Attention Management Financial Advisor Speaking Testimonial
December 10, 2009 by Simon · Leave a Comment
“Our Advocis Ottawa members told me that you are a wonderful speaker and provide excellent content. You give a straight-talk in your Magnify Your Practice Management With Attention Management presentation with no B.S. and tell it the way it is.”
John Saikaley – Desjardins Financial Security
Advocis Ottawa Program Chair (2009)
Ottawa, ON
Pay Attention To Compliance, It Isn’t Going To Go Away
November 26, 2009 by Simon · Leave a Comment
While preparing for last week’s Compliance & The Elimination Of Rogue Behaviours financial advisor speaking presentation for Advocis Ottawa, I came to me that Compliance isn’t the issue.
The issue is we are being fuelled by The Culture Of Fear that we have been hammered with in this new millennium from questionable wars, oil shortages, the environment, the economy through to the fear of a pandemic and possible inflation on the horizon.
In the middle of all of this is the rogue behaviours of a few financial advisors have been overselling questionable products with excess commissions to unqualified clients.
Compliance is not going to go away so learn to pay Attention.
Pay Attention to Attention Management so that your valuable time and energy isn’t sucked away majoring in minor things.
Pay Attention to building the following components of your business to include a big vision to add value to those you serve which in turn will yield a bigger income that will fund the team and the systems that you need to remain compliant.
- Values, Positive Feelings, Positive Beliefs
- Vision
- Business / Marketing Plan
- Budget Cash Flow
- Goals
- Hiring & Delegation
- Customer Service
- Product Focus
- Relationship Management
- Time Management
- More Profit
- Attention Management –> Quitting
To remain Compliant you have to Quit the Routine that is killing you and pay more Attention to Compliance.
Advocis Thompson Okanagan
November 19, 2009 by Simon · Leave a Comment
Testimonials from Advocis Thompson Okanagan – Kelowna, BC – November 6, 2009
“Simon has very good ideas for insurance sales and referrals. He offered excellent questions to ask clients for referrals and how they feel about me.”
Jerry Reiber, Independent
“I didn’t expect to learn about the manageable and simple paradigm shift that is fundamental to success.”
Don Pugit, Sun Life Financial
“I was reminded that I needed Attention Management more so than time management. I was surprised at the discussion of feelings alongside values. I really liked the targets.”
Robert J. Klassen, Independent
“Simon’s referral presentation was the best I have ever heard. Great presentation.“
Wayne R. Olafson, Olafson Financial Services
Attention Management Mash Up
November 3, 2009 by Simon · Leave a Comment
A Déjà Vu moment on Sunday night at The Delta Hotel in Kitchener which is where I holed myself up on a weekend in 2007 to work on my book. The weekend in 2007 was a lay over after finishing a financial advisor speaking presentation and waiting to do another financial advisor speaking presentation the following week.
I am vowing to stay off of “bread sandwiches” on this road trip. Bread sandwiches lurk in airports and they seem to be 95% bread. To this end, I ordered a vegetarian meal on Sunday night and again on Monday night because you know that they say; there are no fat old men.
So Monday’s Waterloo investment advisor speaking presentation is in the books and I’m in my hotel room in Toronto having completed the finishing touches for tomorrow’s financial advisor speaking presentation of The Plateauing Out Syndrome.
In the process of doing some research to prepare to create the outline for the new PowerPoint There Is Nothing New! – How To Use Old Ideas In “The New Normal” that I created for my financial advisor speaking presentation on Wednesday, I decided to create a Mash Up of the most interesting ideas that I could find on Attention Management.
Here is the best of the research that I came up with;
• Attention Management: 7 Tips to Use Your Attention Wisely
• J.O.B: It’s About Attention Management Not Time Management
• Quit And Become The Best In The World
• Time & Attention Presentation: “Who Moved My Brain?”
• Winners Always Quit Presentation
• “Zerstreutheit” and the Attention Management Cure
There Is Nothing New! – How To Use Old Ideas In “The New Normal”
• There’s nothing new out there – except the internet
• All the old ideas about time management and personal effectiveness
• All the old ideas about business development
• All the old ideas about marketing and selling …
Are Still Great Ideas!!
But how do you adapt them to the 21st Century, real-time news and information, instant global communication, the rise of “FREE”?
In this session, Simon will reminded you of or help you to re-learn the good old basics like Time Management that was fathered by Alec MacKenzie’s “The Time Trap”, 30 years ago before technology was invented. Since then, the landscape of Time Management has changed with the advent of the Blackberry, iPhone, Mac and PC. Join Simon Reilly to learn How To Use Old Ideas In “The New Normal” and Breakthrough “The Time Trap”.
4 Over 5 With 4 Traveling 8000
November 2, 2009 by Simon · Leave a Comment
The start of this trip brings a good omen … a miraculous complimentary upgrade to Executive Class on Air Canada … setting the stage for an abundant trip.
I started writing this blog on Saturday morning. I am cleaning up and packing up my home office and setting up my road office ( equipment and files ) so that I can go out on the road leaving Sunday @ 6am and returning Friday @ 8pm. All this after a marathon of creating two new financial advisor speaking presentation PowerPoints … thank you Laura and Tiffany.
Simon, be careful what you wish for!
I have another one of these trips coming up the week of November 16th with back to back financial advisor speaking presentations in Sudbury, Ottawa and Thunder Bay.
This week brings 4 financial advisor speaking presentations / investment advisor speaking presentations in Waterloo, Toronto x 2 and Kelowna over 5 days with 4 separate financial advisor speaking presentation / investment advisor speaking presentation titles travelling 8000 kilometers to do it.
A Niche Within A Niche? – Noting that I’ve been invited to speak on behalf of an investment advisor firm on Monday in Waterloo, the first investment advisor speaking presentation that I have done … to my amazement … in about ten years. I’m interested in seeing the age of the investment advisor demographic compared to the average age of the financial advisor demographic which is 58 years old and growing one year older every year going forward. This means that in 7 years, the average age of the financial advisor niche will be 65 years old. I’ve been thinking that even though we have invested a lot in the financial advisor niche, it is time to branch out into a younger niche. I am fighting the belief that it may foolish to try to inspire someone at 58 … then again, look at Coronel Saunders of KFC fame, it didn’t get going until he was 65.
Whatever the niche, whether it be financial advisor coaching / financial advisor speaking or investment advisor coaching / investment advisor speaking, we have a lot to offer as our speaking titles library is abundant;
1. 7 Actions To Meet & Exceed Your Goals For 2010
2. 31 Secrets To Success
3. Breakthrough The Plateauing Out Syndrome
4. Build A Championship Team
5. Clear Your Roadblocks
6. Curing The Unmet Needs Disease
7. How To Thrive On A Recession
8. Magnify Your Practice Management With Attention Management
9. The Compassionate Advisor
10. The Six Degrees Of Life Insurance Connection
Sunday, November 01, 2009 – 10:25am PT
I’m about an hour and a half into my Air Canada Executive Class 
flight to Toronto and taking this opportunity to focus my attention on the projects that I want to do for the week using my flight and hotel time this week;
• Fine tune the following PowerPoints and practice the delivery;
1. Breakthrough The Plateauing Out Syndrome
2. Clear Your Roadblocks
3. Magnify Your Practice Management With Attention Management – I’ve changed the title of There Is Nothing New! – How To Use Old Ideas In “The New Normal” to Magnify Your Practice Management With Attention Management
4. The Six Degrees Of Life Insurance Connection
• Locate a video light kit for the digital video camera
• Complete the writing of the program, marketing and web site for the upgrade of The Clear Your Roadblocks One Day Workshop and Coaching GYM
• Add value to clients by sending them additional exclusive Articles, Assignments, Audios, E-Books, Forms, Scripts, Templates, Tools, Worksheets
• Client & Prospect E-mails
• Create a Script for when I visit Tradeshow booths; I am thinking along the lines of asking the people manning the booth for the person`s contact info that is in charge of speaking decisions as I would like to send them a manuscript for The Plateauing Out Syndrome
• Write Blogs and Tweets for the week in one sitting. Speaking of Twitter, click this link to my Twitter Page or you can click these links to my last two weeks of; Twitters for Week of November 18 and Twitters for Week of November 25. I am seeing a unique value in Tweeting as the ideas get posted into one spot that I can share immediately and I could eventually assemble them into an article or book. Note that I said Tweeting ideas and not “I just scratched myself”. I could do this on my computer without Twitter but there is a lot less inspiration.
• Tweet on Attention Management
• Article – What Can I Do To Practice Happiness
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Dates for 2012 TBA - stay tuned!
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Now Reading
Planned books:
- Prayer for Owen Meany by John Irving
- The Book Of Air And Shadows: A Novel by Michael Gruber
Current books:
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Onward: How Starbucks Fought for Its Life without Losing Its Soul by Howard Schultz, Joanne Gordon
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Paulo Coelho: A Warrior’s Life: The Authorized Biography by Fernando Morais
Recent books:
- The Cellist of Sarajevo by Steven Galloway
- The Angel’s Game by Carlos Ruiz Zafon
- Shadow Of The Wind by Carlos Zafon
- The Outlander by Gil Adamson
- The Book Of Negroes by Lawrence Hill
