Accelerate Your Healing
October 6, 2009 by Simon · Leave a Comment
I’ve had the odd client with the flu over the course of the past five weeks. Not sure if it is the H1 N1.
I remind them that they have an inherent and powerful immune system that works 24 hours a day without them even thinking about it and it is my belief that they can magnify their immune system’s powers by consciously triggering and magnifying its power.
I talked with Chris Barrow in the UK a couple weeks back about what’s going on over there.
The dental clients that he works with and the financial advisors that he knows are having excellent years because they have a vision, business plan and goals while the average person is struggling.
I asked if he was noticing a lot of people in airports wearing viral masks as I am curious as I am traveling a lot over the next two months and wanted to find out what the lay of land looks like.
“We were wearing viral masks two months ago and they have all been thrown away … nobody is dying, if a person has a healthy immune system and they use common sense they will be OK.
We have just gone through the anniversary of the start of the Second World War.
Everyone thought that we were going to be bombed and gassed.
The government shipped over a million children from the cities to board with families out in the country and issued gas masks to everyone in the cities.
By December, the children had all found their way home and the gas masks where all in the rubbish.”
Getting Over Your August Appointment Setting Roadblock
July 30, 2009 by Simon · Leave a Comment
John, It’s Simon from XYZ Financial and I know you are probably busy with the summer … we have been in touch about building your wealth and protecting your assets and I know that this is important to you so given we are in the lazy days of summer it may be a good time for us to get together or if not, book an appointment now for September so that it does not fall through the cracks.
Which works best for you?
- August or September?
- Mornings or Afternoons?
– You get the point.
Begin with a Clear mind.
A Clear mind is what our coaching clients experience because they are free of The Unmet Needs Disease.
With high energy and practiced high energy script right out of the gate you will fill you book with appointments and hit the ground running in September.
Click Prospecting While Peaceful, Placid & Private for additional insight.
Referrals Revisited
July 8, 2009 by Simon · Leave a Comment
I grew up in a household that believed in taking care of what matters … I believe I have a fiduciary responsibility to help my clients to grow their investments and to insure that their investments are well taken care of … at the same time I believe I have a fiduciary responsibility to take care of their family, friends and associates …
- If you were going to describe me and my products and services to someone, what would you say?
- What do you like best about working with me?
- What do we do for you that you didn’t expect?
- What can we do to improve my service?
- Who can you introduce us to that will appreciate the same kind of products and services?
- Wait 3 seconds …
- Do you know what, most of the time when I ask this question, a person doesn’t come to mind but when I call back in ten days to two weeks, someone always crosses a person’s path.
- Is it OK if I call you back in ten days to two weeks to follow up?
What Killed The First Half Of The Year?
July 6, 2009 by Simon · 1 Comment
What will allow the second half of the year to triumph?
There are many financial advisors that are full of belief, drive and success but they are not enjoying themselves.
They think that they are at the peak of their business career and the inevitable descent frightens them.
They have forgotten that there are still other peaks to climb because they have gotten used to life as it is.
They have lots of things and things to do but few aspirations.
They are full of problems solved, cases approved, business that prospers without them having to do a lot.
Now all that is left is the fear of change which is why they go from client meeting to client meeting, staff meeting to staff meeting, client file to client file, project to project, seminar to seminar, association event to association event, charity event to charity event, golf game to golf game, party to party so as not to have time to think, and to meet the same people over and over and believe that everything is the same.
Certainties and compliancy has replaced passion.
Where does passion come from?
From living your values, vision, mission, purpose, objectives, strategies and actions.
Forget the concepts, markets and products.
Clarify and document your values, vision, mission, purpose, objectives, strategies and actions and go out and plant the seeds of change.
Anyone who stands outside the door of change and fails to recognize it may well end up leaving it open and allow tragedies to enter.
This writing was inspired by and adapted from Paul Coelho’s new book The Winner Stands Alone.
Do Versus Teach
June 24, 2009 by Simon · Leave a Comment
At the Kelowna airport at 5:15pm PT on Wednesday awaiting an 8:35pm flight to Nanaimo via Vancouver.
Feel ing thankful as the live financial advisor coaching practice visit was a success and I covered everything on the Agenda.
Someone once said; “those that can do and those that can’t teach”.
This live financial advisor coaching practice visit was great for my client and for me because we worked shoulder to shoulder writing the entire plan complete with systems and then some.
I’m settling in for a few hours and I’ll use the time that I have waiting for the flight to write the June Clear Your Roadblocks E-Newsletter.
Wednesday – Friday have a lite schedule of coaching and prospect calls and that is it for the month as Laura and I are taking a Staycation next week.
Here are the Phase 1 Objectives / Systems that we created in the live financial advisor coaching practice visit
Objectives Phase 1
- Create a Vision
- Create a Leadership, Decision, Meeting and Time Managment System
- Earn $552,000 by June 30, 2010
- Create an inspired, enthusiastic, productive and profitable team
- Create an Office Managment System
- Create a Bookkeeping and an Accounting Delegation System
- Create an In House Financial Planning Marketing System
- Create a Prospect / Seminar Follow Up System
- Create a Qualification and Enrolment Sales System
- Qualify Customer Service
Objectives Phase 2
- Create a Financial Planning Web Site
- Create a Financial Planning Marketing Funnel
- Create a Financial Planning Associate Advisor Marketing System
- Create a New Position Job Description
Live On Site Financial Advisor Coaching Practice Visit Agenda
June 22, 2009 by Simon · Leave a Comment
I’m facilitating a Live On Site Financial Advisor Coaching Practice Visit and here is the agenda
Agenda
- SWOT
- Vision, Purpose, Mission
- Vision – 1 Year, 3 Years, 5 Years
- Budget
- Objectives, Strategies, Actions – 90 Day Goals
- Delegation / Job Descriptions / Virtual Assistant / Review
- Leadership / Decision / Time Management / Practice
- Follow Up
Areas Of Business
- Planning, Projects, Schedule
- Administration
- Computers / Systems
- Financial
- Marketing A – In House
- Marketing B – Marketing Funnel
- Marketing C – Associate Advisors
- Office
- Production ( Customer Service )
- Products
- Sales Process
- Team Leadership / Harmony / Conflict Resolution
- Training
Live Practice Visits ~ Jul – Dec 2009 Vision From 35,000 Feet & The Tarmac
June 18, 2009 by Simon · Leave a Comment
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.
-
-
Dates for 2012 TBA - stay tuned!
-
Now Reading
Planned books:
- Prayer for Owen Meany by John Irving
- The Book Of Air And Shadows: A Novel by Michael Gruber
Current books:
-
Siddhartha by Hermann Hesse
Recent books:
- The Brave: A Novel by Nicholas Evans
- 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
