Leading Advisor Financial Advisor Coaching

Here Is A System To Improve Your Recommendations On LinkedIn

November 14, 2011 by · Leave a Comment 

Here is a system that we just created to simplify receiving Recommendations on LinkedIn.

I believe that clients have far too much on their mind today to stop to take the time to create a LinkedIn recommendation.

Just like asking for testimonials, we have always used this procedure to create these kinds of testimonials.

We have taken the step to another level by writing the following procedure to give our advisor clients that have given us testimonials the instructions on how to imbed their specific testimonial into a LinkedIn recommendation.

I believe that the advisor or coach in our case must make it easier for their client to do the recommendation or it will likely not happen.

Given the strength of our client relationships and the testimonials, the recommendations on LinkedIn should be seamless.

One last thing, as far as do’s and don’ts when asking for Recommendations on LinkedIn …

Make sure the testimonial / recommendations are sincere and from the heart – not canned.

One could make it a goal to get a testimonial / recommendation every two weeks or every month, that way their LinkedIn Profile is being updated.

I don’t believe one can have too many sincere and from the heart testimonial / recommendations.

One thing I know for sure is; I have received an on-mass request ( spam ) for a recommendation and I barely know who the person is – very tacky!

Creating A LinkedIn Recommendation Using Your Testimonial for Simon

Dear Client,

Thank you very much for going out of your way to offer the following testimonial that you have provided me with.

“When I saw Simon first present the One Page Business Plan I immediately knew I could use his help. Every year I have to complete a business plan and I agonize over preparing the details. With his program, it is easy to get started. You can just click on the tabs and put a Business Plan together in a very short period of time. Then, I was lucky enough to have won his book as a door prize. I didn’t have to get very far into his book to realize there was some very powerful material in it that really resonated with me.

Besides having a business plan which is concise and easy to follow, I’m enjoying even more the personal development work we are doing in my coaching sessions. I have always attended motivational speakers, seminars, workshops and have worked with other business coaches but this is a different experience than everything else that I’ve done. Firstly, it is so personalized. Simon works with me – not just a group in a room. Secondly, business roadblocks are always about the psychological side and all the other stuff that gets in our way. His coaching is getting to the inner core, the WHY behind the perfectionism, the procrastination and at times the workaholism, trying to seek the approval of others. I don’t think there’s anybody else touching that.

Simon gives very personalized service: picking out material/exercises that I need to complete to improve. I didn’t realize initially how much material would be here. I love this stuff. Not only that, but Simon is helping me build a good team around me and that is an extra bonus and value for my money.

I find his coaching very helpful and I appreciate having him in my life.”

I am wondering if I can ask you for one more step and that is given that we are connected on LinkedIn, would you be open to offering the same testimonial as a LinkedIn Recommendation?

I have included easy step-by-step instructions to guide you through the process.

In a way, this exercise will be a learning experience that you might be able to model with your own clients.

Thank you,

Simon

Step 1. Here is your Testimonial. Highlight and copy it.

“When I saw Simon first present the One Page Business Plan I immediately knew I could use his help. Every year I have to complete a business plan and I agonize over preparing the details. With his program, it is easy to get started. You can just click on the tabs and put a Business Plan together in a very short period of time. Then, I was lucky enough to have won his book as a door prize. I didn’t have to get very far into his book to realize there was some very powerful material in it that really resonated with me.

Besides having a business plan which is concise and easy to follow, I’m enjoying even more the personal development work we are doing in my coaching sessions. I have always attended motivational speakers, seminars, workshops and have worked with other business coaches but this is a different experience than everything else that I’ve done. Firstly, it is so personalized. Simon works with me – not just a group in a room. Secondly, business roadblocks are always about the psychological side and all the other stuff that gets in our way. His coaching is getting to the inner core, the WHY behind the perfectionism, the procrastination and at times the workaholism, trying to seek the approval of others. I don’t think there’s anybody else touching that.

Simon gives very personalized service: picking out material/exercises that I need to complete to improve. I didn’t realize initially how much material would be here. I love this stuff. Not only that, but Simon is helping me build a good team around me and that is an extra bonus and value for my money.

I find his coaching very helpful and I appreciate having him in my life.”

Step 2. Login to your LinkedIn account and find Simon in your contacts.

 

 

 

 

Step 3. Click on Simon’s contact listing to open his profile and click on Recommend Simon in top right hand corner.

Step 4. Click on Service Provider and fill out the form that opens up. Your testimonial can be pasted into the Written Recommendation.

 

Click Save and you are finished!

 Please note that I have just written this process and we have not launched it yet.

Attend Fearless Referrals For Financial Advisers With Matt Anderson On BrightTALK

June 2, 2011 by · Leave a Comment 

A BrightTALK Channel

Free One Page Business Plan Webinars June 7 & June 23rd – 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 date for the One Page Business Plan(TM) Free Webinars are:

  • Tuesday, June 7th at 11:15am EDT
  • Thursday, June 23rd at 1:45pm 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 moc.r1563675911osivd1563675911agnid1563675911ael@y1563675911llier1563675911l1563675911 and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

  • Tuesday, June 7th at 11:15am EDT
  • Thursday, June 23rd at 1:45pm EDT

The 34 Step Marketing Funnel – Revisited September 2009

September 23, 2009 by · 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.

  1. Choose A Niche
  2. Find A Problem That Needs Solving
  3. Create A Solution Through Your Products & Services
  4. Brand Your Solution
  5. Create An Introductory Letter & Product Sales Pages
  6. Under Promise & Over Deliver To Your Clients
  7. Ask For Referrals
  8. Receive And Publish Client Testimonials
  9. Create A Referral Card
  10. Create A Web Site
  11. Publish An E-Newsletter
  12. Publish A Blog
  13. Write Articles
  14. Create Press Releases
  15. Master Viral Marketing
  16. Create A Speaking Folio
  17. Create A Show Reel
  18. Create CDs & DVDs
  19. Create Blogs
  20. Speak To 50,000 People Within The Niche At Association And Corporate Events
  21. Receive And Publish Speaking Testimonials
  22. Prospect Speaking Opportunities
  23. Get Published By A National Publication Within The Niche
  24. Exhibit At Tradeshows
  25. Write & Publish A Book
  26. Offer The First Three Chapters Of Your Book For FREE
  27. Strengthen Your Team
  28. Create Relationships With Centers Of Influence
  29. Develop Strategic Alliance Partners
  30. Attract Sponsors
  31. Integrate Facebook, Linked In, MySpace, Twitter With Your Blog
  32. Make A “knock ‘em dead” FREE Offer To Become A Client For The First Time
  33. View Your Niche From 35,000 Feet – Don’t Be Afraid To Travel Afar To Your Prospects
  34. Market, Market & Market Your Products & Services… And Never, Never Do A Cold Call Ever Again.

Referrals Revisited

July 8, 2009 by · 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?

Niche Marketing, Referrals, Testimonials With A Branding Spin

June 25, 2009 by · 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.

Financial Advisor Referrals

April 20, 2009 by · Leave a Comment 

Does A Financial Advisor Appear To Be Too Needy When They Ask For Referrals?

Today is a Buffer Day to get sorted out for the rest of the week that includes a Teleconference Call with Duncan McPherson on Tuesday about how to ask for referrals, speaking at The IFB in Calgary on Wednesday and the rest of the week is back to back financial advisor coaching calls.


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