In Your Mind Is Compliance A Wish Or A Demand?
March 8, 2010 by Simon · Leave a Comment
According to freedictionary.com, the definition of compliance is;
The act of complying with a wish, request, or demand; acquiescence.
Medicine Willingness to follow a prescribed course of treatment.
I have an entirely new level of respect for what financial advisors go through in respect to them remaining compliant as I had my own experience last week with resubmitting [...]
Your Plans For 2010 – Experiment Or Theory?
January 4, 2010 by Simon · Leave a Comment
Laura and I and our friends Lea & George had a quiet New Years Eve taking in the new Sherlock Holmes movie. I don’t know whether I was tired and could not get into the movie or I’ve been spoiled forever by Avatar’s stunning 3 D standard. The good news is Johnny Depp is coming [...]
Vision Map
December 18, 2009 by Simon · Leave a Comment
(Happy Holidays … I’m blogged off until January 4th … May you meet and exceed your dreams for 2010 and may it be your best year ever. Simon)
Here is a picture of a Vision Map that I created in 2006 for 2007. I’m looking forward to updating it over the holidays.
I created the Vision Map [...]
Financial Advisor Coaching Books
December 16, 2009 by Simon · 1 Comment
Here are two of my Tweets from last week;
• How do I learn how to attract high net worth financial and investment advisors?
• Read books on how financial and investment advisors attract their high net worth clients.
To this end, I’ve asked Laura to purchase every financial advisor coaching book and investment advisor coaching book that [...]
Chop Wood, Complete Transactions
December 4, 2009 by Simon · Leave a Comment
Whether it is chop wood, carry water, golf, enjoy your family, create value added relationships with your clients, offering financial advice or completing transactions, if one knows their values and has a vision, purpose and mission one will experience fulfillment.
Time Management Tools Twenty Ten
November 30, 2009 by Simon · Leave a Comment
I wrapped up Friday with a trip to Staples to pickup my time management tools for 2010 and they included;
1 – Quartet brand 1 Year Wall Planner
2 – packages Staples brand ¾” red, blue, green and yellow removable print and write colour coding labels
1 – Blueline brand C5940T Weekly (Week At A Glance ) time management planner
1 – [...]
The Idea Of Being On Tour
November 23, 2009 by Simon · Leave a Comment
The 1995 notion from the coaching movement “that you can live anywhere and coach clients over the phone” along with “create an online presence and coach clients over the phone” may have some truth but it needs a lot of STP – See The People along with The Idea Of Being On Tour.
Imagine the idea [...]
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