Welcome to the May 2008 edition of Removing Your Roadblocks To Success.

This edition of my Removing Your Roadblocks E-Newsletter is loaded with personal and professional development ideas and I hope some of them rub off on you to take action in both your personal and business lives. No matter what the outside conditions seem to be, the age old expression comes to mind, “if it is going to be, it is up to me”.

Completing the first draft of my book and hiring an editor for ‘The Cure For The Unmet Needs Disease’ and creating a brand new Power Point called How To Thrive In A Recession for a May 27th Toronto Presentation for The Independent Financial Brokers Summit, are the reasons why this May E-Newsletter is just coming in under deadline.

We are so blessed that our business is bursting with client success and new business opportunities abound. I attribute this to daily practice and giving thanks. Taking massive action and giving thanks along the way as we have been going flat out with few days off over the past month.

“We must become the change we want to see” - Mahatma Gandhi

“When you are finished changing you are finished” - Benjamin Franklin

“Not everything that is faced can be changed. But nothing can be changed until it is faced” - James Arthur Baldwin

“Change starts when someone sees the next step” - William Dalton

I have found our working relationship to be of exceptional quality and I would not be where I am today without your coaching expertise. I have grown at an unbelievable rate in the past two years and know that it is because of your program to remove roadblocks and to build my practice based on my values. I feel refreshed and alive and wanting to excel in my practice to a degree that I cannot express into words. You have given me the courage to expand and to believe in myself when things were very difficult and I could very easily have thrown in the towel so to speak. I have valued my relationship with you and will be happy to speak with potential clients on your behalf.

I wish you both God’s blessings and that you have great growth and success in your business. I hope that you have the opportunity to share your expertise with many advisors, so that the industry is a better place because of your influence.

Tracy Valgardsson Enns, CFP, FDS, EPC
tracyv @ sasktel.net
Partners In Planning / Athabasca Financial
Moose Jaw, SK

Enjoy the read.

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

This edition of the E-Newsletter Includes:

• Are You Really Interested in Your Success?
• Four Percent of the Audience - April 30, 2008
• How to Thrive in a Recession
• How's Business? - April 28, 2008
• Maintaining a Steady Stream of Consciousness - May 23, 2008
• Pay for Their Gas
• Removing Your Roadblocks to Campaign - May 14, 2008
• Signing Off The Proposal With Testimonials - May 22, 2008
• Stop Your Motor Running - May 24, 2008
• The Cure For The Unmet Needs Disease Introduction - May 15, 2008
• We Hired An Editor :) - May 13, 2008

Are You Really Interested in Your Success?

This is a segment of an e-mail that I send to prospective clients after they tell me that they have to think about it.

In follow up to what I have been thinking about …

This e-mail addresses when we should begin our work together.

This e-mail also serves as a follow up to our conversation at the same time.

During your time on the phone we discussed that you want to remain clear that you are in the right business, and that you want to over come the roadblocks that you have in respect to prospecting, marketing and cold calling.

Remember I was talking about the concept of unmet needs and if you have an unmet need of safety, you will likely have limiting beliefs and limiting emotions.

The grandfather of this work is Abraham Maslow.

Maslow came up with the unmet needs concept and I have added to it with the, “you will likely have limiting beliefs and limiting emotions”.

So if one has an unmet need of safety writes Maslow, then one will have “a fear of knowing” so the subconscious mind keeps a person;

• Working harder and harder with the same techniques hoping and hoping that someday that they will get over cold calling to no avail
• Feeling frustrated with their business and prospecting because of unresolved issues and remedying the issues with work only to have the issues blow up in the future

If one is busy then they can continue to medicate and they don't get to the bottom of why one feels like they do.

The “fear of knowing” segues into the “fear of doing” because how much do we want to do if knowing pulls us out of the safety zone and we are right back where we started?

When there is understanding there is no fear.

I’m looking forward to the opportunity to work with you.

Simon

Four Percent of the Audience - April 30, 2008

Whenever I speak I always hand out a feedback form that invites the members of the audience to subscribe to our free e-newsletter and / or to contact me for a telephone appointment to discuss making changes to their business.

We received loads of requests for our free e-newsletter from when I spoke at the Calgary Independent Financial Brokers Summit last Thursday, April 24th.

I had an epiphany to send the following e-mail to the e-newsletter subscribers asking them if they are one of the 4% that checks off that they want to be contacted for a telephone appointment to discuss making changes to their business.

It should come as no surprise that we had a couple of replies and it’s always a great idea to send a reminder!

Hello Jane,

Thank you for your request for a Free Removing Your Roadblocks E-Newsletter Subscription and for the opportunity to present Removing Your Roadblocks at the Calgary Independent Financial Brokers Summit on Thursday, April 24, 2008.

I am just wondering are you one of the 4% of the audience that always “Check Off”;

___ Yes! Please contact me. I am ready to make changes to my business.

The reason I ask is you might be and I am inviting you again to have a conversation with me to help you to make sustainable changes to your business.

You went the extra mile and requested a Free E-Newsletter Subscription and I just thought that I would invite you again to have a conversation.

If you would like to have a conversation, please e-mail me back and Laura will schedule a convenient time with you.

Laura will be sending you an e-mail to get you started with your Free Removing Your Roadblocks E-Newsletter Subscription.

Thank you for the opportunity to be of service.

Simon Reilly

Please Note - I am reducing the Blogging to once or twice a week unless I really have something I want to say. Time to reduce my energy and time investment into a number of different areas to create energy and time for marketing paid corporate speaking presentations and writing my book.

May attraction to continue to flow!

How to Thrive in a Recession

The following points are my draft notes for my 'How To Thrive In A Recession Presentation' and are live and uncut as they still need to be edited. Rather than delay them I have decided to go ahead and publish them in this edition of the e-newsletter.

I wish to thank Horsesmouth, Profit Magazine, Seth Godin, The Breathe Business School and The Harvard Business School for the ideas and inspiration for the following points.

Again, these are working notes and forgive them for they are not 100% complete.

How To Thrive In A Recession is about becoming a Master In Communication, Customer Service, Marketing & Practice;

Communication

• do your research, say here is what I believe, do not hum and ha
• be the one to call your clients before they get worked up enough to call you
• educate your clients - facts on economy, the markets and how they relate to their long term plans
• remind clients that we are in it for the long term - remind them the market can be like playing with a yoyo walking uphill, even though the yoyo is going up and down, the market goes up over time
• give clients a long term view - business invest, consumers spend, put gas in cars, life still goes on, trillions of inheritance will come into the market, 60 is the new 40, many baby boomers will not retire thus creating an economy unto itself, the green economy is just getting started
• don't contradict the facts
• given recessions last 18 months at the outside, this makes a short window to get back in
• stay in contact, you have a strategy, you may stumble, but you are still in the game
• role play in advance and stay in contact with tough clients
• listen, don't be defensive
• practice non-violent communication by Dr. Marshall Rosenberg;
  • when you are hearing bad news about the economy
  • you are feeling afraid, nervous and worried
  • because you believe that your investment plan isn't working
  • and you would like me to review the principals that your plan is based on
• be available on the phone and one-mail response to situations - you can cut and paste your response - the main thing is do your research
• keep your clients up to date
• tell your story about your business plan
• learn more about your clients' business / have a different conversation
• do an needs analysis on your own business and do a needs analysis on your client's business - add value
• focus on what you can do

Major in Customer Service

Create A Concierge Service

• stop being a vanilla financial advisor be a vanilla fudge financial advisor
• today's baby boom client wants the special concierge service with an upgrade, leg room and a lounge and they are willing to pay with customer loyalty, they want the sale to be an experience
• look at what retailers are doing; buy two books and get the third one free, buy half the couch and we will give you the other half free, buy now and we will give you a reduction in gas prices
• of course you can't discount life insurance and investments but you can uncommoditize and create a concierge experience
• ask how can I make dealing with me as a financial advisor more attractive?
• take a page out of a UK BMW dealer - owners keep getting gifts that include a satchel filled with car cleaning material - the dealerships mission is to sell 3 cars over 15 years to the same customer
• make your free concierge service scarce and available to clients with $250,000 - $5,000,000 in assets, raise the fee for C clients - create space for new clients that align with your vision
  

Concierge Ideas

• auto detail gift certificate
• book or dvd of the quarter
• call in day
• Chapters card
• client appreciation or hockey night
• client area on your web site
• direct line to concierge assistant
• favorite wine
• flowers on their wife's birthday
• leather binder for their statements
• necktie or scarf from an apparel store
• pay for their gas
• personalized e-newsletter
• remember their favorite beverage
• special cell phone number - forward old cell number to your office, only the concierge get though, others will go away because they are not invited
• Starbucks or Tim Horton's gift certificate
• subscription for their favorite magazine
• teeth cleaning and whitening
• will
• network with other services - accountants, beauticians, clubs, dentists, hotels, lawyers, nip & tuck doctors, photographers, spas,
  

Marketing

• ask for referrals - removing your roadblocks to referrals in tomorrow's presentation
• before you leave the office right down 5 should calls from your list
• be the captain and provide a vision
• be yourself - marketing is the process of elimination - if you don't like your presentation, then you will not like you as a financial advisor and get over it
• clients want an advisor that knows how to take care of business, demonstrate by example
• create a client journey - if you don' know what that is, do some research
• create an elevator speech
• create marketing letters
• documented that increasing advertising in a recession works and consistent advertorial articles in regional publications are affective
• focus on family values vs. adventure and extreme sports
• hang out with like minded individuals - not bmws
• have the best reputation, tell people how good you are, ask for testimonials
• increase prospecting by 10 fold, for some that is one call
• leverage your efforts
• professionalize answering the phone, business cards and letterhead
• prospect and understand that you can attract clients away from advisors who are afraid and panicking, lure clients away from advisors that took too much risk and it may be time to talk to DIY
• provide plans on a flat plasma tv, don't give your plans away to unqualified clients
• stay in touch with new permission marketing versus interruption marketing; blogs, booklets via transcribed presentations from MP3 recordings, e-newsletter and web site
• take a sales course
  

Major in Marketing

Marketing - Plan

1. get that people don't care unless you care
2. choose a topic or niche
3. take a course on the subject
4. use course material to write blog, newsletter and presentation
5. create an elevator speech
6. practice speaking presentation
7. purchase a list
8. direct mail letter and articles asking for an appointment
9. mp3 appointments / presentations
10. receive testimonials
11. create an ad
12. market presentation to associations and public
13. exhibit at trade shows
    

Major in Practice

• add value without expectation
• ask who do I need to become to attract new business
• arrive 10 minutes early for your appointments
• believe you can stay positive
• communicate confidence is high
• create an alternative activity list to watching tv
• create reserve
• exercise
• focus on today
• focus on what you can control; communication, marketing, niche, service and your vision
• get proactive
• get that the future is bright if you decide it is
• improve service and focus on relationship
• inventory strengths
• learn something that challenges you and that is new, learn to speak
• make a list of all of your opportunities and ask the next step
• meditate and pray
• notice watch your team is doing well and acknowledge them
• keep a gratitude journal
• listen to beautiful music
• recognize activity not results and results will
• say please and thank you
• watch inspirational dvds
• write all your positive beliefs
• eliminate tolerations, clean up office
• glance at headlines and not the whole newspaper
• listen to two min news bite
• stop simulating yours self with high intensity movies and negative tv
• stay away from bmws

How's Business? - April 28, 2008

If someone were to ask me How's Business I would say that we are;

• Down 30% from the unsustainable number of clients that we had at the same time last year / into the summer of last year - this suits me fine as I want to create a false winter and quiet time to complete my book and market speaking to paid corporate speaking presentations
• Down 35% from the unsustainable number of association speaking presentations - this suits me fine as I want to create a false winter and quiet time to complete my book and market speaking to paid corporate speaking presentations
• Up 300% on paid corporate speaking presentations - these are coming in by word of mouth, you could call it attraction
• Up 200% on assisting clients with conflict resolution and hiring projects
• Up 400% on one on one live client planning days
• Up 300% on working with clients that I worked with 5 - 10 years ago that stopped for a time and are now back working with me again for one reason or another

If someone were to ask me How's Business I would say that we are about the same. :-)

Just one thing has changed - Less effort.

Please Note - I am reducing the Blogging to once or twice a week unless I really have something I want to say. Time to reduce my energy and time investment into a number of different areas to create energy and time for marketing paid corporate speaking presentations and writing my book.

May attraction to continue to flow!

Maintaining a Steady Stream of Consciousness - May 23, 2008

look after the hanging baskets

and work in the garden

It's 1:30pm on Thursday and I'm now into 4 days of working on the How To Thrive In A Recession Powerpoint and I'm striving to complete it my noon Friday so that I can get half of Friday off along with Saturday because I am on a plane of Sunday to Toronto to meet with clients on Monday and then speak on Tuesday and Wednesday.

As much as I'm blown away by the positive energy that I am receiving from all of the research and assembly for the Powerpoint on the How To Thrive In A Recession, I am noticing my energy is starting to fluctuate.

Once I stood back and looked at my calendar to understand where all of my energy is going, it all made sense and my energy came right back … a form of giving thanks I suppose.

• Week of April 28th - Coaching Week
• Week of May 5th - Book Writing Week
• Week of May 12th - Coaching Week
• Week of May 19th - How To Thrive In A Recession Powerpoint Week

I took a look at the next two weeks to pay attention to the big commitments that I have so that I stay conscious of taking care of my energy along the way.

• Week of May 26th - Speaking At IFB in Toronto and Coaching Week
• Week of June 2nd - Work Book Writing Week

What is cool about all of this is here are the accomplishments that we have created in the last little while;

• Maintaining a steady steam of positive consciousness
• Our planning meetings and review are going extremely well
• Tax returns completed and tax paid
• Sales targets are being made well in advance of deadlines
• A full practice of coaching clients
• Loads of testimonials are coming in
• Prospect calls with new clients scheduled
• The opportunity to speak on behalf of Canada Life, IFB and Pro-Seminars
• Removing Your Roadblocks Audio / Power Point DVD completed
• Removing Your Roadblocks Booklet going to the printer
• Removing Your Roadblocks Book draft completed and editor hired
• Removing Your Roadblocks Show Reel Two Camera Shoot Completed ready for Show Reel Production
• Removing Your Roadblocks To Referrals Drafted
• Removing Your Roadblocks To Hiring Drafted

So how do you maintain a main a steady stream of positive consciousness?

• Meditate
• Journal
• Give thanks along the way
• Work in the garden and look after the hanging baskets
• Cycle and enjoy the ride - just watch out for the trees - I was pedaling in top gear on Wednesday and brushed against a tree to avoid a group of runners that were running three abreast along the trail

3:30pm - I've finished the opening segment of the Powerpoint and I am going to go for a cycle to clear my head and keep my cardio in shape as I have to have a lot of energy to deliver the speaking next week.

Pay for Their Gas

Dear ______________________,

Thank you for the opportunity to be of service over the years as your financial advisor.

It is time that we got together for Your Financial Plan Review and I am going to take the liberty to have my assistant call you to schedule a convenient time so that we can meet in our office.

The benefit for you is to help you to understand market timing. While some believe that the USA is headed for a recession, some believe that the USA is already in a recession and that the time to get back into the market at low prices is short given that a recession lasts 18 months at the outside. The time to be looking at opportunities is now.

I’m asking for your understanding in my request for you to come into the office for a couple of reasons.

One reason is that I am sure you have noticed an employment shortage with help wanted signs everywhere as you look in restaurants and retail. Well the same thing has happened in financial services and with the shortage of financial advisors, I must invest the time that I have in the office.

The other reason that I would like you to come into the office is that financial services is becoming more and more technical and working with you in the office allows me to use the in office resources and systems and have them at my finger tips to provide you with the best service.

And finally, I invite you to our office located at _____________________ to demonstrate that we are making a contribution to provide better and better service in our area.

As a thank you for taking the time to travel, please find enclosed a Pre-Paid Gas Card to pay for your trip.

Again, my assistant will be calling you to schedule a convenient appointment.

Best regards,

________________

Removing Your Roadblocks to Campaign - May 14, 2008

Simon clearly has a lot of enthusiasm and passion for what he does and he shares this through his presentation style. His Removing Your Roadblocks Presentation is loaded with a lot of information on increasing your business and wets your appetite for more. Simon’s presentation was part of our Spring 2008 Campaign Kick Off and one of our financial advisors commented “it was the best campaign kick off that we have ever had”.

Graham Calder
Director, Business Development
London Life/Freedom 55
Nanaimo, BC

Get Your Campaign In Gear

You Are Doing Well And On Your Way Through A Successful Campaign?

 Can you answer yes to the above question?
 If you can’t, look at the following Attributes and Questions to drive your business to the next level.

You Have Many Or All Of The Following Attributes And You;

 Plan your plan and work your plan
 Decisive and highly focused
 Great at building relationships
 Handle many tasks
 Love to talk with your clients and follow through with great service
 Quickly assess your client’s needs
 Attentive to detail and cross the T’s and dot the I’s
 Rapidly re-prioritize and delegate quickly
 Easily complete your tasks within the scheduled time that you have allotted
 Know that you are on track

Ask Yourself These Questions;

 What Are The Good Things That Cause Your Results To Happen?
 What Are Good Things That You Are Doing That Are Getting You Your Results?
 If You Could Add One More Good Thing To What You Are Already Doing Well, What Would It Be?

If You Knew Success Were Certain And You Could Do One More Thing To Sustain Your Success During The Day Would You …

 Wake up early before your alarm knowing that your day is planned and ready to go
 Begin your day and week by calling your best “A” clients
 To stay on track, every 15 minutes ask yourself, “Is what I am doing right now moving towards my intended goal and action within this time slot?”

If You Knew Success Were Certain And You Could Do One More Thing To Sustain Your Success At The End Of Each Day Would You …

Write Down The Answers To The Following Questions In Your Journal;

 What do you like about what you do?
 What do you consider to be your top 5 achievements for the day?
 Why are they significant?
 What further progress could you make in this direction?

Make a list of everything you want to do for the next day and schedule the most important tasks including;

 Meditation/prayer
 Exercise
 Review Your “A” Client List, Ask “How can I serve?”
 Call “A” Clients and Prospects and Ask For Personal Introductions
 Face To Face Meetings

Plan Your Day;

 Prioritize your list into A’s, B’s & C’s
 Ask what B’s & C’s can be done after your goals are met?
 Delegate all that you can
 Schedule the most important things using a 24/7 week at a glance calendar
 Do Administrative Items in a single time block
 Do Delegation in a single time block

Ask Your Best “A” Clients That You Have A Strong Relationship With And That Have A Large Network;

 I am looking for ways to improve my service to best serve my clients.
 To find ways to design my business around people like you, I would really like your help and input.
 What do you like best about the work that we do together?
 What could I do to improve the way I work with you?
 Who do you know that would appreciate the same kind of service that you could introduce me to?

Signing Off The Proposal With Testimonials - May 22, 2008

Whew! I’ll have to think twice about offering to do a new PowerPoint Presentation as I’m 3 ½ days into creating How To Thrive In A Recession and I hope that I’ll have the research and draft created so that I can start building the PowerPoint on Thursday morning.

At the same time there is an old saying; “what you practice in private, you will be rewarded in public”.

Wednesday was a day of appointments with clients and prospects and it was sure nice to be able to sign off the proposals with the following one and two line testimonials that we edited down to use in my book.

"Out of all of the coaches that I have worked with, you are the only one that gets it and I received an incredible amount of value in a short period of time."

Brad Gustafson
Partner
Richardson Partners Financial
Calgary, AB

"Another business coach may have worked with me through the business plan only to have the issues continue to interfere with the plan. Simon’s Removing Your Roadblocks Program allowed me to hit the nail right on the head."

Donald Daggett
Associate Investment Advisor
CIBC Wood Gundy
Windsor, ON

"I have found our working relationship to be of exceptional quality and I would not be where I am today without your coaching expertise."

Tracy Valgardsson Enns, CFP, FDS, EPC
Partners In Planning / Athabasca Financial
Moose Jaw, SK

"Your values based approach has provided me with a number of tangible benefits and has given me a solid foundation to accelerate the growth and success of DBS. Your services exceeded my expectations."

Paul Ghezzi, CA
Founder
DBS Private Client Group Inc.
Markham, ON

"You were absolutely right. I do feel more clear, confident, and more fulfilled - that everything is getting easier. I look forward to our next call."

Edna Keep
Assante Financial Management Ltd.
Regina, SK

"Thank you Simon for all your help over the last few months. What you have is a very rare and special gift."

Chris Morris
Morris Financial Services Ltd.
Calgary, Alberta

"Leading Advisor's hiring system is very professional and it provided me with everything that I expected and allowed me to eliminate a lot of the detail work saving me a lot of time and energy."

Andrew Leitch
Canaccord Capital Corporation
Campbell River, BC

"From the moment Simon was introduced to our conference I simply knew that he was the one who would coach me to awaken the energy within myself to advance my practice and my life to where I have always felt it should be."

Philip Hauser, CFPP
Sterling Mutual Funds Inc.
London, Ontario

“I would like to thank you for the help you have already provided. That one realization is worth the price of the whole program. I look forward to the next steps.”

Grant McPhail
Rice Financial Group
Brandon, MB

Stop Your Motor Running - May 24, 2008

Time to have serious fun with my blog!

I was sitting in the Starbucks drivethrough line up and even over the radio waves of Steppenwolf’s 70’s Anthem, Born To Be Wild; I noticed the soul in front of me shut their engine off while waiting for their coffee … so I shut mine off and I guess that is my first step to action to shut off my motor if I am going to be sitting longer than a minute.

I wonder which one of Arby’s, Burger King, MacDonald’s, Starbuck's and Tim Horton’s; will close down their drivethoughs to save the environment … either that or improve the service to eliminate the lineups ... either that or develop the Magic Carpet Ride, to heck with Hydrogen Cars … or just park and walk in the restaurant!

Here’s my take on the first verse of; Steppenwolf’s 70’s Anthem, Born To Be Wild;

Stop your motor runnin’
When you are sitting in the drive through
Lookin’ for your latte
And whatever burger comes your way
Yeah Darlin' go make it happen
Take the world in a love embrace
Fire off your car ignition while waiting
So the atmosphere doesn’t explode into space

Like a true nature's child
We were born, born to be wild
We can climb so high
I never wanna die

Born to be wild
Born to be wild

“We must become the change we want to see” - Mahatma Gandhi

“When you are finished changing you are finished” - Benjamin Franklin

“Not everything that is faced can be changed. But nothing can be changed until it is faced” - James Arthur Baldwin

“Change starts when someone sees the next step” - William Dalton

The Cure For The Unmet Needs Disease Introduction - May 15, 2008

After completing the draft of the book, I just wrote a draft introduction that will have to be edited down.

At the end of it all, it is much more compelling than our Web Site Main Page.

Introduction

You are an established and successful Financial Advisor...

Yet, are you facing Roadblocks struggling to get to the next level or bouncing against the following barriers that you cannot break through?

• Have you lost the inspiration for your business?
• Do you fail to write down your vision and goals?
• Are you just coping just to get through each day?
• Are you afraid of change?
• Are you leading your business or are you taking a back seat?
• Do you lack focus and are you easily distracted?
• Do you lack the interest in your business to invest in business education?
• Are you worried that your clients are going to leave?
• Are you always worried about where the next sale is going to come from?
• Do you sometimes stretch the rules to the point where you could damage the relationship that you have with your client or your company?
• Are you operating your business without a budget and are you afraid that your are not making enough money?
• Are you trying to do everything yourself failing to hire an assistant delegating what you are not good at?
• Do you fail to keep in touch with your best clients because you are too busy?
• Do you do way too many favors and you don't feel appreciated?
• Are you selling way too many products and are you a master of none of them?
• Do your most unproductive clients take up 80% of your time?
• Are you afraid to ask for referrals?
• Would you like to attract more high net worth clients?
• Do you have a succession plan in place for your business?
• Are you too worried about the future?
• Are you constantly fighting with members of your team, your clients and your family?
• Do you beat yourself up?
• Are you failing to reach your true potential?
• Are you overwhelmed?

…which means that you are working long hours, have no time to relax, and are disillusioned by business systems that are not working and by a lack of enthusiasm for your business.
Is This You?

We Hired An Editor :) - May 13, 2008

I’m pleased to say that we have hired Linda Dessau of You Talk, I’ll Write to be the editor for my book The Unmet Needs Disease.

One of benefits of hiring a coach is the coach, in this case the editor, has a bigger vision that you do.

Here is the timeline that Linda has created for us;

• By Friday, May 16 - Simon to submit all source materials to Linda (including the PowerPoint presentation slides, and any articles that are referred to
• By Friday, May 23 - Simon to submit draft of Introduction
• By Wednesday, May 28 - Simon to submit draft of Acknowledgements
• By Friday, June 6 - Simon to submit draft of workbook questions/assignments for all chapters
• By Friday, June 13 - Linda to submit edits of first four chapters
• By Thursday, June 19 - Simon to review edits of first four chapters, accept or reject all changes, and address any requests for additional content or clarification
• By Friday, June 27 - Linda to submit edits of last three chapters
• By Friday, July 4 - Simon to review edits of last three chapters, accept or reject all changes, and address any requests for additional content or clarification
• By Friday, July 11 - Linda to submit 2nd draft edits of entire book
• By Friday, July 18 - Simon to review final draft and request any changes
• By Wednesday, July 23 - Linda to complete 3rd draft edits (if necessary) and complete two separate proofreads

Thank you for sharing your time.



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