Walking Our Talk By Using The “Know Your Client Rule”
October 31, 2011 by Simon · 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 [...]
May I Have Your Permission To Have A Discussion About Protecting Your Assets & Leaving A Legacy?
October 11, 2011 by Simon · 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 [...]
Here Is A Way To Emotionalize The Decision To Purchase Life Insurance
September 12, 2011 by Simon · Leave a Comment
Here’s A Reason That It Is Cool To Be An Insurance Salesperson
August 29, 2011 by Simon · 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 ) [...]
Will Your Prospective Client Know Who You Are When You Call?
August 25, 2011 by Simon · 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 [...]
One Page Business Plan Now CE Accredited With Advocis
August 17, 2011 by Simon · Leave a Comment
We just received CE Accreditation under the new 2010 Advocis / CLU Institute CE Accreditation Guidelines for the One Page Business Plan speaking presentation. Here is a copy of the postcard that we are sending to all Advocis Chapters, Life Insurance Companies and MGA Firms to augment or financial advisor speaking efforts. It was great [...]
Our New Welcome Vlog For Our Upcoming New Coaching Page
August 16, 2011 by Simon · Leave a Comment
In What Did You Do With Your Summer To Get Ready For September? I wrote about my Summer Buffer Day activity which included a list with a ranking of where we stand on a scale of 1 – 10, 10 being the highest. One of the items on the list was Product Content Development, Organizing, [...]
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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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The Brave: A Novel by Nicholas Evans
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
