Leading Advisor Financial Advisor Coaching

Are You Digitally Balanced or Bankrupt?

Simon Reilly | August 23, 2017 | Filed: Technology

When speaking to financial professional audiences, I ask the question, ‘What are your Roadblocks?’ and the answers I receive always include Systems, Technology and Time (Management).

This is a chicken or egg thing.

Do you need to first invest in Systems & Technology or Time? 

From my experience of investing a considerable amount in Systems & Technology in July and August to become Digitally Balanced, the answer is Time.

Honestly, from my first foray into Computer Systems & Technology in 1980, I’ve never given Systems & Technology the Time that is required to be Digitally Balanced, sometimes feeling on the verge of Digital Bankruptcy. I suppose this contributed to the 1981 failure of a computer supplier/programmer that I hired to build a CRM system using DBase III on a Wang Platform. $10,000 and 1 year later I discovered, and not the computer supplier/programmer, that WANG is not IBM compatible.

Like you, over the years I’ve invested in countless Computer Systems & Technologies, spending a lot of money and Time, without first investing the required Time to create a Computer Systems & Technology Plan.

Without a Computer Systems & Technology Plan, I’ve piled on layers and layers of Apps and Software on Apple, Galaxy and Windows Hardware, along with the dream of having a seamless digital pen / voice recognition laptop / tablet. 

During one my of previous forays into managing layers upon layers of Digital Garbage using Systems & Technology was trying to combine the use of Evernote and Wunderlist only to feel like I was in a Digital Graveyard. There is nothing wrong with Evernote and Wunderlist. The problem was that I was unprepared and didn’t have a completed Computer Systems & Technology Plan before I started using them.

Without the completed Computer Systems & Technology Plan, I became lost in the absence of one simple understanding of the difference between:

  • Ideas – Journal or Evernote
  • To Dos – Wunderlist
  • Appointment – Calendar

There were just too many good digital Ideas and not enough To Dos and Appointments.

I thought the iPad, and the later Galaxy 8 could pull off my dream of having a seamless digital pen / voice recognition laptop / tablet, but both proved to be too finicky. The script-to-text recognition software on either of these wasn’t worth the bother. The outcome of this was to manage the digital Ideas and create more money making To Dos and Appointments.

Like many of us, I’ve felt on the verge of Digital Bankruptcy in the absence of advanced enough Apps, Software and Hardware. 

This was with the mistaken belief that a perfect seamless digital pen / voice recognition laptop / tablet is out there.

There will be no perfect seamless digital pen/voice recognition laptop/tablet in the absence of a Computer Systems & Technology Plan.

There will be no perfect seamless digital pen/voice recognition laptop/tablet in the absence of a Core Personal Operating System. 

Just like all of you seekers out there, I too, have continued to search for that perfect system.

On a personal level, my searching is over and all I have to do is take the Time to practice the practices that I’ve grown to understand and experience, due to my decades of experience in personal, professional and spiritual development.

Then again; What if there was the Hardware, Apps & Software that could help me to become more Digitally Balanced? Would this also help to balance personal, professional and spiritual development?

I think that I’ve found what I’m looking for with the Microsoft Surface Pro. 

This brings back: 

Do you need to first invest in Systems & Technology or Time? 

From my experience of investing a considerable amount in Systems & Technology in July and August to become Digitally Balanced, the answer is Time. Time to research and create a Computer Systems & Technology Plan.

So, after considerable Time to research, Laura and I have both invested in the newest Microsoft Surface Pro 128GB / Intel Core i5 – 4GB RAM, which is plenty as Laura and I are not into gaming or video production.

Are we using the new Microsoft Surface Pros?

Not yet; not until the Computer Systems & Technology Plan is complete.

In future newsletters, I’ll be sharing our progress with the new Microsoft Surface Pros and Computer Systems & Technology Plan.


Would it be worth having a conversation about what’s working in your business, what’s not, what you should do about it and in what order?

As a way of helping you to meet and exceed your goals for 2017 and beyond, we would like to offer you the following Business Building Blueprint Process:

  • Step 1 – Complete a 30-minute Interview Call with Laura Reilly which will create the foundation for me to give you our version of what’s working, what’s not, what you should do about it and in what order – your personalized Business Building Blueprint
  • Step 2 – Complete our Online Business Building Assessment 
  • Step 3 – Complete a 60-minute Business Building Assessment  / Blueprint Debriefing and again I’ll give you our version of what’s working, what’s not, what you should do about it, in what order, and the total time and money investment required; where we believe we could add the most value

At a minimum, I know we can share at least one or two best practices, some of which won’t cost you anything.

What’s the requirement? The only requirement is You:

  • You are committed to making improvements in your business 
  • You understand that most of the time, it requires someone from the outside to:
    • Help identify the improvements that need to be made 
    • Provide systems to make sustainable improvements 
    • Provide accountability 

Click here to  Schedule the Business Building Blueprint Process.

Thank you for the opportunity to be of service,
Simon Reilly

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About Simon Reilly

Simon Reilly Simon Reilly is a Financial Advisor Coach, Professional Speaker and Author who has provided training for financial advisors for over 20 years.

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Simon Reilly has written 2471 posts on his blog.

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