BCF – Projected Profits + SAC = Serendipitous Results!!!!!!!!
March 1, 2010 by Simon · Leave a Comment
It always amazes me about the number of financial advisors that disregard the recommendation to have a vision, business plan and budget cash flow.
Many behave like sales people struggling to get the next sale so that they can survive another month riding the ups and downs of an emotional roller coaster for with out a [...]
Nurturing The Seed
February 22, 2010 by Simon · Leave a Comment
A maple tree seed is complete and it needs nothing on the inside to complete its evolution other than the right amount of nutrients, soil, sunshine and water.
The nutrients, soil, sunshine and water provide the seed with the foundation so that it is not lost in the wind.
The seeds of our vision and goals are [...]
Importance of Life Insurance by Chris Noth
January 19, 2010 by Simon · Leave a Comment
Here is a Life Insurance message from one of our favorite actors Chris Noth.
Don’t Buy A Journal, One Is A Waste Of Time
December 15, 2009 by Simon · Leave a Comment
Here is a pic of the 15 journals that I have happily filled this year.
My commitment this year was to eliminate scraps of paper and sticky notes.
While the journal writings are not pretty, they contain;
Coaching client notes
Coaching ideas
Draft article, blogs, e-newsletters, twitters
Goals
Marketing ideas
Mind maps
Product ideas
Prospect notes
Time management when I am on the fly
To do lists
All [...]
High Net Worth Referral Prospect Letter
December 14, 2009 by Simon · Leave a Comment
I’m currently reading; Attract Clients – A Financial Advisor’s Guide to Building and Running a Practice by W. Lloyd Williams.
This is a great book and an easy read filled with great ideas.
Here are Lloyd’s thoughts on attracting the kind of high net worth clients that you want;
• clients are busy with life and busy with [...]
Testimonials Advocis North Western Ontario
December 3, 2009 by Simon · Leave a Comment
Offering the following kind words and a bit of inspiration and fuel for me … I am speaking at Advocis Sault Ste. Marie on Thursday, December 17th and to do this I am flying on Tuesday, December 15th to acclimatize to the ET zone, have telephone coaching days Wednesday, December 16th – Friday, December 18th [...]
The Dash! A New Comedy By Simon Reilly
October 16, 2009 by Simon · 1 Comment
It’s Wednesday, October 14, 2009 and I’m in Trail, BC having completed my speaking presentation for the Advocis Kootenay Chapter.
Thank you Jennifer Cook, the Advocis Kootenay Program Chair, for all of your work to make it possible for me to speak to the Advocis Kootenay Chapter members.
Jennifer dropped me off at my hotel after my [...]
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