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Welcome to the June 2017 edition of the Balance * Plan * Reward Newsletter.

Laura and I are on day 1 of a 21-day road trip en route between Vancouver and Chicago.

I am speaking on inspiration, leadership and planning, and presenting a separate workshop on membership at the 2017 State Conferences of:

  • NAIFA Indiana - June 4 - 6
  • NAIFA Florida - June 15 - 18
  • NAIFA Illinois- June 21 - 22

I'm feeling blessed that Laura is joining me on this trip, and we will be enjoying some downtime in Orlando, Florida, rather than flying back and forth from the west coast.

I've been investing time over the past few weeks refining the 2017 membership workshop version that I first presented for NAIFA Ohio in early 2016 which was followed by membership workshops in mid-2016 for NAIFA New Mexico and NAIFA Iowa. Some of the content is in the new NAIFA Membership Sales System.

Refining just like The Edge of U2 rehearsing in advance of going out on tour to get notes and the timing right.

Refining the membership workshop to be on point with: What Do Members Of An Association Need & Want?

To be on point, here are a few reflections:

  • The Elements Of Needs & Wants
  • The Difference Between Needs & Wants
  • Values, Vision, Purpose & Mission

The Elements Of Needs & Wants

These side-by-side comparisons of Maslow's Hierarchy Of Needs Pyramid and Bain and Company's The Elements Of Value Pyramid demonstrate: 

  • basic needs are at the lower portions of the pyramids.  
  • self-actualization / self-
    transcendence are at the
    top of the pyramids.

Based on the following definitions it would stand to reason that the more needless, less wanting and more values based, a person is, the more a person is self-actualized / self-transcended and in a position to help themselves and those that they serve. 

  • self-actualized - represents growth of an individual toward fulfillment of the highest needs: those for meaning in life, in particular.
  • self-transcendence - the overcoming of the limits of the individual self and its desires in spiritual contemplation and realization.

Clearly the more needless, less wanting of Entertainment/Fun, Nostalgia & Rewards and more values based a person is, the more a person is self-actualized / self-transcended and in a position to Advocate to help themselves and those that they serve by having a one on one membership enrollment conversation with their well known associates and peers about becoming a NAIFA member.

Click here to receive a downloadable copy of The Difference Between Needs, Wants & Values.

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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Simon Reilly-Coach, Speaker, and Writer

Leading Advisor Inc Box 507 Parksville, British Columbia V9P 2G6 Canada (250) 248-6012