The Missing Link
January 12, 2010 by Simon · Leave a Comment
Industry experts agree that the key foundational pieces for a successful business are:
- Values
- Vision, Purpose, Mission
- Money Management Plan
- Time Management Plan
- 90-day Goals
- Action Steps
- Project Management System
Most people, financial advisors included, don’t understand the importance of their values. Values are the DNA of the vision and the vision is the DNA of the business plan, all of which helps the financial advisor become a Leading Advisor in the industry. Without values, the entire plan will be misguided. An even greater challenge occurs when Unmet Needs dominate your values and create negative emotions and beliefs.
The problem with most personal and professional development programs is they present these steps in the wrong order. Worse, they don’t address Unmet Needs at all. That is the missing link.
This article was originally published in Curing The Unmet Needs Disease © Simon Reilly 2008
Testimonials Advocis Sault Ste Marie
January 11, 2010 by Simon · Leave a Comment
Testimonials from Advocis Sault Ste Marie -
“Engaging, animated and well worth the time spent. I didn’t expect the challenge to proceed with my goal setting. I know it must be done but I haven’t been doing it. Thank you for the wakeup call.”
Diane Adams
Freedom 55 Financial
“The presentation was directly addressing a common challenge of all in our business.”
David Gearing
Freedom 55 Financial
“A great reinforcement of the need to plan and ask for referrals.”
Eric Barton
Freedom 55 Financial
“Great flow and no bull. I didn’t expect this feeling of insight. I am looking at me a lot more closely.”
Patrick Pipoli
Freedom 55 Financial
“The presentation helped to make my beliefs and values surface again. The value added that Simon offers are above and beyond.”
John Ruckstuhl
Freedom 55 Financial
“The animation of the speaker made the length of the presentation seem short. I have now learned the importance of making yearly goals as well as short-term (90 days) goals.”
Jason Martineau
Freedom 55 Financial
Eliminating RRSP Calls
January 8, 2010 by Simon · Leave a Comment
I find that my new clients get consumed in the month of February making follow up calls to their clients that are not on a monthly RRSP contribution plan so that their clients don’t miss the RRSP deadline.
What is sad is, my client’s entire business and lives are thrown into disarray working on tight time deadlines trying to get the last of their RRSP client stragglers in before the end of the month deadline.
To eliminate this, here is what I suggested to my new client:
- Make a list of all of the clients that need to be contacted about RRSP contributions
- ID the clients that have e-mail addresses
- Send the following e-mail, three times, five days apart
Dear _________,
Thank you for opportunity to be of service over the years.
I am sure that you have noticed employment shortages in your day to day travels and we too are starting to notice that more and more people are looking for financial advisors, especially when RRSP season comes around.
To make sure that your RRSP needs are completely taken care of, please call or e-mail my assistant Jane at 123-456-7890 or jane @ noemail.com and Jane will take care of getting an appointment scheduled with me so that we can provide you with the service that you require.
Are You Ready For “The New Normal”?
January 5, 2010 by Simon · Leave a Comment
Whatever you want to call what we have been experiencing, whether it be slowdown, sluggish market or debacle, we are in it. What the heck, we might as well call it a recession. There, I’ve said it, recession, recession, recession. And now I’m over it.
I was brought up Catholic, and my parents saw to it that I went to a Catholic school. I was taught mostly by priests and nuns, and I was also an altar boy. I’m thankful for the blessing of this education and experience because it helped lay the foundational values that I have today.
Catholicism talks about the notion of limbo, a place somewhere between heaven and hell. And, while we are in this slowdown, sluggish market, debacle, that’s deciding whether or not to be a recession, we are in a similar state of limbo. Everyone waits around doing nothing, watching to see what the other person will do.
Finally, the recession hits. Now, we’re in hell. Past recessions have lasted 6-18 months, so the worst-case scenario is that we’ll be out of it soon. But, who knows?
The point is, let’s get on with it.
If it is going to be, it is up to me
Did you know that the Chinese symbol for the word crisis is made up of two separate symbols for the words danger and opportunity?
How are you going to find the opportunity in this time of financial crisis?
How can you differentiate yourself in this new market?
Don’t limit your thinking to see only the crisis and danger; that’s your Unmet Needs, fear and negative beliefs talking.
Tap into your strength and look for the opportunities and possibilities available to today’s financial advisors.
This article was originally published in Curing The Unmet Needs Disease © Simon Reilly 2008
Vision Map
December 18, 2009 by Simon · Leave a Comment
(Happy Holidays … I’m blogged off until January 4th … May you meet and exceed your dreams for 2010 and may it be your best year ever. Simon)
Here is a picture of a Vision Map that I created in 2006 for 2007. I’m looking forward to updating it over the holidays.
I created the Vision Map by finding a picture that represented each business goal, personal goal and value.
From the bottom left, count over 4 columns of pictures and then count up to the 5th, 6th and 7th pictures.
• The 5th picture is the Million Dollar Roundtable Logo
• The 6th picture represents the Advocis Schools
• The 7th picture is the Advocis Logo
To speak at the MDRT June Vancouver 2010 Annual Meeting all I did was set the goal and the kind words and referral of Robert Gignac to an MDRT Speaking Captain did the rest. The 7th picture of the Advocis Logo was to set a goal to speak at more Advocis Chapters and at that time I had spoken at five Advocis Chapter Education Days and we have now spoken at twenty four Advocis Chapter Education Days.
My goal is to speak at the Advocis Schools in 2010.
Don’t Buy A Journal, One Is A Waste Of Time
December 15, 2009 by Simon · Leave a Comment
Here is a pic of the 15 journals that I have happily filled this year.
My commitment this year was to eliminate scraps of paper and sticky notes.
While the journal writings are not pretty, they contain;
- Coaching client notes
- Coaching ideas
- Draft article, blogs, e-newsletters, twitters
- Goals
- Marketing ideas
- Mind maps
- Product ideas
- Prospect notes
- Time management when I am on the fly
- To do lists
All of which enter into the Empty Your Head Process
NO LOOSE ENDS!!
Man invented a pen and journal so that he could choose his thoughts and not be hypnotized by the madness of his fear based ego mind.
Marketing & Sales 101 or Marketing & Sales One On One?
December 1, 2009 by Simon · Leave a Comment
Marketing & Sales 101 used to be about STP – See The People and now it has become Blog, E-Newsletter, FaceBook, LinkedIn and Twitter The People.
December 1st, 2009 brings the 5th Anniversary of our Leading Advisor Web Site and E-Newsletter and February 1st, 2010 will be the 5th Anniversary of our Leading Advisor Blog.
Five years ago was when we committed 101% to the niches of financial advisor coaching and investment advisor coaching.
Five years ago, we couldn’t get our foot in the door of a financial advisor speaking or investment advisor speaking gig. We were fighting our way through the gate keepers just to get an appointment to introduce Leading Advisor and Simon Reilly because we were Leading Advisor and Simon Reilly.
So we committed to do whatever it took to create The Marketing & Sales Funnel that included the Web Site, E-Newsletter and Blog.
At the same time, we were land locked by our own comfort zone living in Vancouver and we had to spread our wings so we moved to Parksville on Vancouver Island because that was were all the financial advisor coaching and investment advisor coaching action was. 
Moving to Parksville was the kick in the pants that we needed to go national with our presence which has generated 140 financial advisor speaking and investment advisor speaking opportunities over the past four years.
This Web Site, E-Newsletter and Blog journey has been long in more ways than one and with countless hours invested I am past the euphoria of believing that the Web Site, E-Newsletter and Blog were going to be the missing link in The Marketing & Sales Funnel because they are not and neither are the financial advisor speaking and investment advisor speaking opportunities.
The Web Site, E-Newsletter & Blog along with the financial advisor speaking and investment advisor speaking opportunities are just pieces of The Marketing & Sales Funnel … very big pieces.
As a result of the Web Site, E-Newsletter and Blog, we are on the first page and even number one on the first page of Google search engine rankings for financial advisor coaching, financial advisor speaking, financial advisor training, investment advisor coaching, investment advisor speaking and investment advisor training and to some that is a significant accomplishment.
The search engine rankings have no doubt added to the credibility to attract speaking opportunities from Advocis and The MDRT.
Upon reflection, and even as we have taken steps to link the Web Site, E-Newsletter and Blog to Twitter, FaceBook and LinkedIn, I am realizing that we are on a plateau with the reality that there is another peak to climb and that is becoming more of a road warrior in 2010.
My reflections are based upon the following concepts from Spencer Johnson’s Peaks And Valley’s;
• Valley – complaining about what could have been
• Plateaus – taking a break along the way to acknowledge where you are in your journey
• Peaks – having a vision and celebrating along the way
A key concept from Malcolm Gladwell’s Outliers comes to mind as well;
• Success in any field is, to a large extent, a matter of practicing a specific task for a total of around 10,000 hours.
So what about my practice of coaching, speaking and writing?
• I can tell you that I have 27,000 of experience with coaching so I’m good there and I am always learning
• If you take 140 financial advisor speaking and investment advisor speaking presentations and multiply 140 times 1.5 hours per presentation times 10 hours for preparation of PowerPoints and speaking that equals 2100 hours of financial advisor speaking and investment advisor speaking … apparently not enough
• Let’s say that I blogged 90% of the working days for the past 5 years so 20 working days per month times 60 months times 30 minutes times 90% = 810 hours … seems like I am way short here and even if I fudge this by doubling it to 1620 hours for articles in publications, my book and e-newsletters … apparently not enough
So on this Monday, November 30th, this was a perfect day on the last day of the month, a Buffer Day for; Debriefing November, Planning December and finishing 2010 Planning …
It is truly a Plateau Day ( hey did I just invent something ) to realize that for 2010, with our 5 years of coaching, speaking and writing credibility, we are going to drill deeper into Western Canada and STP – See the financial advisor and investment advisor people … coming to a town and city near you.
|
|
Latest Tweets
Tell A Friend About This Page
-
