Thank You NAIFA Georgia + To Stay Inspired Blog

April 29, 2013 by Simon · Leave a Comment

Thank you to NAIFA Georgia for their brilliant job of producing their 2013 NAIFA Georgia State Convention on Tuesday, April 23. I was honored to have the opportunity to speak at the convention and experience the outstanding presentations of Chris Coleman, Tim Richardson and John Wright II. Pictured here are NAIFA Georgia Executive John Weeks, [...]

Filed under: Vision & Planning
Tagged: Empty Your Mind, NAIFA Gerogia

This Week’s Organizational Mind Map Blog

April 15, 2013 by Simon · Leave a Comment

It’s Sunday, April 14 at 1:10pm MT and I’m on a flight from Comox on Vancouver Island to Calgary and then on to London, ON to speak at Pro-Seminars on Tuesday and then on Wednesday in Toronto. I truly enjoyed speaking for 18 minutes at TEDX Power River last Sunday. I’m now looking forward to [...]

Filed under: Vision & Planning
Tagged: Empty Your Mind, Mind mapping

How Do You Celebrate A 5% Reduction In Sales? Blog

April 1, 2013 by Simon · Leave a Comment

As I recommend to our clients, at the conclusion of each quarter, I always do a written summary of everything that we have to give thanks for and our giving thanks list for the first quarter of 2013 is below. This quarter has been unique in that we have experienced a 5% reduction in sales [...]

Filed under: Vision & Planning
Tagged: financial advisor business planning, Financial Advisor Coaching, TedX

The Secret To Being A Successful Financial Advisor

March 20, 2013 by Simon · Leave a Comment

The secret to being a successful financial advisor isn’t about what you do and how you do it; it is about why you do what you do Why you do what you do comes from inspiration. Inspiration is based on values like communication, listening and wisdom. These are the core of all positive beliefs and [...]

Filed under: Vision & Planning
Tagged: Financial Advisor Coach, successful financial advisor

A Tough Love Time Management Message

March 11, 2013 by Simon · Leave a Comment

We discussed blocking out free time, buffer time and focus time for the year and I wonder why you do not want to do this. In a way it’s like the client that doesn’t want to do a financial plan and this could be because subconsciously they could be afraid that there isn’t going to [...]

Filed under: Vision & Planning
Tagged: Financial Advisor Coach, time management for financial advisors

Do The Problems In This Financial Advisor Survey Indicate A Lack Of Time, Motivation And Support?

February 4, 2013 by Simon · Leave a Comment

I delivered a speaking presentation on the Point Click Plan One Page Business Plan Process and the Values Discovery Process at Pro-Seminars in Toronto on Monday, January 21st. At the beginning of the presentation I asked the members of the audience two blind survey questions and here are the results. What are the three biggest [...]

Filed under: Clear Your Roadblocks, Values Discovery Process, Vision & Planning
Tagged: One Page Business Plan, Point Click Plan, Values Discovery Process