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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?

  • What do you want more of? Why?

  • What do you want less of? Why?

  • 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?

  • 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

  • Whatever you believe, you are right

  • “Thoughts are real forces” - John Kehoe, author of Mind Power

  • 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.

  • e.g. “I don’t have enough 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.

  1. You enjoy doing business with the client and the client enjoys doing business with you
  2. You provide excellent customer service to the client
  3. You look forward to meeting with and doing business with the client
  4. The client trusts you and you are looking after all or a substantial amount of the client’s business
  5. The client has a significant business and/or family network
  6. 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!”
 

  1. Vision
  2. Values
  3. Roles
  4. 90 Day Goals
  5. Measures
  6. Time Management
  7. 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
 

 Simon Reilly Financial Advisor Public Speaking Dates

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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