Live Practice Visits ~ Jul – Dec 2009 Vision From 35,000 Feet & The Tarmac

June 18, 2009 by Simon · Leave a Comment

tarmac My 12 noon Tuesday, June 16th PT flight left on time from Comox, BC for Toronto via Calgary and it is now 5pm MT and my 4pm MT flight is leaving Calgary an hour late because the Calgary airport was shut down due to lightening.

We landed at 2:25 MT in Calgary and we sat on the tarmac for over an hour waiting for the lightening to pass.

Most people would see this as a problem and I see it as an opportunity to invest the time into the projects that I have been working on.

You have heard the Hebrew proverb; “Some people make things happen, some watch things happen, while others wonder what has happened”.

Chris Barrow shared his belief about this as it relates to this economy;

10% make things happen
80% watch things happen
10% wonder what happened

Having said this, 90% of financial advisors are sitting on the sidelines waiting for something to happen.

I’m committed to dealing with the 10% of financial advisors that make things happen.

So having said this, 10% of financial advisors will get better and 90% of financial advisors risk disappearing and I shudder to think about the clients that they deal with.

I had an idea from 35,000 feet to increase our value proposition by including one to two live on site one day practice visits per year and increase our fee along with the value proposition.

I’m already flying across Canada back and forth and it will be easy to stop and do live on site one day practice visits with a select few of my clients along the way.

The increased monthly fee for my clients will be no more than $300.00 per month.

The live on site one day practice visits would coincide with the live financial advisor speaking dates that I offer.

I’m looking forward to developing the above in the Objectives, Strategies and Actions for July – December 2009.

Come to think of it, the live on site one day practice visits have been happening off and on for years and I do them when I am asked for them.

It is time that I formalize them.

Its 4pm ET in Toronto on Wednesday and I have three West Coast clients to do coaching calls for, then a late dinner and then off to bed for an early morning meeting with a COI in advance of speaking at Advocis Toronto and then pack and off to the airport for a 3pm ET flight home.

Friday brings a full day of one on one tele-coaching and I’m on the road on Saturday to do a live on site three day practice visit in Kelowna, BC.

Filed under: Clear Your Roadblocks, Vision & Planning
Tagged: 2009 business plan, advisor training, business building, business coach, business plan, business skills, business strategy, Clear Your Roadblocks, Financial Advisor Assistant Hiring, Financial Advisor Business Coaching, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Hiring Coaching, financial advisor life insurance coaching, Financial Advisor Marketing, financial advisor speaker marketing, Financial Advisor Training, Financial Planner Coach, financial planner coaching, Financial Planner Training, how to achieve success, leadership, marketing plan development, marketing tips, professional development systems, professional growth, roadblocks to success, strategic planning, time management plan, vision business

Financial and Investment Advisor Training Materials

October 3, 2008 by Simon · 34 Comments

Financial and Investment Advisor Training Materials – Workshops, Hiring and Books

I’ve developed planning & team building workshops and systems to hire & retain the best advisors & assistants, plan your business and more.


	Values & Behaviors Team Building Workshop Leading Advisor has an outstanding Values & Behaviors Based Team Building Workshop that also integrates Communication, Customer Service, Management and Sales. We have successfully delivered our Team Building Workshop to the following fine companies; FM Financial, Global TV, Integral Financial, The News Group ( A member of the Jim Pattison Group of Companies ) and WorldLux. The one – day workshop includes: A needs analysis meeting prior to the workshop date customized to your requirements A 37 page Values & Behaviors Assessments for each of your attendees A review of all team members assessments with you in advance of the workshop to identify assessments where there are significant challenges One-Day “Values & Behaviors Based Team Building” workshop 2 – 3 1 hour telephone follow up/debriefing sessions 30/60/90 days after completion More Details…

	Advisor and Assistant Hiring Any job requires the correct values and behaviors. When a person reads your ad, they sometimes say that they can do the job and adapt their style and tell you what you want to hear … selling themselves and you if you are not careful … problem is some cannot sustain the act, the values and behaviors that they are adapting to and it all comes crashing down and then it becomes your fault that they can’t do the job… a fatal attraction – a hiring nightmare. Even if you check their references, the names that are offered seldom share specifics, We have hired many administrative assistants, marketing assistants and juniors advisors over the years for our clients, and we have benchmarked the values and behaviors that are required for each of the positions so that the qualified candidates that you finally short list, can then do a personal values and behaviors assessment. Then we say hire them, they are a 10 out of 10 hire them quick, or they are a 7 out of 10 and this is what you will have to do to coach them so that they can sustain the job, or they are a 3 dressed up as a 9 and they are only wasting your time. The fee for the values and behaviors assessments complete with a 20 minute telephone assessment debriefing with me is $400.00. Please contact Laura @ lreilly@leadingadvisor.com. The assessments will give you additional tools to communicate, manage and motivate the new employee. More Details…

	Curing the Unmet Needs Disease Book In Simon’s latest book you’ll discover the REAL reason why you are frustrated, stressed, and falling short of your financial goals. There is a cure for this disease, but you won’t find it in a motivational seminar or a workshop on closing techniques. Nor will you be able to cure it yourself by working harder or spending more time prospecting. It’s deeper than that. More Details… \| Order Now

	Breakthrough! – How To Breakthrough “The Plateauing Out Syndrome”! E-Book, PowerPoint and Audio Cd Have you managed to maintain the same levels of production through recent events? Are you struggling to figure out how to “grow” your business in real terms? “The Plateauing Out Syndrome” was coined by the members of The Million Dollar Round Table. With the advent of “The New Normal” contributing to clients taking longer and longer to make decisions, Breaking Through “The Plateau” seems more daunting than ever. For some, the pace of business isn’t what it used to be contributing to thoughts like, “is this all there is?”, and “what am I doing this for?”, and “what is the use?” “When there is understanding, there is no judgment. When there is judgment, there can be no understanding or inspiration”. Order Now