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

Filed under: Clear Your Roadblocks, Communication & Team Building, Customer Service, Sales & Marketing, Vision & Planning
Tagged: 2009 business plan, advisor training, business building, business coach, business plan, business skills, business strategy, Clear Your Roadblocks, Financial Advisor Business Coaching, Financial Advisor Coach, Financial Advisor Coaching, financial advisor delegation, financial advisor life insurance coaching, Financial Advisor Marketing, Financial Advisor Training, Financial Planner Coach, financial planner coaching, financial planner delegation, financial planner marketing, Financial Planner Training, how to achieve success, leadership, marketing plan development, marketing tips, professional development systems, professional growth, roadblocks to success, strategic planning, time management plan, vision business

Live Practice Visits ~ Jul – Dec 2009 Vision From 35,000 Feet & The Tarmac

June 18, 2009 by Simon · Leave a Comment

tarmac 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.

Filed under: Clear Your Roadblocks, Vision & Planning
Tagged: 2009 business plan, advisor training, business building, business coach, business plan, business skills, business strategy, Clear Your Roadblocks, Financial Advisor Assistant Hiring, Financial Advisor Business Coaching, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Hiring Coaching, financial advisor life insurance coaching, Financial Advisor Marketing, financial advisor speaker marketing, Financial Advisor Training, Financial Planner Coach, financial planner coaching, Financial Planner Training, how to achieve success, leadership, marketing plan development, marketing tips, professional development systems, professional growth, roadblocks to success, strategic planning, time management plan, vision business

Life Insurance Lessons Learned From Past Economic Downturns

April 30, 2009 by Simon · Leave a Comment

I’m writing a presentation on this subject. The Six Degrees Of Life Insurance Connection.

Does anyone have any ideas, insights or wisdom that they can share about what they have learned from their experience in past economic downturns as it relates to life insurance sales?

Thanks for your help.

Filed under: Sales & Marketing
Tagged: financial advisor life insurance coaching

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