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Remove Your
Roadblocks | 1st October 2006
2445 Readers
Welcome to our October 1st
E-Newsletter
This issue includes:
Enjoy the read.

Simon Reilly
The Financial Advisor Coach
sreilly@leadingadvisor.com
1 877 248 6019
Your 2007 Annual Planning 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.
For more information click;
Your
2007 Annual Planning Retreat
Removing Your Roadblocks Financial Advisor Speaking Assignment Follow Up
Please note that the Removing Your Roadblocks To Your
Success PowerPoint is the core material for my future book and while
I can’t give you lock, stock and barrel for free I’ll do my absolute
best to provide you with on-going value through the following action
list.
Write a story that you can deliver that will make you
more personal and real that associate your listener / client to the
benefits and features of your products and services.
Click here to
Complete the Leading Advisor Survey
Answer the following questions;
-
How long have you been in business?
-
What is your specialty?
-
What got you into the business?
-
Why do you like it?
-
What don’t you like about it?
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What do you want more of? Why?
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What do you want less of? Why?
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What is the number one thing that is getting in
your way that you are really committed to doing something about?
-
What would be your evidence that you are creating
your results? How would you know that you are creating the
result?
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Want is it costing you in frustration, time,
energy and money not having the solution to this?
-
When is a good time for you to start working on
the results that you desire?
-
If you don’t make the change, what is it going to
cost you in the next five years?
-
If you were absolutely certain that there is a
person and a program that could absolutely guarantee that you
can achieve the results that you desire, you would take the
program, wouldn’t you?
Click here to answer;
Which Coping Mechanism Are You Using?
Schedule 8 hours of uninterrupted time and answer the
following; The 3-year question: “If we were meeting here in 3 years
time, and looking back over the previous 36 months, what would have
to have happened to you both personally and professionally for you
to be satisfied with your progress?”
You can’t get inspired? Write down all the
accomplishments and the way they make you feel from January 1, 2005
to date.
Re-read your “accomplishments and how they make you
feel from January 1, 2005 to date”. As you re-read the list circle
all of the inspiring verbs that are associated to your
accomplishments. These are words like; created, inspired,
accomplished, and explored. These are your Values.
Invest the time at the end of every day to give
thanks for the value that you are providing others and yourself.
Schedule your time using the
Focus, Buffer & Free Days Model from Dan Sullivan, The Strategic
Coach. Take it to the next level and schedule using
Focus, Buffer & Free Weeks.
-
What Are Your Beliefs About Time?
-
Are you saying? I don’t have enough time, there
is too much to do or I’ll, never get it all done
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Whatever you believe, you are right
-
“Thoughts are real forces” - John Kehoe, author
of Mind Power
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What if you were to adopt the belief of; I have
an abundance of time for anything that I am committed to doing!
In your Journal separate a page into two columns.
In the left hand column write down all the limiting
beliefs that you have about time.
In the right hand column write down all the positive
beliefs about time.
- e.g. “I have an abundance of time for
anything that I am committed to doing”
Use the following questions to ask for referrals;
- What do you like best?
- What do I do for you that you didn’t
expect?
- What can I do to improve my service?
- Who can you introduce me to that will
appreciate the same kind of products and services?
Who Is Coaching You?
Who do you have in your business that;
- Wants only the best for you
- Holds what you say in confidence
- Is non-judgmental
- Causes you to take the time that is
mandatory to work “on” your business versus “in” it
- Provides insight, inspiration, perspective
and new ideas
- Provides immediate solutions and action
plans
- Will give you tough love
- Will “call you” when you are not being
honest with yourself
- Holds you accountable and you take action
- Is fully trained and experienced on
removing your roadblocks to building a successful and
sustainable business
Criteria For Segmenting Your Clients Into "A"
Clients
Criteria For Segmenting Your Clients Into “A” Clients
Step 1 – Print out an alphabetical list of your
clients
Step 2 – Highlight the clients based upon the
following criteria
Step 3 – Outstanding Client Relationships
Outstanding Client Relationship means: You enjoy
doing business with the client and the client enjoys doing business
with you.
“Have” means that you currently have an outstanding
client relationship with and “Had” means that you have just lost
touch with the outstanding client relationship – for whatever
reason.
- You enjoy doing business with the client
and the client enjoys doing business with you
- You provide excellent customer service to
the client
- You look forward to meeting with and doing
business with the client
- The client trusts you and you are looking
after all or a substantial amount of the client’s business
- The client has a significant business
and/or family network
- The client fits within two to three
marketing niches that you have chosen to work with
Note that the above list does not include how
profitable the client is or the client’s net worth.
The reason that profit and net worth are not included
is that these are not going to matter in relationship to future
Referral Introductions, Testimonials and Sales if you don’t have an
outstanding relationship with the client.
Why Can't You Attract High Net Worth Clients?
Why Can’t You Attract High Net Worth Clients?
Are you what is holding yourself back from attracting
high net worth clients?
Like water, referrals find their own level.
This means that clients will refer you to either
equal or lesser levels of net worth. It is not the norm to receive
referrals to clients with a net worth that is higher.
It is not about the client that is giving you the
referral, it is about you.
Your level of receiving referrals to high net worth
clients is based upon your level of self esteem.
It is not about whether you “have” self esteem, it is
about your “level” of self esteem.
Based on my theory that; when you have unresolved
unmet needs, you will have limiting beliefs and limiting emotions,
here is an example of what holds you back from working with high net
worth clients.
- Unmet need; Worthiness
- Limiting beliefs; I am not good enough to
work with high net worth clients. I don’t know enough to work
with high net worth clients. I don’t have enough experience to
work with high net worth clients.
- Emotion; Anxiety, Fear
- Result; None. You get what you focus on.
7 Actions To Take Now To Meet And Exceed Your Goals
For 2007
7
Actions To Take Now To Meet An Exceed Your Goals For 2007
“Head Towards The
Finish Line Knowing That You Are Going To Win!”
- Vision
- Values
- Roles
- 90 Day Goals
- Measures
- Time Management
- Planning The Time To Plan
7 Actions To Take Now To Meet And Exceed Your Goals
For 2007 was presented live to Pro-Seminars in Las Vegas, NV on
September 12, 2006.
Click here to find out how to
Receive The Program PowerPoint & Workbook.
October
Teleclass Reminder
Are You Where You Want To Be This Fall?
We're down to the last three months left in the year. If
you're not where you thought you'd be or want to be, there's till
time to make 2006 a success.
With your success
in mind, here are a few questions to ask yourself;
- Are you ready to make the necessary
changes within yourself and your business?
- Are you ready to work with someone to meet
and exceed your goals?
To this end, join one
of our
Free Teleclasses this Fall, to learn more about how the
Leading Advisor Coaching Program can help make this last Quarter
your best ever, and prepare you for 2007.
Free Teleclasses
Sign Up Now by Selecting the Date
That Works Best For You
- space is limited -
Tuesday, 1pm PST / 4pm EST, October 24th, 2006
Tuesday, 1pm PST / 4pm EST, November 21st, 2006
Tuesday, 1pm PDT / 4pm EDT, December 12th, 2006
Contact Laura at
lreilly@leadingadevisor.com
to register
Our Free
Teleclasses are offered to get your questions answered and receive
information about the Leading Advisor Coaching Program and to answer your questions about how to grow
your business to the next level and to help you get what you want
out of your business to create 'More Profit & More Time'.
|
Why Is The Teleclass Free?
We received the
following question about our Leading Advisor Free Teleclass.
Do these free classes not run contrary to part of
your message to advisors? Cheers, ___________
Hi _________,
I’m assuming that you are asking “why the teleclass
is free”? Is that right?
Our teleclass is one in a series of offerings in our
marketing funnel to create value that consists of;
- 12 Day E-Course
- Articles
- Blog
- E-Newsletter
- Public Speaking
- Teleclass
- Web Site
We believe in the notion of that clients will buy
from us when they know us, get value, trust us, like us and when
they are ready.
At the same time, marketing is process of elimination
and there are some that will like us and some that will not so we
give prospective clients every opportunity to understand the kind of
work that we do.
To offer an example … there are those times when the
phone rings and we hear;
“I’ve been reading your e-newsletter for a year and I
am ready to work with you”
“I saw you speak 7 years ago and I am ready to work
with you”
Thanks for your question and I trust my answer was
satisfactory.
Simon
We will be truly
providing Financial Advisor Public Speaking Presentations from Coast
To Coast by the end of this 17 Public Speaking Presentation 90 Day
Run that we will have delivered September – November.
This Canadian
Thanksgiving Weekend marks the halfway point;
- August 22, 2006 – London, ON
- August 23, 2006 – Toronto, ON
- September, 12, 2006 – Las Vegas, NV 1 of
2
- September, 12, 2006 – Las Vegas, NV 2 of 2
- September 18, 2006 – Edmonton, AB
- September 20, 2006 – Vancouver, BC
- September 25, 2006 – Grande Prairie, AB
- October 3, 2006 – Kitchener, ON
- October 4, 2006 – Winnipeg, MB
- October 18, 2006 – Toronto, ON
- October 31, 2006 – Ottawa, ON
- November 2, 2006 – Toronto, ON
- November 14, 2006 – Brandon, MB
- November 17, 2006 – Moncton, NB
- November 20, 2006 – Vancouver, BC
- November 22, 2006 – Victoria, BC
- November 27, 2006 – London, ON
Speaking Testimonials & Speaking Testimonials – Advocis,
Grande Prairie, AB
Speaking Testimonials
“Out of all of the presenters, you were the one with
the strongest presence and the best voice projection. You did an
excellent job of projecting your enthusiasm so that the crowd was
able to share and mirror your enthusiasm.”
Michael Boyling
Vice President/Director
Rogers Associate Financial Partners Inc.
O/A The Rogers Insurance Services Group
360-2608 Granville Street
Vancouver, BC V6H 3H8
604-734-9103
"Removing Your Mental Road Blocks To High
Productivity", provides a very interesting viewpoint providing
advisors with a way to reevaluate and re-inspire themselves for
their business. Simons' presentations skills are excellent, and he
provides a way for advisors to open their minds to a new way of
thinking about their business."
Graham Calder
President
Advocis Central Vancouver Island
Regional Manager
Freedom 55 Financial
Nanaimo, BC
graham.calder @ freedom55financial.com
250-753-9955 ext. 522
Speaking Testimonials – Advocis, Grande Prairie, AB
“Your material is so relevant to our industry. Relevant and thought
provoking.”
“You spoke about many of the things that I need to work on in my
business. Your presentation was great, I really needed to hear your
message.”
“You clarified how my moving my business ahead is going to require a
‘new’ approach.”
“Good information and I’m looking forward to getting the additional
information from you, and I will apply it to my business. You showed
me how to look at my problems with my business from a different
angle.”
“Your insight as to how to inspire myself was very helpful. I want
to become inspired about my business again.”
“The cycle of motivation and how fear dominates us, and how unmet
needs dominate values and how this affects my business was very
interesting.”
“You are very inspiring.”
“Brought very important ideas forward, and your presentation is a
great reminder of what I can do in my business.”
“It’s all about my belief system. I must review my list of values on
a consistent basis as they have possibly changed over the years.”
Happy Work Anniversary Baby! How Do You And Laura Work Together?
Happy Work Anniversary Baby!
It will be 3 years ago the week of September 24th
that Laura and I started working together.
Laura thank you for your love, support, experience,
wisdom, knowledge, intelligence, common sense, level headedness,
persistence and courage.
They say that it is not always easy to wake up
unemployed every morning and go out and make something of the day.
It is great to have the opportunity to be able to
celebrate the wins of our clients along with the many new wins that
we are experiencing through our marketing efforts.
This brings me to a brand new PowerPoint slide that I
have inserted into the “Removing Your Roadblocks” Presentation.
How Do You And Laura Work Together?
Simple. We know what are individual unmet needs are,
we know how to meet them, we know how to clear limiting beliefs and
limiting emotions that occur as a result of these unmet needs. We
don’t blame ourselves or each other.
“The only reason
that people have conflict with anything in their business or
personal lives is because they do not understand how to
meet their unmet needs and values and the unmet needs and values of
others.”
Said another way, grow up and stop allowing your
dysfunctional ego mind from trying to get your unmet needs met from
your spouse and then blaming them for not meeting your unmet needs
that are unconscious that you are unlikely unaware of.
I Bought A New Convertible!
The past 6 weeks while traveling on many flights have
created the time to write six to seven hand written articles that
have not been type set into my computer. This has become the
catalyst for me to invest in a Gateway Convertible Notebook PC.
The Convertible Notebook PC will allow me to work
almost anywhere handwriting articles directly on the tablet and then
converting the handwriting into type set articles with the touch of
a button.
For pics you can go to this Blog;
http://www.leadingadvisor.com/blog/archives/2006/10/i_bought_a_new.html
Giving
Thanks & Forgiveness
Someone once said to me that “forgiveness reminds us
of the energy that was present when we were created”.
To take this another step then this would hold true
that “forgiveness reminds us of the energy that was present when an
idea was created”.
In yesterday’s Blog I wrote that the best way to set
goals is to first stop and give thanks for what you have already
created this year or over the past year in the case of setting goals
from January 1st forward.
So on the eve of publishing our brand new web site,
September e-newsletter, chapter one of my book and a whole lot more
and after countless hours of focus, dedication and stretching then
one could forget all the rest of the wonderful things that are going
on in both their business and personal lives.
Having said all of this, forgive me for forgetting
that;
- Laura and I have an excellent life
together
- We are loved by our families and friends
- We live in a nurturing environment
- Our health is excellent
- Our clients create breakthroughs in both
their business and personal lives using our products and
services
- Our clients are well taken care of and we
go the extra mile to provide excellent service often times
beyond the call of duty
- Our clients provide us with quality
referrals
- We have an excellent reputation and are
acknowledged as being the best in our field
- We have years of experience and it shows
- We have a long term vision to speak, coach
and write on an international scale
- Our business systems are getting better
and better
- Our computer systems are in excellent
shape
- Our business is financially rewarding
- Our marketing plan will excel to a whole
new level with the completion of the web site upgrade
- Our speaking presentations and power
points are fabulous and are very well received
- We are constantly improving our products
- We have an abundant amount of sales and
speaking opportunities to associations, companies and
conferences
- We have an excellent support team helping
us with business management, financial management, computer
technology and internet marketing
- We are traveling throughout North America
delivering our speaking message and throughout the world via the
web.
- Our web site and blog are absolutely
outstanding.
- My book is well underway now and we our in
conversation with a world class agent
- By the end of September we will have close
to 2500 E-Newsletter readers
- We are on the verge of the tipping point
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 “Remove Your Roadblocks" along to your colleagues,
as long as it is intact. The author of "Remove Your
Roadblocks" 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.
For administrative matters and for information on our coaching
programs and other products and services, contact Laura
Reilly, Program & Operations Manager lreilly@leadingadvisor.com. Tel: 250-248-6012 / 877-248-6012
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