October 30, 2009 by Simon · Leave a Comment
Continued from Trick or Treat for UNICEF – Part 4
These stories will set the stage and connect you with;
Action Step 4 – Review your Story, Values, Positive Feelings and write down the Positive Beliefs that your actions were based on.
• I am dedicated
• I have conviction
• I create results for anything that I am committed to doing
As you can see, I started with “ I “ beliefs and I will revisit this with beliefs about; business, clients, health, people, knowledge, money, opportunity, family, friends, products, sales, speaking, spirit, strength, systems, talent, team and writing
From here this lays a strong foundation for;
Action Step 5 – Review your Story, Values, Positive Feelings and Positive Beliefs and Identify Your Strengths and Talents.
Action Step 6 – Review your Story, Values, Positive Feelings and Positive Beliefs and Identify Your Strengths and Talents and from this picture of yourself, from this place of what you are saying to yourself and from this feeling … Imagine that it is December 31, 2010, as you look at all areas of your business and personal lives, ask yourself;
• What did you accomplish?
• What goals did you set and achieve?
• What made you happy?
The Clear Your Roadblocks One Day Workshop – coming in January 2010
Action Step 1 – Write a Story, with as much detail as you can about when you were challenged and about how you did whatever it took to succeed.
Action Step 2 – Review the following list of Values and write down the Values that your actions were based on.
Action Step 3 – Review the following list of Positive Feelings and write down the Positive Feelings that your actions were based on.
Action Step 4 – Review your Story, Values, Positive Feelings and write down the Positive Beliefs that your actions were based on.
Action Step 5 – Review your Story, Values, Positive Feelings and Positive Beliefs and Identify Your Strengths and Talents.
Action Step 6 – Review your Story, Values, Positive Feelings and Positive Beliefs and Identify Your Strengths and Talents and from this picture of yourself, from this place of what you are saying to yourself and from this feeling … Imagine that it is December 31, 2010, as you look at all areas of your business and personal lives, ask yourself;
Action Step 7 – Values & Behaviors Assessment – ID Strengths & Areas To Strengthen
Action Step 8 – Write Challenging Story – When You Did Not Succeed
Action Step 9 – ID Emotions
Action Step 10 – ID Unmet Needs
Action Step 11 – ID Limiting Beliefs
Action Step 12 – Clear Emotions, Unmet Needs, Limiting Beliefs
Action Step 13 – Set 90 Day Goals & Affirm Them – Set Up Action & Attraction
Filed under: Clear Your Roadblocks
Tagged: 90 Day Goals, Accomplish, Action, Action Step, Attraction, Clear Emotions, Clear Your Roadblocks One Day Workshop, coach, coaching, Coaching Financial Advisor, coaching financial planner, Coaching GYM Program, Financial Advisor Coach, Financial Advisor Coaching, Financial Planner Coach, financial planner coaching, goals, Halloween, How To Breakthrough, How To Use Old Ideas In The New Normal, Identify Your Strengths, Investment Advisor Coach, Investment Advisor Coaching, limiting beliefs, Positive Beliefs, positive feelings, private web site, roadblcoks, strong foundation, Talents, The Clear Your Roadblocks Coaching GYM Program, the plateauing out syndrome, Trick or Treat for UNICEF, UNICEF, unmet needs, Values, Values & Behaviors Assessment
October 29, 2009 by Simon · Leave a Comment
Continued from Trick or Treat for UNICEF – Part 3
For fun, I am taking myself through the very exercise that I am going to ask the audience to complete when I deliver this presentation.
As I look back from the perspective of the UNICEF Story, I am looking at a list of hundreds of Values that I use in the Coaching Work that I do with my clients, what were my Values way back in 1965?
• Accomplish, Adventure, Assemble, Assist, Attract, Best, Bond, Cause, Collect, Compassion, Connect, Contact, Deliver, Devote, Discover, Engage, Engineer, Enhance, Enliven, Enthuse, Explore, Foster, Gather, Honor, Impact, Implement, Improve, Inspire, Launch, Learn, Manifest, Move, Organize, Persuade, Produce, Promote, Quest, Relate, Renew, Serve, Triumph and Volunteer
Given that time is of the essence as I have a PowerPoint deadline, I am going to come back to refining this list on another day and go onto;
Action Step 3 – Review the following list of Positive Feelings ( I have a list of hundreds of Positive Feeling that I give to my Coaching Clients ) and write down the Positive Feelings that your actions were based on.
• Alive, Carefree, Delighted, Eager, Enthusiastic, Excited, Fascinated, Fulfilled, Grateful, Happy, Inspired, Intrigued, Involved, Optimistic, Peaceful, Quite, Sensitive, Touched, Trusting and Wonderful
As I writing this PowerPoint, the assignment is working for me because memories are coming back of the earlier accomplishments that I had when I was challenged when I did whatever it took to succeed;
• Rolling a transport truck on the Hope-Princeton Highway and getting out and driving another one within 48 hours
• Selling 27 house orders of window screens on a Saturday in January
• Being the first salesperson in the company to break $1,000,000 in sales
• Purchasing my first home with no down payment with 90 days to raise it
• Receiving a sales award for number one in sales of The Unlimited Power Video Workshop when I co-owned the Anthony Robbins Franchise
There are loads of them, and not to forget being single for a number of years and taking the time to write down qualities of the woman that I wanted to attract and I did … my loving wife Laura.
Filed under: Clear Your Roadblocks
Tagged: Accomplish, Action Step, Adventure, alive, Anthony Robbins Franchise, Assemble, Assist, Attract, Attraction, Best, Bond, breakthrough, Carefree, Cause, coach, coaching, Coaching Financial Advisor, coaching financial planner, Coaching Work, Collect, Compassion, Connect, Contact, Currency, Delighted, Deliver, Devote, Discover, Eager, Empathy, Encouragement, Energy, Engage, Engineer, Enhance, Enliven, Enthuse, Enthusiastic, Excited, Explore, Fascinated, Financial Advisor Coach, Financial Advisor Coaching, Financial Planner Coach, financial planner coaching, Foster, Fulfilled, Gather, goals, Grateful, happy, Honor, How To Breakthrough The Plateauing Out Syndrome, Identify Your Strengths, Impact, Implement, Improve, Inspire, Inspired, Intrigued, Investment Advisor Coach, Investment Advisor Coaching, Involved, Launch, Learn, Manifest, Mission, Move, Optimistic, Organize, Partnering, Peaceful, People, Persuade, Positive Beliefs, Positive Feeling, Produce, Professionalism, Promote, Purpose, Quality, Quest, Quite, Relate, Renew, sales award, Sense, Sensitive, Serve, Service, Talents, Teaching, The Plateau Syndrome, The Unlimited Power Video Workshop, Touched, Trick or Treat, Triumph, Trusting, understanding, UNICEF, Values, Venture, vision, Volunteer, Wisdom, Wonderful
October 28, 2009 by Simon · Leave a Comment
Continued from Trick or Treat for UNICEF – Part 2
I am in the midst of writing a series of actions steps for a new PowerPoint that I am writing entitled; Breakthrough! – How To Breakthrough “The Plateauing Out Syndrome”! Some call it The Plateau Syndrome.
Action Step 1 – Write a Story, with as much detail as you can about when you were challenged and about how you did whatever it took to succeed.
Action Step 2 – Review the following list of Values and write down the Values that your actions were based on.
Action Step 3 – Review the following list of Positive Feelings and write down the Positive Feelings that your actions were based on.
Action Step 4 – Review your Story, Values, Positive Feelings and write down the Positive Beliefs that your actions were based on.
Action Step 5 – Review your Story, Values, Positive Feelings and Positive Beliefs and Identify Your Strengths and Talents.
Action Step 6 – Review your Story, Values, Positive Feelings and Positive Beliefs and Identify Your Strengths and Talents and from this picture of yourself, from this place of what you are saying to yourself and from this feeling … Imagine that it is December 31, 2010, as you look at all areas of your business and personal lives, ask yourself;
• What did you accomplish?
• What goals did you set and achieve?
• What made you happy?
Why did I start with the story?
Some coaches talk about you getting back in touch with your Vision. The lay person you might as well be talking Klingon.
Before you can get to a Vision, one has to get re-associated to their Values which are the DNA of the Vision as well as the Purpose & Mission.
Your Values will also help you to reignite your Positive Feelings and Positive Beliefs and Identify Your Strengths and Talents and your Vision and Goals going forward.
I indentified this list of Values back in 1997 … the time that I chose not to produce events for other coaches and speakers … it was time for me to realize my Values of;
• Attraction, Currency/Energy, Encouragement, Partnering/People, Professionalism/Quality/Service, Sense/Wisdom, Teaching, Understanding/Empathy and Venture
Filed under: Clear Your Roadblocks
Tagged: Action Step, Attraction, breakthrough, coach, coaching, Coaching Financial Advisor, coaching financial planner, Currency, Empathy, Encouragement, Energy, Financial Advisor Coach, Financial Advisor Coaching, Financial Planner Coach, financial planner coaching, goals, How To Breakthrough The Plateauing Out Syndrome, Identify Your Strengths, Investment Advisor Coach, Investment Advisor Coaching, Mission, Partnering, People, Positive Beliefs, Positive Feeling, Professionalism, Purpose, Quality, Sense, Service, Talents, Teaching, The Plateau Syndrome, Trick or Treat, understanding, UNICEF, Values, Venture, vision, Wisdom
August 4, 2009 by Simon · Leave a Comment
We are working with a private group of financial advisors through The Clear Your Roadblocks One Day Workshop and The Clear Your Roadblocks Coaching GYM Program.
The Clear Your Roadblocks Coaching GYM Program includes the participants receiving a Weekly Work Out Log.
I’m a believer in “Don’t ask anyone to do anything that you are not willing to do yourself” and my Weekly Work Out Log is at the bottom of this Blog.
The Weekly Work Out Log helps one to acknowledge themselves for the progress that they are making. A path to fulfillment if you will.
This also serves to reduce the addiction and struggle of trying to get ones unmet needs met from outside of themselves through activity, clients, family, medications, spending money, and the list just goes on.
When one is addicted to busywork and when one fails to stop and acknowledge their progress, one can fall prey to the effects of the compounding negative beliefs and emotions that are rooted in the unmet needs.
When one carries an unmet need like worthiness, nothing can ever be enough.
Weekly Work Out Log
1. What do you consider to be your 5 top achievements this week?:
- Completed three excellent coaching calls from appointments that fell out on of the week of July 20th
- Completed the Empty My Head Process and projects prioritized for September
- Completed the copy and delivered it to our IT Master for the Private Web Site / Follow Up Program for The Leading Advisor Clear Your Roadblocks Private Web Site for participants of The Clear Your Roadblocks One Day Workshop and The Clear Your Roadblocks Coaching GYM Program.
- Completed the copy and delivered it to our IT Master for the Public Clear Your Roadblocks Coaching GYM Program to be launched mid August.
- Three articles are complete ready to be submitted to Advisor.ca for September – November.
- Staycation week that included; Salts Spring Miles and miles of walking with Laura and Shadow, Puppy Class, boating on Sprout Lake, Yoga Class, Swam in the Ocean, Kayaking around Newcastle Island, Filberg Festival, Public Enemy ( a 5 out of 10 … sorry Johnny )
2. Why are they significant?:
- Significant value added to clients because they made progress with business challenges and relationships that were dragging them down. I am focused and at peace heading into August. The near completion of the Private Web Site and GYM are a Milestone in the completion of the creative process that includes; Leading Advisor Coaching Program, Branding, Niche Marketing, Web Site, E-Newsletter, Blog, Published in Advisor.ca & Advocis FORUM, Speaking Coast To Coast, Leading Advisor Workshop and Sponsorship. Had lots of R & R.
3. How do they make you feel?:
- Alive, energized and inspired as the pieces of the creative side of the business are all falling into place.
4. What further progress could you make in this direction?:
- Use non-prime time to over-see the completion of the Private Web Site and GYM by our IT Master Kim Black and go out and tell 10,000 people.
5. What are you resisting doing?:
- Resisting? Nothing. I must increase my focus by taking my prioritized projects and time block them so that the A priorities get completed in high energy prime time.
6. How can you use your personal strengths; your values, positive feelings, positive beliefs to commit to 3 needed actions this week to meet your 90-day goals?:
- I will use my value of consciousness to prioritize projects, time block them and take massive action during my high energy times and track items for follow up/future action in my journal so I stay focused on the task at hand.
- Re-read my prioritize projects on a daily basis
- Meditate, breath, fall still and clear.
- Give thanks and anchor the feeling into the activity on a daily basis
7. How can I help? What will best move you forward with this?:
* * *
Last week of July was a Staycation Week, working mornings and taking the afternoons off in record breaking temperatures from 30°C – 40°C.
Pics from Thursday’s Kayaking Trip with Jan from Adventuress Kayaking around Newcastle Island, east of Nanaimo.


Filed under: Clear Your Roadblocks
Tagged: Attraction, breakthrough, business skills, business strategy, Clear Your Roadblocks, Financial Advisor Business Coaching, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Training, Financial Planner Coach, financial planner coaching, Financial Planner Training, how to achieve success, professional development systems, professional growth, roadblocks to success, strategic planning, vision business
July 24, 2009 by Simon · Leave a Comment
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Inspired, Tired or Expired?
Clear Your Roadblocks | July 2009
Welcome to the July edition of our Clear Your Roadblocks E-Newsletter.
This edition of our Clear Your Roadblocks E-Newsletter includes;
True to our word in the June Edition of our Clear Your Roadblocks E-Newsletter we have worked to provide our financial advisor coaching clients with extreme care and have built and delivered The Leading Advisor Live Coaching 1 Day Workshop and The Leading Advisor Coaching GYM. |
| The Leading Advisor Live Coaching 1 Day Workshop is a step by step advanced version of the Curing The Unmet Needs Disease Book, and we will have more to share on this in the upcoming months. The stations or points of The Leading Advisor Coaching GYM are as follows and we are working towards launching a public version in the near future.
Coaching GYM
- Unlimited E-Mail Access to Simon Reilly
- E-Lessons
- Audio Lessons
- Monthly ¼ – ½ Hour Phone Call(s) with Simon Reilly that can be booked using and automated appointment booking on-line software
- Monthly group coaching calls
- E-Coaching Follow Up to your E-Lessons, E-Mails and Progress Reports – this means I am with you every step of the way reading your E-Lessons, E-Mails and Progress Reports and Responding with; Articles, E-Lessons, Feedback, Forms, Insights and Tough Love
- Weekly Progress Report ( Automated )
- A Private On Line Forum
Enjoy the read and thank you for the opportunity to be of service.
Simon Reilly
The Financial Advisor Coach
1 877 248 6019 |
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As The New Economy Takes Hold
Little did I know as I sat in The EGO Café in Las Vegas in September of 2007 that we were beginning to experience the first signs of this passing economic debacle.
I had just finished a financial advisor speaking presentation and the while the financial advisor speaking testimonials were excellent, the response from the audience to engage me as a financial advisor coach were dismal compared to the financial advisor speaking presentations that I had done in the Spring of 2007. In fact, the response to engage me as a financial advisor coach from the Spring 2007 financial advisor speaking presentations was overwhelming. So much so that my plans to complete the writing of Curing The Unmet Needs Disease – How To Prosper in Business by Meeting Your Unmet Needs – Financial Advisor Edition were delayed until the summer of 2008 because we had so much financial advisor coaching business.
September of 2007 was one month into the Wall Street / Bay Street fallout from the Sub-Prime Mortage Crisis that would eventually catch up to Main Street in September of 2008.
The good news in all of this is that we are nearly two years through a Wall Street / Bay Street Recession, and one year into a Main Street Recession, and some say that the worst recessions last about 18 months.
This passing is evidenced by the many bright spots in the economy that include the upturn in the Canadian Residential Real Estate Market and Larry Summers’ comment that, “The number of people searching for the term ‘economic depression’ on Google is down to normal levels.” – Lawrence Henry Summers is an American economist and the Director of the White House’s National Economic Council for President Barack Obama – and late breaking news! Recession over, growth resumes: Bank of Canada – July 23, 2009 – Globe and Mail.
At the same time there are still worries about inflation, deflation and stagflation which echoes with the Inspired, Tired or Expired title of this E-Newsletter.
Like the Hebrew proverb, “Some people make things happen, some watch things happen, while others wonder what has happened”.
I’m taking the liberty to once again modify this Hebrew proverb to read, “Ten percent of financial advisors are Inspired and make things happen, eighty percent of financial advisors are Tired and watch things happen and ten percent of financial advisors are Expired and wonder what happened”.
As the momentum of this new economy takes hold, which will you be Inspired, Tired or Expired? |
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Inspired, Tired or Expired? – Article
Are you demonstrating to your clients that you are Inspired, Tired or Expired?
Some financial advisors have full HDTV satellite vision, while some watch in color with cable, and others wonder what happen because their black and white TV won’t work because it can’t pick up a digital signal, and all that they have left are rabbit ears, and they can still manage to get one or two channels if they get the positioning just right. The trouble is they spend so much time adjusting the rabbit ears, they miss the television show.
The financial advisors with vision are inspired by their future and the future is so bright they have to wear shades, The tired financial advisors are just going through the motions, and the expired are really just waiting around to die as they have already quit and given up.
Without vision, you can’t experience the future until you see it, feel it, and hear it through writing, visualization and affirmation.
Financial advisors that look in the direction of the past are not so fond of the memories, but it keeps them from looking into the future that could include things that are feared.
These same memories are like the jailer to the elephant that has become accustomed to captivity. While young, the elephant was bound by a chain to a log. When they tried and tried to escape they soon learned that they could not. All the trainer had to do when they became an adult was to tie the chain around their ankle and tether the chain to a small branch and they did not attempt to escape their defeats and fears of their past.
Having a routine is both a blessing and a curse, and while a routine serves us to do things like wake up early to practice exercise, meditation or prayer all the way to scheduling time to make those all important prospecting calls, the bricks in the castle wall of routine which are based on the unmet needs of approval, control, recognition, safety and worthiness become the prison that we cannot see our way out of.
Routine creates terrain that is familiar. In order to change, one needs to seek out new territories and activities in order to grow. Growth is often hindered by the old routine because we fear that the new routine will not function.
This is an irrational fear based on The Unmet Needs Disease.
The pact that is formed by the unmet needs of approval, control, recognition, safety and worthiness which spawns limiting beliefs like “I am not good enough” and “my plans may not work” are magnified by limiting emotions of anxiety and sorrow causes and this combination causes us to abandon our dreams.
The dread caused by our unmet needs, limiting beliefs and limiting emotions causes you to destroy what we love the most.
These same unmet needs that catapulted you forward to create the business that you have today, like the creation of a beautiful pearl in the oyster that was irritated by the grain of sand are still irritating you with limiting beliefs like “I am not good enough” and “my plans may not work” and limiting emotions of anxiety and sorrow.
The laws of attraction are absolute and the limiting beliefs of “I am not good enough” and “my plans may not work” will cause you to irritate and finally destroy what you love the most.
What vanishes with Curing The Unmet Needs Disease? The clouds that blur your vision to rise to the occasion to climb taller and taller mountains will vanish along with the idea that the mountains that you have conquered are far too small.
As you look down from the place of The True Values Based Financial Advisor you will marvel not because the mountains that you have conquered are far too small but because you have become so much bigger.
You are bigger because your True Values pulled you forward and because you learned to clear your Unmet Needs that were holding you back.
Like with any climb to the top, The Unmet Needs Disease that blurs your vision and causes you to struggle on your path will not disappear without some help along the way. |
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Inspired, Tired or Expired? – A Table
| Inspired |
Tired |
Expired |
| Vision |
To Do List |
Post-it notes |
| Dedicated to professional growth |
It’s a job |
OMG another day |
| Confident |
Cautious |
Conservative |
| Business is booming |
There’s a recession |
We are doomed |
| Lives in the present and looks forward to the future |
Copes and just tries to get by |
Lives in the past and criticizes the future |
| Leadership |
Management |
Addicted to selling |
| Fulfilled |
Doing too many favors |
Overloaded and does not feel acknowledged |
| Cash Reserves |
|
Sales driven by how far into LOC |
| Team |
Staff |
Nuisance |
| Support team |
Home Office |
Business Prevention Unit |
| Business manager |
Assistant |
I may as well do it myself |
| Does only what they love to do |
Delegates |
Does it all |
| Has a system for hiring the best people |
Hires friends |
Still recovering from the last hiring “fatal attraction” |
| Refers business to strategic alliances |
Has financial advisors that are friends |
Too busy and afraid |
| Concierge lounge |
Client waiting room |
Travels to client’s homes |
| Picture frames |
Laminates |
Blu-tack |
| Google |
Yellowpages.ca |
Yellow pages |
| Telephony office |
Two receptionists |
Answering own phone |
| True Values Based Financial Advisor |
The Gentle Financial Advisor |
John Doe – Financial Advisor |
| Instant messaging |
Email |
Contact us |
|
Graphic design |
Business name |
| Has nailed the niche |
Works with business owners, professionals and seniors |
Tries to serve anyone and everyone |
| Web attraction |
Web site |
Brochure |
| Automated marketing system |
Sends birthday cards |
High and low prospecting cycle |
| Choice |
Cappuccino |
Coffee |
| Provides a consistent service experience |
Client segmentation |
Too many clients and not making enough money |
| Looks after people who have money |
Tries to look after people’s money |
Makes clients feel nervous because of a lack of energy, money and time |
| Empathetic listening |
Listening |
Talks |
| Takes a genuine interest |
Builds rapport |
Uses sales techniques |
| Concentrates on building relationships and delegates financial planning |
Financial planning |
Solves immediate problems using a product |
| Uses a consultative process and charges a fee |
Sells products |
Sells too many products |
| Educates clients that providing referrals is part of their business process |
Asks for referrals |
Afraid to ask for referrals |
| Understands clients want to know what you are going to do for them |
Sells their favorite flavor of the month product |
Loves to talk about their favorite subject, themselves |
| Promises regular returns |
Afraid |
Promises market leading performance |
| Succession plan is in place |
Emotionally retired |
Emotionally bankrupt |
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What Killed The First Half Of The Year?, Referrals Revisited, MDRT Plateauing Out Syndrome + More
Since our June E-Newsletter, we have posted some excellent blogs and they are as follows;
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| Please visit www.LeadingAdvisor.com for more Financial Advisor Resources and Training |
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July 13, 2009 by Simon · Leave a Comment
There is an expression … you don’t have a secret, the secret has you.
Taking it a step further, you don’t have unmet needs, limiting beliefs and limiting emotions, they have you.
Rather, the fear based ego mind has you because the fear based ego mind has the unmet needs, limiting beliefs and limiting emotions and it has you convinced and addicted to the all kinds of lies about yourself.
The fear based ego mind has you in a trap thinking that if you ever shared its secret then some terrible things would happen.
The challenge is the terrible things are prone to continue to happen harboring the unmet needs, limiting beliefs and limiting emotions.
The laws of attraction are absolute and you will attract the evidence to make the unmet needs, limiting beliefs and limiting emotions real.
As an example; the unmet need of safety creates the limiting beliefs of “I don’t have any money” and “I don’t have any time” and the unmet need and the limiting beliefs fuel the limiting emotions of anxiety and fear.
The truth will set you free.
Nothing in life has any meaning except the meaning that you give it.
You are a being and you are not your fear based ego mind.
Filed under: Clear Your Roadblocks
Tagged: Attraction, breakthrough, Clear Your Roadblocks, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Training, Financial Planner Coach, financial planner coaching, how to achieve success, personal coaching, professional development systems, professional growth, roadblocks to success, unmet needs
October 31, 2008 by Simon · Leave a Comment
With the seamless launch of the new web site, the completion of new tradeshow booth, the completion of the book and aside from creating two new PowerPoints for next week’s IFB conference in Toronto, I am starting to feel like we are in a vacuum as the to-do lists are getting shorter and shorter.
Something that the late great Thomas Leonard (founder of CoachU) talked about; if you want to be attractive, clean up your space and attraction will find you.
Attraction and buzz are starting to happen with more and more subscribers receiving the first 6 chapters of my new book; Curing The Unmet Needs Disease.
We have barely started to market the new book, public speaking, web site and one on one tele-coaching and subscribers and speaking enquiries are coming on from Saltspring, BC to Halifax, NS.
I’ll get back to clientcentric blogging next week.
Have a wonderful weekend.