Million Dollar Round Table Plateauing Out Syndrome
September 22, 2009 by Simon · Leave a Comment
Some members of The Million Dollar Road Table reference the concept of The Plateauing Out Syndrome. The Plateauing Out Syndrome is what MDRT members experience when they hit a glass ceiling, lose the inspiration that they had for the business and begin to become Emotionally Retired at the same time. Click here to read; Are You Emotionally Retired? Curing The Unmet Needs Disease will eliminate The Plateauing Out Syndrome.
Advocis Financial Advisor Speaking Appreciation
September 21, 2009 by Simon · Leave a Comment
Many thanks to Karin O’Reilly and Laura Stanton from Advocis North Bay , Ontario for the gift of “The Dream” by Andrew Lorimer of Northern Exposures Photography.
I speak to Advocis Chapters for no-fee and a gift to remember the beauty and the charm of the people from the area is always appreciated.
Click Northern Exposure Photography to see more of Andrew Lorimer’s work.
Can’t Find You On Google, You Are Nobody
September 18, 2009 by Simon · Leave a Comment
“Anthony Morris” was the opening speaker at the Thursday, September 17th Advocis Kingston Chapter and yours truly was the closing speaker.
I took the opportunity to sit in on Anthony’ presentation and Anthony and his material are brilliant.
I’ve just started reading Six Pixels Of Separation by “Mitch Joel” and Mitch’s book is a “how to understand and get caught up with new media” like Blogging, Facebook, LinkedIn, MySpace and Twitter.
Many financial advisors and investment advisors think that all of this is a waste of time.
Anthony brought this to a head with this comment in today’s presentation;
When it comes time for your client’s children to make a decision if they want to work with you, if they can’t find you on Google, you are nobody.” – Anthony Morris
If Monday’s to Wednesday’s computer internet and software challenges were not enough this week, my laptop power cord packed it in during my speaking presentation so I had to make a trip to Future Shop on Thursday evening to pick up a new one or I would be out of business until returning home.
I’ve got Friday morning free for a trip to Starbucks in beautiful Kingston and then I’ll settle into creative work until 11am, then I have a few client calls and then I’m off to the airport to fly home.
Financial Advisor Speaking and Investment Advisor Speaking Sound Check
September 16, 2009 by Simon · Leave a Comment
An incredibly busy day on Tuesday, September 15th with client calls and e-mails … sitting on a plane all day Monday took its toll. While the coaching calls and e-mails all went well I have been challenged with computer software and internet connection challenges all day hence this test for the new wireless microphone in this clip.
I’m speaking at Advocis North Bay, Ontario on Wednesday, September 15th, investing a few hours of hotel office time and then flying to Kingston, Ontario where I will be speaking at Advocis Kingston on Thursday afternoon.
39 Blocked
September 14, 2009 by Simon · Leave a Comment
A car is picking me up for the airport and I will be traveling until 8pm ET today to North Bay, Ontario so e-mail will be returned on Tuesday.
Here is a picture of my Week At A Glance “Timanager” Action Planner for the week of September 13th – 20th that includes all of my travel, coaching, speaking, personal activities and time blocks for projects work that are listed below ( time blocks = X for travel time and hotel room time that can be used for project work ).
One can go from “I have too much to do” and “I have no time” to “look at all the time that I have this week on the road to complete creative projects!!!”
I’m on the road this week to speak at Advocis North Bay, Ontario and Advocis Kingston, Ontario on Wednesday and Thursday. I’m flying Monday to acclimatize to ET and flying home on Friday afternoon.
Aside from the speaking and a few client calls this week, because it is a telephone coaching off week, I have 39 Hours of Block Time that I can invest in the following creative projects;
Projects
- Speaking PowerPoint Upgrade & Prep
- Speaking Camera Dry Run
- Optimism Research
- Market The Clear Your Roadblocks Coaching GYM
- Film Speaking Presentations For Show Reel Footage
- Schedule Appointments With Speaking COIs
- E-Mail To Invite Participants To The Clear Your Roadblocks Coaching GYM
- Follow Up MDRT Vancouver 2010
- Associate To The Sales Goals That We Wish To Attract
- Sales Page For The Leading Advisor Clear Your Roadblocks Workshop & GYM
- Sales Page For One On One Coaching & The Clear Your Roadblocks Coaching GYM
- Article On “Free”
- Upgrade The Leading Advisor Clear Your Roadblocks Private Web Site for participants of The
- Clear Your Roadblocks Coaching GYM
- Order Camtasia
- Work With Kim Black On Marketing & Web
- Mind Map Facebook, LinkedIn, MySpace and Twitter And Upgrade Same
- Reflect On Marketing & Sales Training For Laura
- Decide On IFB Fall Speaking
Routine
- Client E-Mails
- Team E-Mails
- Blog
- Give Thanks
Every Day Is A Presentation, Just Like The MDRT
August 21, 2009 by Simon · Leave a Comment
I just reflecting that whether I’m coaching, speaking or writing, every one of these is a presentation in some way shape or form.
Coaching includes reading the notes from a previous conversation, Speaking can include an interview with the Advocis Chapter President or Advocis Program Chair in advance of speaking at an Advocis Chapter to find out what the audience wants to hear about and Writing can include writing out a description of a speaking presentation.
It’s 7:45am Thursday, August 20th and I’m sharing what I am doing to qualify to speak at the MDRT in Vancouver in June 2010.
There are many qualification steps to speak at the MDRT and I have been suggested as a potential speaker and this was created by way of a referral which had to pass through a committee to get to the place that I am in right now in the process.
The next steps include a telephone interview with The Program Committee Captain which is today at 1pm.
The interview is to discuss my interest, a discussion of my proposed presentation and to answer any question that I may have.
I have not spoken since June 17th so here are my notes to help me to get focused on the presentation that I would like to offer to the MDRT.
Clear Your Roadblocks
Tag Lines;
- Increase Your Referrals By 1000%
- Understand and Eliminate The Plateauing Out Syndrome
- Attract More High Net Worth Clients With Less Effort
Positioning Statements
- Most people do not know what their values are
- Values are what pull you forward, ignite your passion and your vision, plan and goals
- Many advisors have no written vision, business plan, marketing plan or goals
- Many advisors agree that asking for referrals is the best way to build their business
- A survey indicated that 10 – 15% of advisors actually ask for referrals
Why?
- Advisors and others suffer from The Unmet Needs Disease
- When one has Unmet Needs, they have Negative Beliefs and Negative Emotions
- The Unmet Need of approval is the Roadblock that prevents an advisor from asking for a referral and fuels Negative Beliefs like “the client may say no” or “I might make a mistake with the referral and I may lose the client as a result” and these in turn fuel Negative Emotions like anxiety and fear.
Values are like turtles, they only come out when it is safe. Unmet Needs not only fuel Negative Beliefs and Negative Emotions; Unmet Needs will eventually sabotage values, vision, plans and goals.
The Clear Your Roadblocks presentation helps advisors to understand and clear their Unmet Needs, Negative Beliefs and Negative Emotions and gives them the strategies to;
- Redefine their Values
- Create a Vision
- Set 90 Day Goals
- Maximize Time
- Empower Their Teams
- Delegate More
- Attract High Net Worth Clients
- Ask for and receive Referrals
- Create a Brand
- Focus on A Niche Market
- Receive Testimonials
- Increase Their Sales By 25%
- Ignite their Passion & Inspiration like never before
Well If You Had A Dream Like Mine
July 14, 2009 by Simon · Leave a Comment
Monday, July 14th at 1:40pm and powering through writing a PowerPoint and workbook for the workshop that I am delivering on July 16th and Bruce Cockburn’s “If You Had A Dream Like Mine” is on the radio.
Robert Gignac will be here at 6:30pm and Laura and I will take Robert for dinner. Robert is visiting us after speaking at a National Freedom 55 Event over the weekend in Victoria.
Robert has referred me to the decision makers for the MDRT event in Vancouver 2010 and the contact wants the following today ( Monday ) for a Tuesday meeting;
Dear _________,
I’m following up on Robert Gignac’s MDRT speaking referral.
Thank you for taking the time to consider me as a speaker for the MDRT.
Please find the answers to the following questions at the bottom of this e-mail.
1. Full name of person you are suggesting
2. Address
3. Email
4. Phone number
5. What is this person’s “claim to fame” the message for the audience.
I hope to have the opportunity to be of service.
Simon Reilly
5. Create Sustainable Success by Understanding The Plateauing Out Syndrome - Curing The Unmet Needs Disease
I’ve delivered the core of this message coast to coast across Canada to 12,000 financial advisors at over 100 financial advisor speaking presentations over the past 36 months and more notably at larger Advocis Chapters in Victoria, BC, Calgary, AB, Regina, SK, Saskatoon, SK, Ottawa, ON Toronto, ON, Moncton, NB and St. John’s NL. Click here for Speaking Testimonials.
Please note that I offer a pre-presentation interview to find out what the issues are that the audience is facing and create a customized presentation.
Finally, while I am more than pleased with our web site speaking folio and testimonials, the show reels on the web site are over a year and a half old, and do not do justice to the speaking testimonials and the quality of the speaking.
Create Sustainable Success by Understanding The Plateauing Out Syndrome - Curing The Unmet Needs Disease
No matter what milestone is championed, sooner or later, even the most successful financial advisor will get to a place where they say, “Is this all there is?”
While unmet needs like approval, recognition and safety propel the financial advisor to advanced levels of success, like the grain of sand that forms the irritant in the oyster that becomes the beautiful pearl in the end, the unmet need like the grain of sand is still irritating the financial advisor.
The unmet needs that propelled the success have not been met and deep down these incomplete unmet needs of approval, recognition and safety generate an array of limiting beliefs such as, “people don’t appreciate me”, and “this is not good enough”, and “there is something missing and I can’t put my finger on it” which are often compounded by negative emotions.
Trouble is, unmet needs cannot be met from outside things like; awards, money, possessions or relationships. Unmet needs must be met from within, and meeting these unmet needs are the cornerstone of discovering ones’ values which are the true foundation of ones’ success.
The challenge, values are like turtles, they only come out when it is safe and unmet needs will dominate a persons values until they are met.
When values are realized one is fulfilled from within by delivering their values to all whom they serve, not because they need it.
My speaking presentation shows the audience the steps on how to cure their unmet needs and re-associate to the values, positive beliefs and positive feelings that will inspire them to go forward.
|
|
Latest Tweets
Tell A Friend About This Page
-
