"Being" An Advisor  |  1st June 2006
 

Welcome to the "Being" An Advisor E-Newsletter.

  In This Issue -

  Personal Reflections

I can sum up my Personal Reflections Section by pointing you to some of the best Blog articles that I have published over the past 30 days. Click the following links and they will take you right through to the articles:

May 12, 2006 - Freud Returns

May 15, 2006 - Friendly Faces In The Audience Sure Make A Difference

May 17, 2006 - The Effect of our Values, Positive Beliefs and Feelings

May 19, 2006 - Who Not To Marry

May 22, 2006 - Hydro Therapy Reminder Of An Intention

May 26, 2006 - But I Am Not Referable

May 29, 2006 - My Assistant Is Running Me, I'm Not Running My Assistant

May 30, 2006 - A Play By Play Of An "Off Week" from Coaching Clients

Here are some quotes that I have crossed my path in the past 30 days;

“He who knows much about others may be learned, but he who understands himself is more intelligent. He who controls others may be powerful, but he who has mastered himself is mightier still.” -  Lao-Tzu

 

“We can’t let our ego deter us from our goal”.  – The Da Vinci Code

 

“Stop chasing the mice inside your skull.” – Avner, played by Eric Bana in the             film - Munich

 

“Every civilization finds it necessary to negotiate compromises with its own values.” – Golda Meir, played by Lynn Coehn in the film – Munich

The final Personal Reflection is a photo of one of our hanging baskets which is one of my off work pastimes.


Enjoy the read.



Simon Reilly
sreilly@leadingadvisor.com
1 877 248 6019


 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 11th – 15th, 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.

The Kingfisher Oceanside Resort & Spa
http://www.kingfisherspa.com/

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


 
Duncan Robinson's Presentation Brought Tears To Their Eyes


I’m taking the liberty to re-publish my May 11, 2006 Blog.

 

Today was a landmark day as Duncan Robinson & I offered a brand new presentation to the Vancouver audience at Pro-Seminars.

 

Part of the focus of the presentation offered that the Leading Advisor Coaching System can be used to eliminate the blocks that advisors face when trying to create a Vision, Brand, Niche and all the of the pieces in between.

 

While I am not sponsored by TD Mutual Funds I drew the audience’s attention to the TD Mutual Funds – The Advisors Guide To Business Building – Volume 4 which is all about Branding. The TD Mutual Funds Advisors Guides To Business Building are excellent. A chapter of the Volume 4 guide is entitled; What Is Your Storey?


“Storytelling is a primary means by which we convey what we do, especially in financial services where it's hard for purchasers and prospects to understand precisely what it is that you do and the value of what you do,”
says Harry Beckwith author of What Client’s Love.

 

The highlight of today’s presentation was a 7 minute memorial video of Duncan Robinson’s son Michael that included a 25 minute presentation on “What Is Your Storey” by Duncan Robinson.

 

You could have heard a pin drop and you could also hear grown men weeping as it was that powerful. Michael legacy has provided Duncan the conviction to do whatever it takes to make a difference in both the lives of others and his own life. Duncan received many acknowledgements and thanks for reaching out and touching the audience to remind them that their business is not about selling products and that it is about building relationships and making a difference.

 

It was great to hear from Tom Miller of Pro-Seminars that our combined presentation really added value to the day. Many thanks to Alex Nicholson of Pro-Seminars at the same time.

 

Here are the written testimonials that we received:

 

Your presentation today was very pointed, you tell it the way it is. The insights you share are enlightening, and I can relate what you are saying, to the struggles I am having within my business today.

 

Your message is clear and delivered with conviction; you are inspiring to listen to.

 

I get the feeling that you believe in your message, and you have compelled me to fill out your feedback form – something that I never do.

 

Listening to your presentation today, I have realized that I need to refocus the direction of my business. Thank you for the message!

 

Your presentation simply gets to the point.

 

You speak the truth and your honesty is so very refreshing. I’m really looking forward to reading your 12 Day E-Course.

 

Your theory behind Values & Unmet Needs is fascinating. In one short hour, you have outlined exactly what I am struggling with, it was like you were reading my mind. But the best part was, you have the answers.

 

Your energy is infectious.
 

 

Here is Duncan Robinson’s Model For Success

 

Click Here for Duncan Robinson's Web Site.

 

• Total Commitment & Conviction: have both commitment & conviction and strive to achieve your dream goals. If you visualize them you will achieve them. Decide to become more of that relationship person, decide what’s important to you & your legacy. Let the client see the persistence, patience, your heart, and do anything attitude…..


• Accountability, to yourself, your family, and your heart, lay out the plan and work an extra hour a day…


• Life Strategy, is it firmly locked into your mind, do you know what’s important. At the end of the day it will matter the difference you make in a person’s life.


• Exercise, your body & brain, and start a fitness program, make it a lifestyle decision, and stay committed to your plan. You’ll be amazed at the results.


• Mindful of Others, give to the community, in time, give as much as you can and expect nothing in return.


• Comfort Zone, get out of it, stretch your limitations, set lofty goals, for me it was breaking the 3:00:00 marathon. Now it’s achieving Top of the Table. Set your expectations higher than you can ask or imagine and watch the results. Life is a test and it is long…


• Reward Yourself: Holidays, self satisfaction, being the person you’d like to be, happy & content, and living life on purpose, with a purpose.


• Inspire 2 people each and every day.


• Put Passion into every thing you do.


• Poem, “God’s Lent Child”; this was passed onto me just after Michael died and now I share it with clients who have lost a child or a loved one.


• I’ve Learned there is nothing I’m able to do to change what’s happen, except change what I can into the future, that’s what I do now.


• Now Look around and discover the difference you can make each and every day, in the work we do and you’ll discover your gift. You all have gifts, embrace the gift and you’ll experience a changed person.

 

* GOD’S LENT CHILD*

 

“ I’ll lend you for a little while, a child of mine,
“ God said, “For you to love, the while he lives,
and mourn for when he ‘s dead”. It may be six
or seven years or forty- two or three; But will you, till
I call him back, take care of him for me ?

 

He’ll bring his charm to gladden you and
(should his stay be brief) you'll have his
lovely memories as solace for your grief.

 

I cannot promise he will stay, since all from
Earth must return. But there are
lessons taught below I want this child to learn.

 

I've looked the whole world over in my search
for teachers so true, and from the things that
crowd life's lane, I have chosen you.

 

Now, will you give him all your Love ?
Nor think the labor vain ? Nor hate me when I come
to take, this lent child back again ?

 

I fancied that I heard them say, “Dear Lord,
THY WILL BE DONE”.
For all the joys thy child will bring,
the risk of grief we'll run.

 

We will shelter him with tenderness, we'll love
him while we may and for the happiness
we've known, forever grateful stay.

 

But should thy angels call for him much sooner than
we've planned, we'll brave the bitter grief
that comes and try to understand.

 

(Author unknown)


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  You Know You Are In the Country When...

A final thought.  You know you are in the country when you can take a photo like this, right outside of your office window.

 

Copyright © 2006 all rights reserved.

Simon Reilly is a Business Coach serving Advisors & Business Owners in their desire to create more profit and more time.  His coaching programs are delivered by means of quarterly workshops, teleconference calls, email and telephone.

You are welcome to pass “Being" An Advisor along to your colleagues, as long as it is intact. The author of "Being" An Advisor is:  Simon Reilly.  Contact him at sreilly@leadingadvisor.com or at Leading Advisor, Suite 300 – 1055 West Hastings Street, Vancouver, British Columbia, Canada  V6E 2E9.  

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