Travel Celebration Update 12-15-09

December 15, 2009 by Simon · Leave a Comment

Celebrating I worked Sunday, December 13, 2009. Yes celebrating because Air Canada called at 4pm on Monday and cancelled my 6am Tuesday Nanaimo flight to Sault Ste Marie via Vancouver & Toronto due to weather.

One alternative that was offered was to catch a 6pm Tuesday flight and then a red eye to Toronto and who knows when I would have made it to Sault Ste Marie and this would not do as Wednesday is fully booked with telephone coaching calls. I would not have been in my best shape i.e. the red eye and restless sleep.

Come to think of it, I used to do that, fly to Toronto on a red eye and then speak that same morning.

Celebrating working on Sunday is about making the time to get organized for this week so it was not that big of a challenge when I found out that I had to leave 9 hours early.

Celebrating we have a four wheel drive that made the drive to the Ferry terminal a safe one.

Celebrating Laura is a good driver and that she got home safe after dropping me off at Duke Point / Nanaimo for the Monday 8:15pm two hour and fifteen minute ferry ride to Tsawwassen followed by a 20 minute taxi to a hotel at VYR.

Celebrating it is 8:15am Tuesday and I am at the gate about to board the 9am Toronto flight.

Celebrating that I will I add value to and create new financial advisors relationships in Sault Ste Marie.

Filed under: Personal
Tagged: financial advisor blog, Financial Advisor Coaching, financial advisor elevator speech, Financial Advisor Speaking, Financial Advisor Training

Attention Management Financial Advisor Speaking Testimonial

December 10, 2009 by Simon · Leave a Comment

“Our Advocis Ottawa members told me that you are a wonderful speaker and provide excellent content. You give a straight-talk in your Magnify Your Practice Management With Attention Management presentation with no B.S. and tell it the way it is.”

John Saikaley – Desjardins Financial Security

Advocis Ottawa Program Chair (2009)

Ottawa, ON

Filed under: Financial Advisor Speaking
Tagged: Attention Management, Financial Advisor Coaching, financial advisor elevator speech, Financial Advisor Speaking, Investment Advisor Speaking

Behavioural Mash Up

December 7, 2009 by Simon · Leave a Comment

Behavioural is the operative word when it comes to financial advisor and investment advisor success.

If you don’t have the inherent successful behaviours or you don’t know how to adapt from your natural behaviours to the behaviours of a successful financial advisor or investment advisor you will never be a success.

I titled this blog Behavioural Mash Up because;

One of my Tweets from last week was; How do I learn how to attract high net worth financial and investment advisors? Read books on how financial and investment advisors attract their high net worth clients. I took action and ordered every financial advisor coaching and investment advisor coaching book that I could find.
In the course of my book research, I found and ordered Nick Murray’s;

Behavioural Investment Counselling

Nick’s latest (December 2008) book for advisors is a complete investment advisory paradigm, based on two essential perceptions. First, that the dominant determinant of long-term, real-life return is not investment performance but investor behaviour. Second, that behaviour modification ought to be, in and of itself, an advisor’s value proposition, because great behavioural advice is — at critical moments in an investor’s lifetime — worth so much more than the advisor can ever charge for it. The goal of Behavioural Investment Counselling is to free your practice from the classic excesses of investor emotion: euphoria, panic and performance-chasing.

If you consider Nick’s ideas about investor behaviour, would not the same theory apply to the way financial advisors and investment advisors run their businesses?
In advance of all of the above, I wrote a blog last week called Behavioural Marketing & Sales Characteristics which offers some ideas on how financial advisors and investment advisors can adapt and manage successful behaviours.
This leads me to the concept of Behavioural Time Management. I believe the biggest issue that financial advisors and investment advisors are facing today is Time Management and they have to learn how to adapt their behaviours to get the best use of their time.

Segwaying off of Nick’s words; The goal of Behavioural Time Management is to free your practice from the classic excesses of YOUR emotion: euphoria, panic and performance-chasing.

Filed under: Clear Your Roadblocks
Tagged: financial advisor blog, Financial Advisor Coaching, financial advisor elevator speech, Financial Advisor Training, Investment Advisor Coaching

Chop Wood, Complete Transactions

December 4, 2009 by Simon · Leave a Comment

water Whether it is chop wood, carry water, golf, enjoy your family, create value added relationships with your clients, offering financial advice or completing transactions, if one knows their values and has a vision, purpose and mission one will experience fulfillment.