Accelerate Your Healing

October 6, 2009 by Simon · Leave a Comment

gas mask I’ve had the odd client with the flu over the course of the past five weeks. Not sure if it is the H1 N1.

I remind them that they have an inherent and powerful immune system that works 24 hours a day without them even thinking about it and it is my belief that they can magnify their immune system’s powers by consciously triggering and magnifying its power.

I talked with Chris Barrow in the UK a couple weeks back about what’s going on over there.

The dental clients that he works with and the financial advisors that he knows are having excellent years because they have a vision, business plan and goals while the average person is struggling.

I asked if he was noticing a lot of people in airports wearing viral masks as I am curious as I am traveling a lot over the next two months and wanted to find out what the lay of land looks like.

“We were wearing viral masks two months ago and they have all been thrown away … nobody is dying, if a person has a healthy immune system and they use common sense they will be OK.

We have just gone through the anniversary of the start of the Second World War.

Everyone thought that we were going to be bombed and gassed.

The government shipped over a million children from the cities to board with families out in the country and issued gas masks to everyone in the cities.

By December, the children had all found their way home and the gas masks where all in the rubbish.”

Filed under: Clear Your Roadblocks, Sales & Marketing, Vision & Planning
Tagged: business building, business coach, business plan and goals, business skills, business strategy, coach, Financial Advisor Coaching, Financial Advisor Marketing, financial advisors, strategic planning, vision

False Expectations Appearing Real

September 30, 2009 by Simon · 1 Comment

You have no doubt heard this example of an acronym for FEAR;

F alse
E xpectations
A ppearing
R eal

As long as you give tse false expectations power by focusing on them, they will become real as The Law Of Attraction is absolute, you attract what you focus on or as John Kehoe said; “thoughts are real forces”.

How can one focus on there vision when dominated by what might happen?

Where there is no vision, the people perish. – Proverbs 29:18

Everyone has a unique vision or calling and this is unavoidable. You have two choices; fulfill your unique vision or calling or become the living dead, living your life and business life, day to day just hoping to get by. Why do we avoid our unique vision or calling?

F alse
E xpectations
A ppearing
R eal

Fearing that the granddaddy of all unmet needs, that the unmet need of worthiness and our unique vision or calling will not be good enough.

One thing to know about fear; “Fear reaches only to the point when the unavoidable begins; from there on, it loses its meaning. And all we have left is the hope that we are making the right decision.” – Paulo Coelho – The Fifth Mountain

You have three choices, to hope for; to Thrive, Deny or Survive. You will create whatever you focus on.

“We are all in the gutter, but some of us are looking at the stars” – Oscar Wilde

Filed under: Clear Your Roadblocks
Tagged: Financial Advisor Business Coaching, Financial Advisor Coach, Financial Advisor Coaching, financial advisor life insurance coaching, Financial Advisor Marketing, Financial Advisor Speaker, financial advisor speaker marketing, Financial Advisor Speaking, financial advisor speaking marketing, Financial Advisor Training, Financial Planner Coach, financial planner coaching, financial planner marketing, financial planner speaker marketing, financial planner speaking, financial planner speaking marketing, Financial Planner Training, Investment Advisor Coach, Investment Advisor Coaching, Investment Advisor Speaker, Investment Advisor Speaking

The 34 Step Marketing Funnel – Revisited September 2009

September 23, 2009 by Simon · Leave a Comment

With the DNC List Legislation (Do Not Call List ), we all have to think of more creative ways to eliminate cold calls while working with niche marketing at the same time.

Yes this list looks intimidating. It looked that way to me five years ago. There is an expression that; “If they can’t find you on Google, you don’t exist”.

To get your name to the top page on Google, all you have to is point number 13 on the following list and have the articles publish in the publications that your niche is reading.

Choose A Niche
Find A Problem That Needs Solving
Create A Solution Through Your Products & Services
Brand Your Solution
Create An Introductory Letter & Product Sales Pages
Under Promise & Over Deliver To Your Clients
Ask For Referrals
Receive And Publish Client Testimonials
Create A Referral Card
Create A Web Site
Publish An E-Newsletter
Publish A Blog
Write Articles
Create Press Releases
Master Viral Marketing
Create A Speaking Folio
Create A Show Reel
Create CDs & DVDs
Create Blogs
Speak To 50,000 People Within The Niche At Association And Corporate Events
Receive And Publish Speaking Testimonials
Prospect Speaking Opportunities
Get Published By A National Publication Within The Niche
Exhibit At Tradeshows
Write & Publish A Book
Offer The First Three Chapters Of Your Book For FREE
Strengthen Your Team
Create Relationships With Centers Of Influence
Develop Strategic Alliance Partners
Attract Sponsors
Integrate Facebook, Linked In, MySpace, Twitter With Your Blog
Make A “knock ‘em dead” FREE Offer To Become A Client For The First Time
View Your Niche From 35,000 Feet – Don’t Be Afraid To Travel Afar To Your Prospects
Market, Market & Market Your Products & Services… And Never, Never Do A Cold Call Ever Again.

Filed under: Sales & Marketing
Tagged: elevator speech, Financial Advisor Business Coaching, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Marketing, financial advisor newsletter, Financial Advisor Referrals, Financial Advisor Training, Financial Planner Coach, financial planner coaching, financial planner marketing, Financial Planner Training, Investment Advisor Coach, Investment Advisor Coaching, marketing plan development, marketing tips, Newsletter, niche marketing

Getting Over Your August Appointment Setting Roadblock

July 30, 2009 by Simon · Leave a Comment

John, It’s Simon from XYZ Financial and I know you are probably busy with the summer … we have been in touch about building your wealth and protecting your assets and I know that this is important to you so given we are in the lazy days of summer it may be a good time for us to get together or if not, book an appointment now for September so that it does not fall through the cracks.

Which works best for you?

August or September?
Mornings or Afternoons?

– You get the point.

Begin with a Clear mind.

A Clear mind is what our coaching clients experience because they are free of The Unmet Needs Disease.

With high energy and practiced high energy script right out of the gate you will fill you book with appointments and hit the ground running in September.

Click Prospecting While Peaceful, Placid & Private for additional insight.

Filed under: Sales & Marketing
Tagged: business building, business strategy, Financial Advisor Business Coaching, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Marketing, Financial Advisor Training, Financial Planner Coach, financial planner coaching, financial planner marketing, Financial Planner Training, marketing plan development, marketing tips

Working Weekend Confession

July 11, 2009 by Simon · Leave a Comment

It’s Saturday morning and I’m confessing that I’m likely going to be working Saturday and Sunday mornings/early afternoons and I’m just taking a moment to celebrate the successes that we are experiencing … at the same time, this writing will spur me on as it is sunny and going to be near 30° C today.

I’m working completing a workshop, PowerPoint, workshop manual and coaching gym for delivery on July 16^th.

Even though I’m working the weekend, I’m truly inspired for a number of reasons;

Laura’s Mom Helen is here for a weekend visit
I laid off of writing what is going on with us in business and personal blogs for the entire week and all the business blogs are already written for next week
A Staycation from June 29^th – July 3^rd and enjoyed; barbeques, boating on Sprout Lake, cycling, mini golf, peace of mind, puppy class, walking Shadow, visiting my Mom Irene and yoga – click here for Staycation Pics
Completely on track with our vision
Ended the week by Emptying My Head and office cleanup
Robert Gignac of Wealth Is A State Of Mind is coming to visit us on Monday afternoon and a messy office would not do
Bob personally referred us to the MDRT for Vancouver 2010
Jeff Comiskey of Succession Strategies Inc. and Advocis London Chapter President referred us to six other Ontario Advocis Chapters
An exceptional week of coaching calls and we are doing more and more consulting work
Reminded to re-visit Dragon Voice Recognition Software after putting it aside five years ago … this is spurred on with receiving a Coaching Call Client Prep Form from a client that was done in Dragon
Reminded to re-visit Skype after putting it aside a few years ago after receiving a client call from Europe
A new client started
Financial Advisor Speaking Update sent to Life Insurance and MGA Companies
Booked Advocis Trail, BC and London, ON for financial advisor public speaking
A July 15^th breakfast meeting booked in Vancouver with two COI’s from a national financial advisor firm that can sponsor financial advisor public speaking, workshops, manager coaching and financial advisor coaching

Best of all, the work on completing the workshop, powerpoint, workshop manual and coaching gym for delivery on July 16^th which we are doing with Kim Black, our Coaching IT Master is preparing the foundation for us to launch a public financial advisor coaching gym that includes;

Unlimited E-Mail Access to Simon Reilly
E-Lessons
Audio Lessons
Monthly ¼ Hour Phone Call with Simon Reilly that can be booked using and automated appointment booking on-line software
Monthly group coaching calls
E-Coaching Follow Up to your E-Lessons, E-Mails and Progress Reports – this means I am with you every step of the way reading your E-Lessons, E-Mails and Progress Reports and Responding with; Articles, E-Lessons, Feedback, Forms, Insights and Tough Love
Weekly Progress Report ( Automated )
A Private On Line Forum

We are hoping to launch a Free Beta Version in our July E-Newsletter for the month of August to create a September Strong Start.

Filed under: Personal
Tagged: Advocis, Financial Advisor Business Coaching, Financial Advisor Coach, Financial Advisor Coaching, financial advisor life insurance coaching, Financial Advisor Marketing, Financial Advisor Speaker, Financial Advisor Speaking, Financial Advisor Training, Financial Planner Coach, financial planner coaching, financial planner marketing, financial planner speaker, financial planner speaking, Financial Planner Training, MDRT, Million Dollar Round Table

Referrals Revisited

July 8, 2009 by Simon · Leave a Comment

I grew up in a household that believed in taking care of what matters … I believe I have a fiduciary responsibility to help my clients to grow their investments and to insure that their investments are well taken care of … at the same time I believe I have a fiduciary responsibility to take care of their family, friends and associates …

If you were going to describe me and my products and services to someone, what would you say?
What do you like best about working with me?
What do we do for you that you didn’t expect?
What can we do to improve my service?
Who can you introduce us to that will appreciate the same kind of products and services?
Wait 3 seconds …
Do you know what, most of the time when I ask this question, a person doesn’t come to mind but when I call back in ten days to two weeks, someone always crosses a person’s path.
Is it OK if I call you back in ten days to two weeks to follow up?

Filed under: Sales & Marketing
Tagged: advisor training, business building, Financial Advisor Business Coaching, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Marketing, Financial Advisor Referrals, Financial Advisor Training, Financial Planner Coach, financial planner coaching, financial planner marketing, Financial Planner Training, marketing plan development, marketing tips

Niche Marketing, Referrals, Testimonials With A Branding Spin

June 25, 2009 by Simon · Leave a Comment

Make a list of your best clients based on; you like them, they have a strong association or business/corporate network

Ask them;

What do you do best?
What do you do for them that they did not expect?
What do you need to do to improve your service? (If there is a service requirement, complete it.)
If they were going to describe you and the products and service that you offer to someone, how would they describe you and the products and service that you offer? (Write the answers to these questions down and then e-mail the client with what you wrote asking their permission to share their words with any new prospects that you may be talking to.)
Who do they know that would appreciate the same kinds of products and services that you offer?

I believe that the answers to these questions will also give you your branding message and the reason that I say this is I was working with an Advocis Chapter President three to four years ago and I provided him with a dry run of my speaking presentation and he told me that I should call it “Removing Your Roadblocks To Success” which became “Clear Your Roadblocks To Success”.

Go back to your list of your best clients based on; you like them, they have a strong association or business/corporate network

Sort them by their association or business/corporate network.

Examine your research and;

Determine the largest group of clients by association or business/corporate network. It does not take a large group. I started with seven financial advisors.

Attend functions, meetings and tradeshows in the same association or business/corporate network, network and gather information about the things that are going on in the association or business/corporate network, find out what their problems are – think of ways that you can help them using your expertise.
Read material about the association or business/corporate network and gather information about the things that are going on in the association or business/corporate network, find out what their problems are – think of ways that you can help them using your expertise.
Write articles about the association or business/corporate network adding in the experience that you have to offer creating solutions to the problems that they are experiencing.
Contact a list broker and purchase a list of prospects within the association or business/corporate network.
Send your articles to the people on the list every 6 – 8 weeks.
Distribute the articles to the people that you run across in the association or business/corporate network functions, meetings and tradeshows.
Call the list of the business people that have been receiving your articles after they have received 3 – 4 articles.

Chances are, the value that you create in the articles will influence the prospects to call you.

One last thing, there is no such thing as an overnight success … this process takes time and if you are patient, you will get results.

* * *

It is 5:30pm on Wednesday evening and I’m off to couples Yoga with Laura at 6:30pm and I am still tired after having gotten to bed at midnight on Tuesday night after coming back from Kelowna from the Live Financial Advisor Practice Visit.

I’m pretty much back to back with calls on Thursday but Friday is wide open and a blessing as I need to catch up on things from being on the road and to finish the week as I want to take next week off.

Filed under: Sales & Marketing
Tagged: Advocis, Financial Advisor Business Coaching, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Marketing, Financial Advisor Referrals, Financial Advisor Training, Financial Planner Coach, financial planner coaching, financial planner marketing, Financial Planner Training, marketing plan development, marketing tips, niche marketing