3338 Readers
Welcome to the April 15th, 2007 E-Newsletter.
Simon Reilly
The Financial Advisor Coach
sreilly@leadingadvisor.com
1 877 248 6019
This edition of the E-Newsletter Includes:
- Did You Get Your Report Card? - Now that got your attention didn't it?
- Revised Speaking Schedule
- Client Feedback
- To Heck With Ask Jeeves, Find Jeeves!
- Are You Interested In Finding Out About How Our Coaching Program Works?
- Why Are Most Financial Advisors Having A Difficult Time?
- Why Are Many Financial Advisors Emotionally Retired?
- What Are The Significance Of Values, Positive Beliefs And Positive Emotions On Your Business?
- Removing Your Roadblocks To Your Success Includes The Following Steps ...
- The First Month Of Your Coaching Risk Free
- Are You Ready To Get Started? Given that we have hundreds of new E-Newsletter Readers because we have spoken at the Independent Financial Brokers Association and Pro-Seminars Events in Vancouver, Richmond, Edmonton, Calgary, Saskatoon, Winnipeg and London I am taking the liberty to include links into our Web Site that will add more value to our Removing Your Roadblocks To Your Success Speaking Presentation ...
Did You Get Your Report Card? - Now that got your attention didn't it?
We have just completed a Quarterly Review of our Business Plan which also included doing a Report Card on every area of our business & Adding New Projects To Our Business Plan.
I made one mistake in the process. I was so busy with doing the Report Card and being real honest that I didn’t realize that I pulled myself into feeling daunted by all of the things that I believe we need to do to take Leading Advisor to the next level and beyond.
Walking my talk and taking my own medicine would have prevented this, and this means Giving Thanks For What We Created In The First Quarter Of 2007 as Step #1. This way one comes from the place of feeling inspired versus getting hooked into what isn’t complete yet.
The entire process looks like;
- Business Plan Review
- Giving Thanks For What Is Created In The Previous Quarter
- Report Card
- Add New Projects To Business Plan
- Budget Review
- Time Line Projects
- ID Goals For Next Quarter
- ID Actions
- Schedule
So here are two lists;
- Giving Thanks For What We Created In The First Quarter Of 2007
- Leading Advisor Report Card January 1st – Mach 31st, 2007
Giving Thanks For What We Created In The First Quarter Of 2007
- Remained true to our marketing vision
- Quarterly review meeting started before the end of the quarter
- Operations manual well underway
- Cell phone upgraded
- Bookkeeper hired
- Books completed and delivered to the accountant
- GST paid
- Personal taxes pre-paid
- We are profitable
- Sales for January & February 300% over last year
- Show reel completed
- DVD and DVD labels created
- Book well underway
- Five Advocis Financial Advisor Public Speaking Events Booked
- New PowerPoint created and delivered
- Public speaking attendee follow up plan created
- Referrals are increasing
- Web site sales are increasing
Leading Advisor Report Card January 1st – Mach 31st, 2007
Note:- I am hard marking these categories for one reason or another and my thought is we must be at a “B” or better
- You are welcome to create whatever category you like
| Vision | |
| Staying true to our Vision | B |
| Staying true to our Niche | A |
| Staying true to our Vision of Coaching | B- |
| Staying true to our Vision of Speaking | B- |
| Staying true to our Vision of Writing | C |
| Business Planning | |
| Leadership | C+ |
| Delegation | C- |
| Business Plan Review | C |
| Regular Weekly Planning Meetings | C+ |
| Operations Manual | C |
| Business Retreat | (new) |
| Customer Service | B |
| Systems | |
| Computers and Equipment | B |
| Financial | |
| Controls | A- |
| Merchant Account | C |
| Payment of Taxes | A |
| Payment of Debt | B |
| Pricing | C |
| Profit | B+ |
| Product | |
| One On One Coaching Delivery | A- |
| One On One Alumni Program | (new) |
| Group Coaching Program | (new) |
| Retreat | (new) |
| Marketing – Public Speaking | |
| Overall Response From Audience | B |
| Associations | B |
| Private Company | D |
| Strategic Alliances | B+ |
| Create New PowerPoints | B |
| Deliver Speaking Folio & Show Reel | C |
| Research Public Speaking Contacts | (new) |
| Western Canada Focus | (new) |
| Leading Advisor 1 Day Events | (new) |
| Marketing – Conventional | |
| Referral Requests | C- |
| Testimonial Requests | C+ |
| Public Speaking Attendee Follow Up | C |
| Public Speaking Attendee Data Base Management | (new) |
| Public Speaking Attendee Follow Up System | (new) |
| Direct Mail E-Newsletter & Offer | (new) |
| Referral Card | D |
| 100 Tips Booklet | (new) |
| Trade Show | (new) |
| Marketing – Advanced | |
| Advertising | D |
| Associations Join | C |
| Become A Niche Celebrity | C |
| Joint Venture Relationships | D |
| Sponsorship | D |
| Strategic Alliance Partners | D |
| Subscribe For Publications | B |
| Trade Shows | C |
| Write For Publications | D |
| Web Site | |
| Web Site | A- |
| E-Newsletter | A- |
| Blog | A- |
| Show Reel | C+ |
| Resources Section | (new) |
| Audio Acrobat for Client Calls, E-Newsletters, Testimonials | (new) |
| Podcasting | (new) |
| Article Banks | D |
| Industry Data Bases | D |
| Pay Per Click | (on hold) |
| Teleclasses | (on hold) |
| Sales | |
| Results | C |
| Tracking | C |
| Team | |
| Leadership | C+ |
| Accountant | B |
| Administration | C+ |
| Administration/Marketing Support – Online Office Assistant | (new) |
| Bookkeeper | A- |
| Computer/IT Support | C+ |
| Graphic Design | (new) |
| Office Environment | A |
| Product Delivery | B |
| Product Development | C |
| Sales & Marketing Associate | (new) |
| Training – Book Publishing | (new) |
| Training – Group Coaching | (new) |
| Training – Public Speaking Marketing | (new) |
| Training – Public Speaking Delivery | (new) |
| Web Site Technical | B |
Revised Speaking Schedule
| Pro-Seminars | May 7 | Vancouver, BC |
| Advocis S Sask | May 10 | Regina, SK |
| Advocis Durham | May 17 | Oshawa, ON |
| Advocis N. Central Sask. | May 24 | Saskatoon, SK |
| IFB Summit | May 30/31 | Toronto, ON |
| Pro Seminars | June 19 | Calgary, AB |
| Pro Seminars | June 20 | Regina, SK |
Client Feedback
Hi Laura,
I attended the recent Pro Seminars Vancouver conference.
Simon's presentation was excellent and he knew his audience, hit the important issues, was able to challenge us & blend it all with humor & love for the human spirit.
Please let Simon know that I have referred him to our Investment dealership and his info has been forwarded to the regional coordinator.
Thanks again,
Ian Fordyce
IPC Investment Corp.
Williams Lake, BC
However, I was fortunate enough to have the opportunity to work with Simon one on one. Simon took the time to understand both my strengths and weaknesses. But rather than just trying to fix the problems, Simon delved into why they were there in the first place. This process allowed Simon to help me create the strategies, and more importantly, provided me with a toolkit that I am using on an ongoing basis to meet and exceed my goals. It is the use of this toolkit that has helped me to build the confidence to work with, and attract more complex clients and opportunities.
Bill Montemurro, MBA, CFP
Financial Consultant
Investors Group
Sherwood Park, Alberta
bill.montemurro @ investorsgroup.com
To Heck With Ask Jeeves, Find Jeeves!
Note to the reader. You may wonder why I am including the following which to some, may be seen as bunch of personal dribble. Marketing is the process of elimination. I believe that clients will buy from you when they know you, like you, trust you, respect you, get value and when they are ready.
If you don’t like my personal style of sharing what is going on in my personal life, both the strong and to some what may seem to be the weaker sides of the human condition, you will not like me and you will likely not enjoy working with me.
So on with the story.
By the way, Ask Jeeves is still around, it is now ask.com.
As another birthday passes, I recall that my energy level is always huge right after my birthday.
This added energy dovetails into my belief that it is important to eliminate all incompletions and distractions in order to create the space for attraction.
What is your choice, distraction or attraction?
This also brings something to mind that the late great Thomas Leonard said to me back in 1996; “If you want to attract clients, clean up your office”.
So for me, the best place to start is with my personal life.
My title of “To Heck With Ask Jeeves, Find Jeeves” relates to me seriously thinking that I would like to consider hiring a contractor to take care of the details in my personal life.
I have no idea if this is possible and I am gaining clarity as I write this and I hope that you are gaining value at the same time.
So here are three lists. One is what I completed over the weekend, one is of what needs to be completed by me and one is what needs to be completed by delegation.
Again, keep in mind that I am creating a space of zero distractions to able me to magnify my focus in other areas.
Completed Over The Weekend- Clean Up, Install Shelving, Re-Organize and Sweep Garage
Here is a pic of the new shelves which I am very pleased with.
- Hang Pictures
- Wash Truck
- Repair Laura’s Office Desk
- Repair Driveway Lighting
- Purchase Hanging Basket Sprinkler Equipment
Here is a pic of the hanging baskets from last year and as much as I love the beauty of the flowers, I want to eliminate hand watering these two times a day
- Program Fan Timers
- Purchase Jewel Cases For Nuts & Bolts
- Wash Algae Of Patio
- Vacuum Offices
To Complete
- Purchase Hanging Baskets (as soon as frost warning over)
- Put Patio Furniture Outside (as soon as frost warning over)
- Build Wine Rack
- Fertilize Plants
- Install Hanging Basket Sprinkler System
- Reprogram Furnace For Summer
- Clean Up Nuts & Bolts Using Jewel Cases
To Complete – Delegate
- Plant Flowers In Pots
- Auto Windshield Repair & Detail
- Build Bookcase
- Install Stereo & Speakers
- Wash Outside Windows
- Install Crown Mouldings In Master Bedroom
So at the end of the exercise I have come to the realization;
- Puttering around doing odd jobs around the house is something I enjoy
- This is the makings of a delegation list for next year
- This list will set the intention to attract the help for these incompletions
Are You Interested In Finding Out About How Our Coaching Program Works?
Hi I'm Simon Reilly,
I'm concerned about what I'm seeing in the Financial Advisor industry. Recent survey results are revealing problems like:
Financial Advisors are having a difficult time implementing very valuable aspects, such a business plan, a marketing plan and financial controls, into their business.
Financial Advisors are emotionally retired, not making enough money and their numbers are dwindling.
Why Are Most Financial Advisors Having A Difficult Time?
It is all about Values & Vision!
The Foundation Of Your Business includes;
- Values
- Vision, Purpose, Mission
- Goals
- Business Plan
- Marketing Plan
- Brand
- Niche
- Product Specialization
- Client Specialization
Why Are Many Financial Advisors Emotionally Retired?
Recent survey results include;
Most Financial Advisors are Emotionally Retired
- 23% of Financial Advisors over 63 years of have no Succession Plan
- 33% of Financial Advisors have no Vision or Business Plan
- There are not enough inspired and / or qualified advisors
- 12.4% of Financial Advisors are very satisfied
- 49.1% of Financial Advisors are not very satisfied
- > 40% of Financial Advisors are unsatisfied
- 1/3 of Financial Advisors make $50K - $100K
- 1/2 of Financial Advisors make $100K - $200K
- 1/5 of Financial Advisors make $250K +
What Are The Significance Of Values, Positive Beliefs And Positive Emotions On Your Business?
For years, the Leading Advisor Coaching System has provided our clients with the following sustainable systems that relate to;
Fulfillment - deep, soul-orientated Feelings that one experiences when they are expressing their Values, as in being themselves.
Values - Values are WHY you approach your business and personal goals - therefore what motivates your Behavior.
Removing Your Roadblocks To Your Success Includes The Following Steps ...
- Values & Behaviors Assessments
- Identify & Eliminate Unmet Needs, Limiting Beliefs & Limiting Emotions
- Redefine Your Values
- Create A Personal Vision, Purpose & Mission
The First Month Of Your Coaching Risk Free
Yes, you read correctly, I will give you 30 days of coaching that includes the following 100% Risk Free for 30 days. If you don't like the results, you don't pay, no questions asked.
How Can You Get Started & How Can You Have Your Own "Coach" Risk Free?
Are You Ready To Get Started?
If you have read this far it is time for you to go to the next step.
I would like to know about you.
You are invited to fill in the following Intake Form and submit it to me.
Thank you for sharing your time.
Simon Reilly
The Financial Advisor Coach
sreilly@leadingadvisor.com
1 877 248 6019