 2012 17:07:00 +0000

No social media as Laura & I are invstng Jan 2-4 in 2012 business plan, check out our blog for details; http://t.co/M19VUy49 #
I will be prsntng the One Page Business Plan to Lincoln Investment Planning’s 2012 National Advisor Summit on Thurs, May 31 in Philadelphia #
No social media as Laura & I are invstng Jan 2-4 in 2012 business plan, check out our blog for details; http://t.co/M19VUy49 #
Did you celebrate accomplishments for 2011 vs spending time thinking what’s next, what to look forward to & out w/ the old & in w/ the new. #
Customers having trouble w/ your product / service don’t want to hear a reply that 700 other clients are not having trouble #
Creating a 2012 business plan will cause you to understand & inspire your business to new level vs the trap of an unconscious routine #

Twitter Weekly Updates for 2011-12-25

Simon — Sun, 25 Dec 2011 17:07:00 +0000

Get the words right, build the right business & get the numbers right. OPBP FREE webinar tomorrow 11:15am EDT. http://t.co/Q3aI5yd6 #
Close the door on a never-ending open-door policy. Create strong and loving boundaries. #
Work on your 2012 personal and business goals and narrow them down to 90-day goals so you have balance in all areas of your life. #
Our team @ Leading Advisor wish you a happy holiday season & may all your dreams come true for 2012; we will see you back on January 5th. #

Twitter Weekly Updates for 2011-12-18

Simon — Sun, 18 Dec 2011 17:07:00 +0000

Tomorrow at 4:15pm EDT OPBP FREE webinar! It’s a proven tool & process over last 10 yrs | Limit your plan to 1 page http://t.co/aFshWFLx #
What is written gets realized. #
Make a list of things to be thankful for 2011; write down how they make you feel and then expand your vocabulary on how you want to feel. #
[Plan * Practice * Profit] What Have You Learned in 2011? http://t.co/CMHAp51j #
What did u do well in 2011 & really well for clients in 2011? Review your vision| mission|guiding principles. What can u do better in 2012? #
Whatever we give power to, we make real. #
via @financialadvis2: New blog post: Simon Reilly — Removing Your Roadblocks http://t.co/KDr56BRk… #

Twitter Weekly Updates for 2011-12-11

Simon — Sun, 11 Dec 2011 17:07:00 +0000

[Plan * Practice * Profit] A Powerful Tool for Building and Managing Your Business http://t.co/NCZwqRqM #
Frm Nancy Howard Exec Adm NAIFA – Nebraska "It's unanimous, Board agreed to have Simon speak @ NAIFA/NAHU conference May 2012" Grt Wrk Laura #
5 Steps you need to use in Your Hiring Process http://t.co/ua7OKg4G #
Keep it simple, concise & be accountable. Next FREE One Page Business Plan webinar – tomorrow 10:00am EDT. http://t.co/HGhjZTFi #
A huge thank you to Kim Black @ http://t.co/0uBlsteP for the beautiful work that Kim just did on the Ads on the right hand side of my blog #
Get REAL with the present and the future because what you are doing right now is either creating a successful future or a painful one. #
A budget cash-flow document is a work in progress and is never really complete … It will help you understand your foundation. #
Lkng frwrd to prsntng a One Page Business Plan Live Workshop to Canada Life in Vancouver on Fri, Dec 9 fllwd up w/ 1 on 1 tele-coaching. #
A financial survivor is stressed out doing $30/hr work failing to invest in additional assistants because they do not have a big enough… #
A financial advisor takes the time to plan|prioritize|delegate all non face-to-face client activity #

Twitter Weekly Updates for 2011-12-04

Simon — Sun, 04 Dec 2011 17:07:00 +0000

[Plan * Practice * Profit] Bring in Better Results at a Faster, More Efficient Pace http://t.co/XGBvZT0u #
Build a stronger internal team so that you are not interrupted by continual repeated mistakes. #
Respectfully, I say “so what” to good service. We give good service sounds like everybody else. What makes your firm stand out? #
Twitter account was hacked this week & hats off to Twitter for fixing it to prevent weight loss Tweets that I have nothing to do with. #
Living our values is a scientific approach to be able to magnify enlightenment & excellence as ….cont’d. #
cont’d….we live our values in the service to ourselves, our clients & our company. #
In my mind, one must be creating in the new normal because one can easily get consumed if they are standing still. http://t.co/m7YuCKBo #

Twitter Weekly Updates for 2011-11-27

Simon — Sun, 27 Nov 2011 17:07:00 +0000

Whose fault will it be if you don’t make yourself available to allow your clients to be heard? #
Just invited by Joey Davenport to post 4 articles on Hoopis Community Home Page in 2012 read by 20,000+ subscribers… #
cont'd,….read by 20,000+ subscribers http://t.co/nvciHW2b #
[Plan * Practice * Profit] Bring in Better Results at a Faster, More Efficient Pace http://t.co/LYMBlErM #
cont'd…cash flow management plan for the future. #
The financial survivor is afraid & living hour by hour & day to day. The financial advisor has a written vision, business plan & …cont'd #
It is only the fear based ego mind that gets in the way of presenting the letter of engagement with …cont'd #
cont'd…limiting beliefs about how the client may receive the letter. #
Seth Godin coined “the forever recession”; there is business on the horizon, change this by creating a bigger vision, peak and horizon #
My last long flight of the year on Nov 17 w/ WestJet frm Comox to Calgary delayed 6 hrs & WJ just e-mailed a 20% discount on the next flight #
Humans exp. 34,000 diff. emotions, research shows most CEOs experience 12 emotions in average work wk, mostly negative http://t.co/HkJXEebq #
Document meeting discussions & email it to everyone so that there is a consistent & committed follow-up to the team meeting. #

Twitter Weekly Updates for 2011-11-20

Simon — Sun, 20 Nov 2011 17:07:00 +0000

Headed to Vancouver for two separate presentations to Custom Plan and Macquarie Private Wealth Inc. #
RT @financewebinars: #FF #TLFA Thought Leaders @simonreilly @jjloic @swershing @NedVanriper @mattandersontv @InsuranceMktg @drewbower… #
I work wth those that understand that most of the time it takes someone frm the outside to help them get to the next level in their business #
How many times have you heard this from an associate when they failed to follow through; “That’s not what you told me”! #
Plan your time for the rest of the year because you don’t want to carry an incomplete project list into 2012. #
Employee review questions can include; “Is there anything that you need from the company to help to make the improvements?” #
When you ask for referrals; are you clear on what you want to say? Write it down ahead of time to ease the process. #
Put your delegation in writing and have your associate reply back to you in writing. This will eliminate a lot of confusion and wasted time. #
In this financial crisis are you the financial survivor who blames big government & big business or…cont'd #
cont'd….the financial advisor who believes in the creativity of human kind? #
I don’t believe one can have too many sincere and from the heart testimonial / recommendations. #
You must have your income goals at the top of your mind so that you put your business, your family and yourself first. #
You only have so much time. Time is your currency and we must be conscious about how we spend it. #
RT @guidinglightfin: In #yyc for an IFB confrence. Excited to see @simonreilly speak. I <3 him as he helped transform my beliefs & business. #