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
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 & 28th – 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:
|
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 9th at 11:15am EDT
- Wednesday, September 28th at 12:30pm EDT
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
Our New Empty Your Mind Vlog For Our Upcoming New Coaching Page
August 18, 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 * Practice * Profit™ – 12 Month Program
Here is the Empty Your Mind Vlog for the Coaching Page.
Free One Page Business Plan Webinars September 9 & 28th – 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:
|
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 9th at 11:15am EDT
- Wednesday, September 28th at 12:30pm EDT
Our New Welcome Vlog For Our Upcoming New Coaching Page
August 16, 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
Here is the New Welcome Vlog to our upcoming New Coaching Page.
Free One Page Business Plan Webinars September 9 & 28th – 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:
|
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 9th at 11:15am EDT
- Wednesday, September 28th at 12:30pm EDT
Coaching Pearls Of Wisdom
July 8, 2011 by Simon · Leave a Comment
”When you point a finger at someone, you have three pointing back at you” – Unknown
“You teach best what you most need to learn” – Richard David Bach
“A client will bring you something you have already learned, something that you are learning or something that you need to learn” – Simon Reilly
“Mind can’t be used to seek mind; if it is, even after millions if eons have gone by, the search will still not be over. Suppose that a warrior forgot he was already wearing his pearl on his forehead, and sought for it somewhere else: he might search through the whole world without finding it. But if someone simply pointed it out to him, the warrior would immediately realize that the pearl had been there all the time.” – Huang-Po ( ? – 849 )
“People seldom improve when they have no other model but themselves to copy after.” – Oliver Goldsmith
You Are Not A Bloody Financial Advisor Juke Box!
July 6, 2011 by Simon · Leave a Comment
I jokingly told one of my clients that they are “Not A Bloody Financial Advisor Juke Box!”
This was after my client was explaining that they were not feeling well over the past week while they were working on three large cases at the same time.
I asked them when they were going to get some free time and my client remembered that they had the upcoming weekend free … except for a family reunion … that would be fun … until the subject came up around money and that their family would all want to talk about their investments that they have with my client.
I suggested that my client announce to their family in a jovial way early on at the reunion that “this was a financial advice free zone” at the family reunion and that they all knew the office number and that they would be happy to talk about investments at the office.
-
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:
-
The Brave: A Novel by Nicholas Evans
Recent books:
- 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
- The Book Of Negroes by Lawrence Hill
