In This Issue 

• Free Teleclasses

Free Teleclasses to get your questions answered and to receive information about the Leading Advisor Coaching Program and the January 2007 Retreat

• Private Client Retreat Development & Delivery Blogs

Play by Play Blogs that I wrote while I Developed & Delivered the Private Client Retreat that we completed on June 25^th – 27^th

• January 2007 Retreat

You know how some people who run their own businesses know that they need to take the time out to plan the future, but never seem to find that time or, if they do, they don’t know “where to start?”

• We Are Coaching Our Client's Families & Friends

"I didn't know you did that!" As an example, you may not know that we have been invited to coach our client’s family on their Career Decisions and …

• Welcome New Readers Your Passwords Are Here
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  Personal Reflections

• The Early Signs Of The End Of Baby Boomer Heaven

Enjoy the read.

Choose The Date That Works Best For You - space is limited!

Tuesday, 1pm Pacific  /  4pm Eastern, July 11^th, 2006

Tuesday, 1pm Pacific  /  4pm Eastern, July 18^th, 2006

Our Free Teleclasses are offered to get your questions answered and receive information about the Leading Advisor Coaching Program and the January 2007 Retreat and to answer your questions about how to grow your business to the next level.  I will share the secrets and proven business models of successful Professionals and Business Owners to help you get what you want out of your business to create 'More Profit & More Time'.

I will cover the components that are required to build a step-by-step plan that will get you there quickly, clearly define success for yourself, and get you where you want to be once and for all so that you can systematically deal with the following;

• No Vision For The Future

• Expectations Are Set Too Low

• Lack Of Direction

• Micro Managing

• Too Many Balls In The Air

• High Stress, Too Many Surprises

• Trying To Fix The Wrong Problem

• You Can't Keep Pace

• The Team Is In Conflict

• Too Many Demanding & Unprofitable Clients

• Missing New Opportunities

• Wasted Energy & Time

• Burnout
   

The following Blog entries are offered to provide my clients and prospective clients with an opportunity to get to know me and my business while offering  Play By Play Blog Titles of the Development & Delivery of the Private Client Retreat that we completed on June 25^th – 27th;

June 29, 2006 – Retreat Response

 

Now that is a Retreat Room with a View! I thought it fitting to take this shot just after we completed the set up of the Retreat Facilitation Room on Sunday Night.

Here is the response that we received from the Retreat.

 

It was all great. Looking forward to working on the material further, when we get home. The clarity and direction in your material is great, and I understand now, the importance of fulfilling my unmet needs.

 

Empowerment. It gave me, it showed me parts of my behavior and who I am, that I didn’t realize that I had. You’ve explained how I can adapt my behavior to be more effective within my position, and how to relate to our clients a lot better.

 

Understanding my behavior and realizing that my ‘natural style’ is what I should be. I understand what I need to work on to work more effectively with my team members, and how this will help our interaction and enhance the business.

 

Concise presentation, but direct at the heart of situations within our organization – strength and recognition of certain individuals.

 

What I received from the presentation that I didn’t expect was the Direction in relationship to the Roles Exercise. Establishment and preparation of the Company’s Vision through everyone’s eyes.

 

What I liked best about the presentation was the confirmation of my Values.

 

Understanding my co-workers values and behaviors as well as my own and the opportunity to decide my future, and not let it be decided for me. For the most part, I bought into some of the ones and I didn’t expect to.

 

The location, Simon’s energy, and the team participation were fabulous. Simon worked at adapting the material as we went along to answer our questions and concerns about our business. I really appreciated the exercise we did on writing out our Vision. Because we were given the time within the workshop to actually write our Vision, I got it done – or at least I’m well on my way. I now have my own Vision for the business for the next three years.

• June 19, 2006 - But Alas, If I Were To Own These Cars Today, They Would Own Me!

• June 21, 2006 - 120 + Power Point Slides & Counting

• June 22, 2006 - Have You Heard The Expression …

• June 23, 2006 - There Are Very Few People In The World That Get To Do What They Love …

• June 26, 2006 - How Engaged Are You?

• June 27, 2006 - Retreat Treasure Hunters

• June 28, 2006 - Vision Without Action Is A Daydream, Action Without Vision Is A Nightmare

• June 29, 2006 - Retreat Response

 January 2007 Retreat

You know how some people who run their own businesses know that they need to take the time out to plan the future, but never seem to find that time or, if they do, they don’t know “where to start?”

Which means that they just show up day after day, year after year, working as hard as they can, but they never seem to make any progress? And their business is running them, versus them running their business? Does that sound familiar?

In fact, sometimes they even attend specialized workshops where they are shown what to do, but even then they still don’t find the time to do it?

Well in working with my clients, I’ve come to recognize this problem, and I am very excited to announce that we are presenting our first ever coaching “annual retreat” to help 20 individuals prepare and plan for the best start to a new year of business, that they have ever had.

The retreat will be held at, The Kingfisher Oceanside Resort and Spa from January 11^th – 15^th, 2007. This is Vancouver Island’s Premier Spa and Adventure Resort with awe inspiring views, gourmet cuisine, and the fabulous Oceanside Spa with the exclusive Pacific Mist Hydropath. The location is secluded and the scenery is awe inspiring and there will only be room for twenty individuals.

The benefits of which are…

• A facilitated business and personal planning retreat, working exclusively with Simon and Laura Reilly on creating and refining your 3 year vision for you and your business.
   
• Taking the materials we use in our first workshop, we will be working with you to answer the “3 year question” – “If we were meeting here, in January 2010 and looking back over the last 36 months, what would have to have happened both personally and professionally for us to be happy with our progress?”
   
• This will involve an examination of your key professional and personal goals together with a discussion of the key roles that each of you intends to fulfill during the period in question.
   
• We will translate that 3 year vision into a 12 month plan of action – followed by a further translation into 90 day goals.
   
• Our next step will be to create a Time Management Plan and Calendar for the Next 12 Months
   
• Our next step will be to create the Financial Controls and a 12-month Cash Flow Forecast leading to accurate and realistic pricing and activity projections
   
• Our next step is to “Breakthrough” all the limitations that have stopped you in the past and show you a system that will continue to Inspire you to meet and exceed your vision and goals.
   
• Please note that we will be continuing to refine the components of the retreat right up until January so we will keep you posted.
   
• The format will be suitable for any business.
   
• With training in the mornings, the afternoons are open to work on your own material with me being on hand to answer questions and provide you with additional assistance, then working dinners to discuss progress each day.
   
• Benefit to you – a focused period of planning with one of Canada’s leading business coaches on hand to guide you along the way.

No more than 20 people in attendance – travel to arrive Thursday evening, leave Monday morning.  

• The location is only 2 ½ hours from Vancouver by ferry via Horseshoe Bay including the drive time. Or you can fly from Vancouver Airport to Comox Airport, and we will arrange to have you picked up at the airport and driven to The Kingfisher Oceanside Resort and Spa.
   
• The environment is inspirational – we have researched our location carefully to ensure that the standard of accommodation is superb, whilst allowing you to “get away from it all” in comfort and in a location that is truly beautiful.

No interruptions – emergency contact with family and business – leave the “stuff” behind and work together on your future plans.

In fact, we are going to make sure that you have adequate time to spend “alone”, implementing the ideas we discuss and creating the finished product that you can take home on Monday.

Our suggested itinerary will be: 

• Thursday evening – Greetings, introductions and welcome dinner
   
• Friday morning – coaching on what has to be achieved and how to do it
   
• Friday afternoon – private time (with Simon on hand if you need him)
   
• Friday evening – informal working dinner
   
• Saturday morning – coaching on progress so far and questions
   
• Saturday afternoon – private time (with Simon on hand if you need him) / Spa Time
   
• Saturday evening – dinner at an outside location
   
• Sunday morning – coaching on progress so far and questions
   
• Sunday afternoon – private time (with Simon on hand if you need him) / Spa Time
   
• Sunday evening – working dinner and open discussion of results
   
• Monday morning – final session before departure

Full board and lodging provided – nothing for you to think about from when you arrive to when you leave.

Take a look around the web site for the location – it’s fabulous.

Daily activities – formal coaching, outdoor leisure, spa treatments, and more informal coaching in the evening.

• Be prepared to work hard and have fun at the same time.
   
• You may find yourself coaching at a dining table, having a massage, working out in the gym, or walking along the beach – whatever it takes to stimulate your mind and energize you about the future.

Amazing company – Simon Reilly “live and uncut”, Laura Reilly, PLUS you and 19 other people in business.

• Simon Reilly will be there to make sure all of your questions can be answered.
   
• Don’t underestimate the benefit of working with 19 other people in business who may have varied experiences that they can share with you.

Return with a clear 3-year vision, 12-month plan and 90-day goals.

• You will return home on Monday with “job done” and, no doubt, many ideas

This is a pilot retreat and we are keeping our prices low to reflect the help you will give us in putting future events together.

• Total investment is $2007 CN per person based on single occupancy to include accommodation and meals (all except alcohol, the Saturday night meal out, and any Spa Treatments you may experience).  You will be responsible for your travel costs.

** double occupancy – you may be able to share a room if you wish, providing we can find a
               suitable room mate.  The double occupancy rate is $1747 per person.

• Also includes 4 nights and three full working days with Simon Reilly
   
• Payment options:
   
• Early bird registration – Payment before December 1, 2006 in full = $1907 single / $1660 double (5% discount)
• Installment plan = 3 payments of $669 single on October 1, 2006, November 1, 2006 & December 2006
• Installment plan = 3 payments of $583 double on October 1, 2006, November 1, 2006 & December 2006
• Payment in full after December 2, 2006 = $2007 single / $1747 double

Join us for what we truly believe will be a transformation experience – if you would like to reserve a place or have any questions then please email lreilly@leadingadvisor.com

  We Are Coaching Our Client’s Family & Friends

“I didn’t know you did that!”

 As an example, you may not know that, on a number of occasions, we have been invited to coach our client’s family members on their Career Decisions.  Our client’s have also referred us to their Associates and Friends to work with them on both business and personal coaching.  While we don’t market ourselves outside of our niche of Financial Advisors, we are accepting referrals. We are able to offer Career Assessments, which are similar to the Values & Behaviors Assessments that all of our clients have experienced, but the Career Assessment will outline Careers and Areas of Strength where a candidate will be best suited which is helpful in short and long term career planning.

For more information, please contact Laura at lreilly@leaingadvisor.com

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I’m at press time so to speak and in the midst of a short week following a long weekend with the challenge of what to write about in this section.

Honestly, the challenge is not about what to write about, the challenge is that I have far too many articles that are in the final stages of completion and not quite ready.

So having said that, here are the articles that I have in progress to give you a heads up for what is in store for the August E-Newsletter;

• Are Unmet Needs Negatively Influencing The Vision, Purpose & Mission Of Your Business?
• CE Credits
• Get Your September In Gear / Get Your Practice In Gear
• One On One Intensives
• Affluenza & Salesfluenza

Enjoy your summer!