By our standards we like the E-Newsletter to go out mid-month. Please forgive the very late September E-Newsletter Edition. Like many financial advisors, we are very busy at this time of the year and you can read more in the section, Leading Advisor Business Development.

I hope you look forward to reading our E-Newsletter each month and that you'll continue to be a subscriber. We'll be switching to a new system that sends our our E-Newsletter very soon. In fact, some of you are already receiving it with the new system - thank you for following through. If you haven't switched over yet, I've included an easy to complete form that will let you continue to receive the E-Newsletter with our new system.

Simon Reilly
The Financial Advisor Coach
sreilly@leadingadvisor.com
1 877 248 6019

This edition of the E-Newsletter Includes:

• New E-Newsletter Software Alert!
• Financial Survivor Or Advisor? Which Tribe is Yours?
• The Clear Values Scorecard™
• The Birth of The Survival Based Ego Mind
• Desire Is Not Bad
• Budget Cash Flow Insanity
• The War of Art by Steven Pressfield
• Leading Advisor Business Development

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Financial Survivor Or Advisor? Which Tribe is Yours?

This relates to two questions that I ask right at the beginning of my Removing Your Roadblocks to Success™ Speaking Presentations:

• Are you a Financial Advisor?
• Are you a Financial Survivor?

The Financial Survivor has The Unmet Needs Disease™, while the Financial Advisor has Clear Values™.

Please note that some of the following ideas were developed from Steven Pressfield's book, The War of Art. Steven wrote The Legend of Bagger Vance, which is a must see moving starring Matt Damon and Will Smith.

Evolution has programmed us to feel the fear of survival in our guts.

In days gone by, we needed the tribe to survive. Many financial advisors needed sales to survive.

The tribe reinforced conformity, obedience, and the tribal system through the threat of expulsion.

Expulsion from the tribe meant certain death without the protection of the tribe. For how would you survive without the tribe? Fear of survival is in our cells.

Many financial advisors were introduced to the profession through the captive agency system, a tribal system, if you will.

The tribal mind and The Survival Based Ego Mind are one in the same.

Staying a member of today's financial advisor tribe may mean meeting specific sales targets and not meeting these sales targets means expulsion in The Survival Based Ego Mind.

Many of the captive agencies do not exist today and more and more financial advisors have either made a decision to become independent or have been forced to become independent.

Whether you are in a captive agency system or an independent, could it be that every time you set a sales target... you re-trigger The Survival Based Ego Mind?

Where does this leave you if you are wired to survive?

I'm observing that many financial advisors, through focusing on what they are trying to avoid, are steering themselves to tribes that are:

• Addicted to selling.
• Not making enough money.
• Completely overwhelmed.
• In conflict.
• Getting pumped up.
• Not getting new clients.
• Doing too many favors and selling too many products.
• Not getting enough referrals.
• Beating themselves up.
• Not achieving their true potential.

Which tribe do you belong to: The Financial Survivor that has The Unmet Needs Disease™ that causes the feeling that you are not achieving your true potential as an advisor or the Financial Advisor that has Clear Values™ that is feeling you are achieving your true potential as an advisor?:

We are wired tribally and we don't know how to be alone and be free individuals, cut free from familiar and comforting structures that are needed by The Survival Based Ego Mind.

Today's Financial Advisor must be a tribal leader.

• Are you a Financial Advisor?
• Are you a Financial Survivor?

Find out where you stand by taking The Clear Values Scorecard™.

The Clear Values Scorecard™

To help you clearly understand your current situation, try The Clear Values Scorecard™. Rate your reactions to each pair of phrases. Decide where you lie on the scale from 1 to 10. Add up your total from each column. Speak to one of our associates to understand the significance of your score.

I am addicted to growth.	1	2	3	4	5	6	7	8	9	10	I have a written vision and business plan for the next 5 years.
I am not making enough money as I would like.	1	2	3	4	5	6	7	8	9	10	I am fully satisfied with the amount of money I am making.
I feel completely overwhelmed doing things I don’t like to do.	1	2	3	4	5	6	7	8	9	10	I do what I love to do and I delegate everything else.
I have a lot of conflict in my business relationships.	1	2	3	4	5	6	7	8	9	10	I am effective at managing my business relationships extremely well.
I have to get myself pumped when I am selling.	1	2	3	4	5	6	7	8	9	10	I feel naturally excited about my work and I enjoy the selling process.
I feel that I am not getting as many new clients as I want.	1	2	3	4	5	6	7	8	9	10	I am getting a lot of new high quality clients.
I do too many favors and I sell too many products.	1	2	3	4	5	6	7	8	9	10	I am focused on profitable products and a niche market.
I feel I am not getting enough referrals.	1	2	3	4	5	6	7	8	9	10	I am getting lots of great qualified referrals
I beat myself up when things don’t go right.	1	2	3	4	5	6	7	8	9	10	I always celebrate my successes and learn from my setbacks.
I do not feel that I am achieving my true potential as an advisor.	1	2	3	4	5	6	7	8	9	10	I feel that I am achieving my true potential as an advisor.
ADD COLUMN TOTALS											YOUR SCORE ________

The Birth of The Survival Based Ego Mind

The following points are draft notes that I have assembled for the development of my book - The Unmet Needs Disease™.

• YOU were born perfect.
• A perfect child of your parents.
• One day while you were trying to meet your needs, as an example, you experience the first experience of separation from parental love by reaching out to your parents who may have been consumed with meeting their own needs with a sharp comment like: What you bothering me for?!? Can't you see that I'm trying to put clothing on your back and food on the table ... it's always, you, you you!!!
• Your Survival Based Ego Mind was born and came to the rescue to cope with the pain and separation which was a mistake in perception.
• The feelings of disconnection from parental love were strong ...
• This experience was the birth of the Unmet Need of Worthiness ...
• Which lead to Limiting Beliefs of I am not good enough.
• Which lead to Feelings that included shame.
• Which lead to your Busi-ness in pursuit and the completion of the feelings of worthiness.
• You went after money or possessions to minimize the feelings believing that these things would complete you from the inside out.
• The pursuit of money and possessions are what your parents seemed to be doing.
• Well, I'll show them, you thought.
• I'll never go through that again.
• I'll create my own money by becoming a financial advisor.
• Your Survival Based Ego Mind thought
• I'll find what I am missing by being a financial advisor.
• In the pursuit of what is missing, you miss more.
• With Unmet Needs and Limiting Beliefs around I am not Worthy, you attract what you believe.

I am observing that many financial advisors, though focusing on what they are trying to avoid, are steering themselves to tribes that are:

• Addicted to selling.
• Not making enough money.
• Completely overwhelmed.
• In conflict.
• Getting pumped up.
• Not getting new clients.
• Doing too many favors and selling too many products.
• Not getting enough referrals.
• Beating themselves up.
• Not achieving their true potential.

Desire Is Not Bad

• Desire is natural
• Desire is only a problem when it takes over and puts you into a trace of worthiness
• Are you in a trance when you don't ask for referrals, don't manage your time, don't segment your clients, don't qualify your clients, don't delegate, work with too many unproductive clients, try to get motivated, sell too many products or feel a lack of accomplishment?
• So you hire a coach or attend a workshop to get motivated.
• And because you approach it with anUmet Need of Worthiness ...
• You sabotage it and give up.
• Leads to, "I am not good enough" which is right where you started which leads to,"I must be getting old".
• The only thing that is getting YOU old is your Survival Based Ego Mind.

Budget Cash Flow Insanity

I'm opening my speaking presentations with the questions:

• Are you a financial advisor?
• Are you a financial survivor?

I believe that many financial survivors go into the financial advisor industry because they experienced negative emotions and messages about money in their family of origin.

They didn't feel safe because they constantly felt afraid and heard that there wasn't enough money and vowing to never experience this experience again, they got into the financial advisor industry.

The trouble is, they are still surviving.

What is my evidence?

A study that indicates that 33% of financial advisors have no business plan.

This would include operating a business with a budget cash flow spreadsheet.

Here is a copy of an e-mail that I sent to a client as a reminder.

Hi John Doe,

I am checking to see if you have scheduled the time to get on top of your budget cash flow.

The ego will want to convince you that you don't have time and that you don't have the money to stop.

What is sad is, by not doing this, you will keep your hair on fire and keep on running and running and running and surviving.

What ever the truth is in the budget cash flow, once you are finished with the insane mind's stories, you will settle into attracting more money.

If you need short term financing at some point in time, so be it, you are worth it.

Tough love from your coach looking over your shoulder.

The War of Art by Steven Pressfield

Here are the points in Steven's book that stood out for me. If you have something that you have always wanted to reate, read The War of Art by Steven Pressfield. The following ideas are all Steven Pressfield's ideas.

• Pressfield lays out a step by step plan that includes: preparation, order, patience, endurance, acting in the face of fear and failure - no excuses. No bullshit.


• Avoid resistance at all cost.


• Resistance is an all-encompassing term for what Freud called Death Wish.


• Resistance cannot be reasoned with. It understands one thing. Power.


• The more important a call or action towards our soul's evolution,k the more Resistance we wil feel towards pursuing it.


• We feed Resistance by our fear of it.


• The greatest danger is Resistance knows when the finish line is in site and it will throw our one final assault.


• The Professional must counterattack.


• We are are wired tribally and we don't know how to be alone and free individuals cut free from familiar and comforting structures.


• Resistance takes on the form of drugs, shopping, TV, gossip, alcohol, drugs, and the consumption of all products containing alcohol, caffeine, chocolate, fat, salt and sugar.


• Imagine the reader as you are writing.


• We will likely never heal from pain. As the athlete does, learn to play hurt.


• We don't create from the part that needs healing, we create from something a lot deeper.


• Our personal life has nothing to do with work.


• Too much love towards your goal can be a bad thing. Too much love can make you choke. (Love can be a Value and an Unmet Need. )


• Understand delayed gratification. Give the stars time to align with your decision, keep yourself from flaming out in each individual work.


• Eliminate chaos in your environment.


• The Professional does not identify with their work. Your creativity and your work are something that God gave you. You are not your work.


• Madonna does not identify Madonna. Madonna employs Madonna.


• You must place trust in your Self rather than your Ego.


• Evolution has programmed us to feel fear in our guts. The tribe enforced obedience by the threat of expulsion. Fear of Rejection is in our cells! Fear of public scrutiny.


• Your creative center cannot be buried.


• Maintain your sovereignty over the moment. (Be present.) Focus on what you have to do, right here, right now.


• Hire professionals, like accountants, agents, editors and lawyers and treat them with respect.


• Continue to reinvent yourself.


• Power derives from our fear of it. It is a bully and will back down. Don't feed fear by giving it a face and label.


• Work every day and it will magnify your work. Ideas will follow.


• The ultimate source of creativity is devine and it will come to our aid.


• Have an attitude of egolessness and service.


• Be open to the inspiration of The Muse.


• When one commits themselves then providence does too.


• Angels work for God. It is their job to wake us up.


• Learn that things you think are nothing, as weightless as air, are actual powerful substantial forces, as real and as solid as earth.


• The self wishes to create. The go wants to keep things just the way they are.


• The ego hates the self because when we put our consciousness in the self, the ego is out of business.


• The ego is afraid we will succeed.


• The self is not alone.


• If we were born to overthrow ignorance, it is our job to realize it and get down to business.


• Choose the territorial versus the hierarchical approach.


• Do the work for its own sake.


• Write from your own heart, your territory, versus serving the hierarchal masses.


• What do I feel growing inside me? Bring it forth.


• We have the right to labor, not the fruits.


• Do our work for its own sake, not for attention or applause.


• Do the work as an offering to God.


• We are servants of the mystery.


• Bring into existence that which is not yet, but which will be.


• The artist is the servant of that intention, those angels, that Muse.


• They know that they are not the source of the creations that they bring into being.

Leading Advisor Business Development

Like many financial advisors, we are very busy at this time of year which for us is compounded by:

• We have twice the business that we had in September 2006.
• We have done very little speaking from June - August. Since the end of August to October 3rd, we will have completed 8 speaking presentations in London, Toronto, Las Vegas, Edmonton, Vancouver, Gatineau, Kitchener and Winnipeg.
• We are refining our business brand, logo, graphics and message to coincide with the graphics for our book cover. The progress on the book is creeping along. I am at the stage where I am integrating content from past articles into the draft story line. Once finished, I will hand it over to an editor. This work may have to go on hold until I clear the client and speaking work that is on my plate at the moment. Why not just quit the speaking for a while? Momentum is a wonderful thing and one doesn't know how lucky they are that they have it until they have lost it.
• At the same time, the more I speak, the more I verbalize my book. My close business associates, colleagues, and coaches tell me this is the year to really lay down my thoughts and speaking. Next year will be the year to write. Oh well, it is always great to be ahead of yourself.
• Here is the draft of The New Company Logo for Leading Advisor.

• Here is the draft of The Clear Values Program™ Logo. The Clear Values Program™ is a program that works in conjunction with the book title: The Unmet Needs Disease™.

• The three arrows represent Values, Positive Beliefs and Positive Feelings.

Another new development is we are doing more and more custom coaching with our clients because our clients are Removing The Roadblocks To Their Success and evolving into taking action in the other 9 areas of the Leading Advisor Coaching Program™ that include:

1. Removing Your Roadblocks to Your Success
2. Create a Vision for the future
3. Develop a Business Plan made of Sharp Strategies and Robust Systems
4. Implement Excellent Financial Controls
5. Recruit and lead a Championship Support Team
6. Refine your Marketing and Sales Skills
7. Own a Unique Brand in an Affluent Niche
8. Focus on Specialized Products
9. Become the Recognized Expert for your Clients
10. Deliver Amazing Customer Service

Thank you for sharing your time.



Simon Reilly
The Financial Advisor Coach
sreilly@leadingadvisor.com
1 877 248 6019