Testimonials from Advocis Sudbury – Sudbury, ON – November 18, 2009
“What energy and passion. I didn’t expect this feeling of inspiration.”
HP Solutions Ltd.
“The whole presentation was very good and insightful. I learned a very different approach on how to grow my business.”
HP Solutions Ltd.
“I enjoyed Simon’ enthusiasm in the presentation as well as the acknowledgement and recognition we should give ourselves and others. “
Investment Planning Counsel
“Simon touched exactly the type of negative chatter that I expose myself to. I have a new commitment to developing me.”
Sun Life Financial
“I liked the concept of ‘awareness’ and believe you are absolutely right in this direction. I wasn’t expecting this theme of awareness in your presentation. I’ve seen many presentations on business building that clearly miss this key point, you hit it right on.”
Sawyer & Associates Financial Services
“Real eye opener, positive energy and very inspiring for my business.”
Sun Life Financial
“Very well organized, and well presented. Clear and concise. Simple ideas – yet often overlooked, great presentation.”
Rick Van Oort
Regent Financial Services Ltd.
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
- Business / Marketing Plan
- Budget Cash Flow
- 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.
Friends Anneliese and Chris created status clouds using a new application on Facebook which prompted me to do the same. My Tweets are automatically sent to Facebook and this picture is of my status cloud from last week. You might say “what is all the bother with Facebook, LinkedIn and Twitter? What a waste of time!” Are you interested in doing business with Generation X & Generation Y? If Generation X & Generation Y can’t find you on Google, Facebook, LinkedIn or Twitter, in their minds, you don’t exist.
To follow me on Twitter, you can both move your courser onto the gray bar above this blog writing and click the FOLLOW ME ON TWITTER icon that looks like a bird or click here; Twitter.
When there is judgement there is no understanding and when there is judgement there can be no understanding.
How many times do you hear people joking about others wasting their time with Blackberries, Blogs, Facebook, iPhones, LinkedIn and Twitter? Honestly, I have given these a couple of cheap shots in my day.
Now that I have my Blackberry, Blog, Facebook, LinkedIn all integrated with Twitter, I am having a ton of fun posting Tweets as it helps me to;
- Become more tech savvy
- Clarify vision
- Develop product
- Document insights
- Enhance our marketing funnel
- Expand my 10 step coaching program
- Expand my Generation X and Generation Y network
- Expand my social network
- Expand my writing
- Express values
- Find my voice
- Focus on looking for insights
- Improve search engine optimization
- Log all my insights in one place for resources for a future book
- Look for new material
- Receive insights
- Schedule time blocks to create Tweets
- Stay connected to thought leaders
- Stay in touch with my Tribe on a minute by minute basis
- Study new material
- Walk my talk
The 1995 notion from the coaching movement “that you can live anywhere and coach clients over the phone” along with “create an online presence and coach clients over the phone” may have some truth but it needs a lot of STP – See The People along with The Idea Of Being On Tour.
Imagine the idea of having a product that will completely sell itself on line and it is not going to happen unless we want to get into gambling, porn and Viagra … NOT!
It is 8am ET on Saturday and my flight has just left Thunder Bay and I am on my way home via Toronto, Vancouver and Nanaimo and will arrive on our doorstep at about 4pm PT.
This has been a great trip with speaking at Advocis Sudbury, Advocis Ottawa and Advocis Thunder Bay and meeting with the owners of MGA firms and the Regional Directors of Financial Advisor Firms to discuss additional financial advisor speaking and workshop opportunities … it is certain that I will be back in the cities of Sudbury, Ottawa and Thunder Bay in the not too distant future.
So with a trip of 10,000 km, 10 flights, 3 different financial advisor speaking presentations of Clear Your Roadblocks, Compliance & The Elimination Of Rogue Behaviour and The Six Degrees Of Life Insurance Connection behind me along with key meetings with Centers Of Influence, I am settling into a morning of competing the following;
• Working on my 2010 Goals
• Blogs for the Week of November 23rd
• November E-Newsletter
• Clear Your Roadblocks Workshop Sales Copywriting
• Client E-Mails
This trip has been monumental and perfect as it is a demonstration of the full engagement and operation of the Marketing Funnel … thank you Laura for making this trip possible for without Laura none of it would have happened and thank you Tiffany for supporting Laura and me along the way.
“See The Financial Advisor and Investment Advisor People in 2010!!!!!”
I’ve been reading The Warrior of the Light off and on. The other day I dropped the book and it was opened to this page as I picked it up. I shared this that same morning with a client that was telling me that they had grown tired of their business, that all there seemed to be was more and more work and they didn’t seem to be getting any further ahead.
“Sometimes Evil pursues the Warrior of the Light, and when it does, he calmly invites it into his tent.
He asks Evil: “Do you want to hurt me or use me to hurt others?”
Evil pretends not to hear. It says that it knows of the darkness in the Warrior’s soul. It touches wounds that have not yet healed and calls for vengeance. It mentions certain tricks and subtle poisons that will help him to destroy his enemies.
The Warrior of the Light listens. If conversation lags, he encourages Evil to continue talking by asking all about its various plans.
When he has heard everything, he gets up and leaves. Evil feels so weary and empty after all this talk that it does not have the strength to follow him.”
Warrior Of The Light – A Manual, Paulo Coelho, Pg 63
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