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Would you be willing to make the investment
in a Guaranteed,
Proven, Scientific and Sustainable System to give you
the answers to all of the following questions?
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Are you finding it impossible to find the time and the know-how to create a new Vision for your business? |
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Do you find that your days are consumed with Unprofitable Activities, clients & products and you are struggling to break free? |
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Do you want to Switch to Wealthy Clients and you just don�t know how? |
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Do you want to Reduce Your Profit Mix to The Most Profitable? |
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Are you thinking about how to Carve Out a Niche Market or Two? |
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Do want to Attract and Hire a Crack Support Team? |
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Develop an Internet Niche Marketing System |
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Are you struggling with how to Switch From Free to Fee? |
All of the above noted issues were commented on as the Biggest Challenges that Advisors are Facing Today at the Advisor's Forum Conference in Toronto, December 8 & 9, 2004 by Key Note Speakers: John Bowen of CEG Worldwide and Jim Rogers of Rogers Group Financial.
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If you had a Vision that focused you on:
- Attracting and Working with Wealthy Clients
- The Most Profitable Profit Mix
- A Niche Market or Two
- Working with a Crack Support Team
- An Internet Niche Marketing System
�What difference would it make?
Simple Right?
Shift your practice from Free to Fee, Switch to Wealthy Clients, Reduce Your Profit Mix to The Most Profitable and Carve Out a Niche Market or Two and Attract and Hire a Crack Support Team and Develop an Internet Niche Marketing System � Simple Right?
So why is it that most Advisors are having trouble doing this? So why is it so challenging to shift from being a salesperson to an advisor?
31 Smart Strategies That Make A Winning
Advisor
Start "Being" An Advisor Versus "Doing" Sales
I attended the Advisor�s Forum Conference in Toronto in December of 2004, the following comments really caught my attention from some of the best speakers at the conference.
The following is a summary of points from the Advisor�s Forum Conference in Toronto in December of 2004 with some of my own perspective comparing:
The Salesperson |
The Advisor |
| 1. Lives in the past and criticizes the future. | 1. Lives in the present and looks forward to the future |
| 2.Believes that the challenges that they are facing are so big that they may not make it. | 2. Believes that the future has so much opportunity that they cannot miss. |
| 3. Gets pumped up to sell. | 3. Feels inspired and motivated by how many lives they make better, sale or not. |
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During the Advisor's Forum Conference in Toronto, December 8 & 9, 2004, Jim Rogers of Rogers Group Financial also said:
"Most Advisors are Addicted to Selling"
Why are most Advisors Addicted to Selling?
What prevents Advisors from:
- Switching to Wealthy Clients?
- Reducing Your Profit Mix to The Most Profitable?
- Carving Out a Niche Market or Two?
- Attracting and Hiring a Crack Support Team?
- Developing an Internet Niche Marketing System?
- Shifting their practice from Free to Fee?
Addiction to Selling will likely result in the following�
- Operating without a vision or business plan
- Fearing change
- Having to get pumped up to sell
- Working without the necessary staff
- Selling too many products
- Overselling
- Making too many promises that they fail to deliver on
- Doing too many favors
- Feeling unacknowledged for the work that they are doing
- Having conflict with management, staff and clients
- Keep hiring the wrong people
- Having poor customer service
- Failing to create strategic alliances
- Failing to ask for referrals
- Having no succession plan
"35% of Canadian Advisors are still operating without a written business plan. - The Advisor�s Guide to Building Business Volume 3 Published by TD Mutual Funds."
Why are most Advisors Addicted to Selling?
The definition of Motivation in Webster�s Dictionary; Motive � the sense of need, desire and fear. Based upon this definition, some sources of motivation can be dysfunctional and that is why it can be so addictive.
Do you want to be motivated by need, desire and fear or your values? Values are the only form of functional inspiration, versus motivation. Values are something that naturally pulls you forward without a lot of effort.
Inspiration fulfills you from the inside out versus motivation tries to fulfill you from the outside in. It is impossible to be fulfilled from the outside in and this is why you can feel empty even though you appear to have reached a goal.
Most people, without being aware of it, are motivated from the outside in.
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I am sure that you have heard this Definition of Insanity�
"Doing the same thing over and over again and expecting a different result".
Here is a new Definition of Insanity...
"Using the same Values & Behaviors over and over again and expecting a different result."
Research shows that your chance of failure is over 90%
The Change or Die magazine title blazed off the cover of Fast Company Magazine, May 2005, Issue 95.
The article is written from a medical perspective and goes onto saying that whether you are trying to make changes in either your personal or business lives your chance of failure is over 90%.
What is staggering is:
- 90% of people two years after coronary-artery
bypass grafting have not changed their lifestyle and I�ll leave it
to your imagination to determine the end result.
- About 600,000 people have bypasses and 1.3 million heart patients have angioplasties every year in the United States at a total cost of around $30 billion consuming 80% of the health-care budget.
So, why is change so hard?
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Here are some Insights about our Guaranteed, Proven, Scientific and Sustainable System that will to give you the answers to all of your questions?
Our Scientific Approach to Coaching is based upon Values & Behaviors
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puts the thought in your mind to impel you to take action towards
your goals. Through our research we have identified the Six Key "Values"
of today's most successful Advisors.
- "Behaviors" is the method "How" a person
carries out that action.
- Most people in business are not aware of the Values & Behaviors that are required to be successful in today's business world. They may not fully understand the source of what Motivates them. Therefore, they may have inconsistent "Behaviors" in taking action towards their goals. At the end of the day they experience conflict, inconsistency, lack of motivation and even worse, unfulfilled business and personal lives.
In their desire to:
- Build & Lead A More Compelling Vision
- Build A Strategic Plan For The Future
- Set Bigger and Better Goals
- Lack Of Direction
- Micro Managing
- Too Many Balls In The Air
- Too Many Demanding & Unprofitable Clients
- Wasted Energy & Time
- Make Better Decisions
- Create More Commitment & Involvement In The Company
- Developing More Accountability & Performance
- Increasing Sales Targets
- Assertively Responding to Larger Opportunities
- Increase Profitability
- Feel More Fulfilled & Happy
Are you ready to receive your Personalized Values & Behaviors Assessment and Values & Behaviors 1 hour Telephone Assessment Debriefing Session with Simon Reilly?
"I started working with Simon over 9 years ago with a mandate to double my income and provide me with more time for myself and my family, and to enable me to work on my business versus always having to work in it. I met and exceeded the mandate within the first year and have forged ahead to build a Financial Services Practice with a strong team of specialists that provide Critical Illness, Group Insurance, Life Insurance and Money Management.
Nelson Deslippe - CFP, CLU, C.H.F.C
nelson @ integral-financial.com
Integral Financial Services Inc.
Vancouver, Canada
www.integral-financial.com
You will receive your On-Line Assessments Intake Forms to enable you to complete Your Personalized Values & Behaviors
37 Page Values & Behaviors Assessments.
Your On-Line Assessment Intake Forms can be completed in 15 � 30 minutes and you will receive your Personalized Assessments within 3 minutes of the completion of your Assessment Intake Forms.
We will call or e-mail you to schedule a convenient time to schedule a 1 hour Telephone Assessment Debriefing Session with Simon Reilly.
During Your 1 Hour Telephone Assessment Debriefing Session, Simon will:
- Identify Your Strengths and the Areas that You Need to Strengthen.
- Identify Specific areas where Your Values & Behaviors are out of balance and were you unconscious sabotaging yourself.
- Learn specific Coaching, Communication, Management and Motivational strategies for yourself and for members of your team.
We look forward to speaking with you about your specific needs.
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Personalized Values
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