Demonstrating By Example To Show How To Ask For A Referral

January 23, 2012 by Simon · Leave a Comment

I received the following excerpt of a message from one of my clients and I have included my reply as a demonstration of how to ask for a referral.

Dear Simon,

Thank you for the clarification. That really helps. I spent the afternoon listening to the coaching conversation recorded with you last week.

Thank you for everything you have been doing for/with me thus far. I must tell you that this is a very good process for me and I am invigorated and excited.

I have also given your name to a few people, one a financial planner and one a financial product wholesaler.

All the best, hope it is not so cold where you are as it is here!!

Jane Doe

Hi Jane Doe,

Congratulations on the work that you are putting into the coaching and may it reward you 1000 fold.

Happy to receive the names of the advisor and the wholesaler for follow up.

My follow up could look like …

Dear _____,

Jane Doe mentioned your name and thought that I may be of service to you as a business coach.

To get to know me, please click this link to look at the following coaching testimonials

Here is a link to understand the Clear Your Roadblocks Coaching Process that Jane Doe is working on

Please e-mail me back if you would like to have a complimentary conversation about how I can help you to meet and exceed your goals.

Kind regards,

Simon Reilly

Jane, looking forward to our next conversation.

Simon

Filed under: Sales & Marketing
Tagged: Financial Advisor Coach, Financial Advisor Coaching, Investment Advisor Coach

Working With A Coach Requires The Following Adult Behaviors

January 18, 2012 by Simon · Leave a Comment

Blocks out time to complete assignments in advance of their coaching call.
Completes requested assignments on time.
Replies to e-mails within a reasonable amount of time.
Arrives on time for appointments.
Doesn’t blame the coaching program to justify their inaction.
Doesn’t blame their associates, company and suppliers.
Doesn’t make excuses.

The adult behaviors that one demonstrates will be exemplified by their clients in kind.

Filed under: Vision & Planning
Tagged: Financial Advisor Coach, Financial Advisor Coaching, Investment Advisor Coach

D+D+S+T+T+A+G+L= Space To Attract

January 16, 2012 by Simon · Leave a Comment

The above formula, D+D+S+T+T+A+G+L, is an abbreviation for Deanne + Delegation + Systems + Technology + Team + Audio Acrobat + GoToMeeting + LogMeIn = Space To Attract new ideas and opportunities.

I’m feeling like I’ve got some additional peace of mind and the space to attract new ideas and opportunities after creating a new system. The increased number of financial advisor coaching clients using the One Page Business Plan has also increased my use of GoToMeeting. I’m finding that my day is starting by preparing for my coaching calls along with ever increasing extra time to schedule One Page Business Plan financial advisor coaching sessions using GoToMeeting. This, of course, takes more time.

In the later part of 2011 and in the beginning of 2012, I’ve been looking at ways to use delegation, systems and technology to save energy and time so that I am in a position to use my mind to attract ideas and opportunities versus doing routine but valuable tasks. We only have so much consciousness, energy and time. We’ve got to make a choice what we’re going to do with it.

So to save consciousness, energy and time I invested the best part of an hour last Friday morning with Deanne McAndrews, our Customer Service Virtual Assistant. I used Audio Acrobat to record a telephone conversation with Deanne while using GoToMeeting to visually show Deanne how to identify my next week coaching calls that are scheduled in Maximizer so that Deanne can then use LogMeIn to go into my computer and send out the GoToMeeting invitations on my behalf.

Now that I have more consciousness, energy and time, how about the formula for Deanne + Delegation + Systems + Technology + Team + Audio Acrobat + GoToMeeting + LogMeIn = just Space. Ahh.

Deanne + Delegation + Systems + Technology + Team + Audio Acrobat + GoToMeeting + LogMeIn … Cost mid 4 figures monthly.

Space … Priceless!

Filed under: Vision & Planning
Tagged: Financial Advisor Coaching, One Page Business Plan

Reflecting Back My Client’s Thoughts During Market Turmoil

September 22, 2011 by Simon · Leave a Comment

Here is a copy of an e-mail to one of my clients after our call on September 22, 2011.

Dear Joe Advisor,

Thank you for today’s coaching call.

Please remember to realize that you are the vessel through which all communications flows, one cannot be of service feeling guilt for things that are beyond their control and it is best to focus on what one can control and create, remember your Value Proposition, all the value ads that you bring to the table, that you are doing your best and that at the end of the day, the client has free will to choose what they want to do or they can accept this excellent advise from you;

“At the time of the market turmoil in Sept 08, some said the wrong thing to do was to stay put, this turned out to be the right thing to do.”

Thanks for the opportunity to be of service.

Simon

Filed under: Advisor Stories
Tagged: Financial Advisor Coaching, Investment Advisor Coaching

Our New Clear Your Roadblocks Video For Our Upcoming New Coaching Page

August 26, 2011 by Simon · Leave a Comment

In What Did You Do With Your Summer To Get Ready For September? I wrote about my Summer Buffer Day activity which included a list with a ranking of where we stand on a scale of 1 – 10, 10 being the highest.

One of the items on the list was Product Content Development, Organizing, Packaging and Website which includes expanding on and creating the following product offers along with Vlogs ( video blogs ) for each one of them.

• Clear Your Roadblocks™ – 2 Month Program

• One Page Business Plan™ – 2 Month Program

• Clear * Plan * Practice™ – 12 Month Program

Free One Page Business Plan Webinars September 9 & 28^th – Register Now!

Announcing Leading Advisor’s One Page Business Plan^(TM) Free Webinars and the One Page Business Plan^(TM) Webinars!

“If you don’t get the words right, you might build the wrong business and may never get the numbers right.”

The dates for the One Page Business Plan^(TM) Free Webinars are:

Friday, September 9^th at 11:15am EDT
Wednesday, September 28^th at 12:30pm EDT

Who should attend?

Do you have too many scattered ideas?
Do you need to focus on a few?
Do you need to jumpstart your business right now?
Do you have no time or interest in writing a 50 page business plan?
Do you need to determine if you’re focusing on the right things?
Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan^(TM) – a powerful tool for building and managing a business. It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way! I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan^(TM).

To Register for the One Page Business Plan^(TM) Free Webinars:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

Friday, September 9^th at 11:15am EDT
Wednesday, September 28^th at 12:30pm EDT

Filed under: Clear Your Roadblocks
Tagged: Clear Your Roadblocks, Curing the Unmet Need, Financial Advisor Coaching

Do We Ask For Coaching Testimonials To Make Us Look Good?

August 22, 2011 by Simon · Leave a Comment

I was following through on our Tips To Speed Up Your Client Testimonial Process and the following thought came to mind as I was writing to ask a client for their permission to share their words with perspective clients that we are speaking with.

Asking our clients for testimonials is more about Declaring and Dedicating the progress that they have made and the value that they have received than making us look good.

So following through on our Tips To Speed Up Your Client Testimonial Process here is what we are doing in real time …

Hi Louisa,

I hope that all is well with you.

I’m following up on the two questions that I asked you; what did you like best about the coaching and what did you receive that you didn’t expect … with the intention of declaring and dedicating the progress that you have made and to offer your words to prospective clients that we are talking with.

At the same time, ask you to engage your best clients in the same way by asking them the same questions to enhance your inspiration.

May I have permission to share your words with prospective clients that we are speaking with?

Kind regards,

Simon

Here are Louisa’s words;

“I like being accountable to somebody. I know that our work has helped definitely to refocus me and I believe in the process and I’m in alignment with everything you say. I am very committed to leading a value-based life and having a business that’s based on my values. I know that I built a business that way before and I’ve gotten off track so it’s really bringing me back to center. It has been very worthwhile. Everybody could use your help.”

Louisa Zerbe
Edward Jones
Qualicum Beach, BC

Filed under: Testimonials
Tagged: Financial Advisor Coaching, Investment Advisor Coaching

Our New Empty Your Mind Vlog For Our Upcoming New Coaching Page

August 18, 2011 by Simon · Leave a Comment

• Clear Your Roadblocks™ – 2 Month Program
• One Page Business Plan™ – 2 Month Program
• Clear * Practice * Profit™ – 12 Month Program

Here is the Empty Your Mind Vlog for the Coaching Page.