Demonstrating By Example To Show How To Ask For A Referral

January 23, 2012 by · 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 [...]

Filed under: Sales & Marketing
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Are You Complaining About The Prospect That Got Away?

November 7, 2011 by · Leave a Comment 

It is Wednesday morning, November 2nd and a day of delayed gratification in a Toronto hotel room with a late 3pm check out because of an honours card from Radisson Hotels in advance of a 5pm ET flight to Nanaimo via Vancouver. Everyone is still sleeping on the West Coast. I’m listening to the soothing [...]

Filed under: Financial Advisor Speaking, Sales & Marketing
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Walking Our Talk By Using The “Know Your Client Rule”

October 31, 2011 by · Leave a Comment 

I had the pleasure of being one of four main stage speakers that included Mike Lipkin, Daryl Diamond and Doug Chisholm at PPI Solutions Business Building Workshop in Kananaskis, AB on October 24th and 25th, 2011. My presentation was on The One Page Business Plan. PPI Solutions has made a considerable investment in creating the [...]

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May I Have Your Permission To Have A Discussion About Protecting Your Assets & Leaving A Legacy?

October 11, 2011 by · Leave a Comment 

Financial planners have to create a tremendous amount of discipline and time to update their knowledge base to be able to provide their clients with the best service possible. So much discipline that they get into a regimented routine working with their clients create a financial plan and growing their client’s assets that some may [...]

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Here Is A Way To Emotionalize The Decision To Purchase Life Insurance

September 12, 2011 by · Leave a Comment 

 

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Here’s A Reason That It Is Cool To Be An Insurance Salesperson

August 29, 2011 by · Leave a Comment 

Laura and I watched the comedy movie ‘Cedar Rapids’ partly because it is about an insurance agent who is sent to Cedar Rapids, Iowa to represent his company at an annual insurance convention and that I was in Cedar Rapids speaking on behalf of NAIFA Iowa ( National Association of Insurance and Financial Advisors ) [...]

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Will Your Prospective Client Know Who You Are When You Call?

August 25, 2011 by · Leave a Comment 

There is so much talk about Social Media it is overwhelming and I can see that a financial advisor or an investment advisor could easily get overwhelmed with all of the instant social media experts that are out there. I see marketing / social media as this way from the bottom up: 3) Social Media [...]

Filed under: Sales & Marketing, Social Media
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