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

39 Blocked

September 14, 2009 by Simon · Leave a Comment

A car is picking me up for the airport and I will be traveling until 8pm ET today to North Bay, Ontario so e-mail will be returned on Tuesday.

week at a glance 001 Here is a picture of my Week At A Glance “Timanager” Action Planner for the week of September 13^th – 20^th that includes all of my travel, coaching, speaking, personal activities and time blocks for projects work that are listed below ( time blocks = X for travel time and hotel room time that can be used for project work ).

One can go from “I have too much to do” and “I have no time” to “look at all the time that I have this week on the road to complete creative projects!!!”

I’m on the road this week to speak at Advocis North Bay, Ontario and Advocis Kingston, Ontario on Wednesday and Thursday. I’m flying Monday to acclimatize to ET and flying home on Friday afternoon.

Aside from the speaking and a few client calls this week, because it is a telephone coaching off week, I have 39 Hours of Block Time that I can invest in the following creative projects;

Projects

Speaking PowerPoint Upgrade & Prep
Speaking Camera Dry Run
Optimism Research
Market The Clear Your Roadblocks Coaching GYM
Film Speaking Presentations For Show Reel Footage
Schedule Appointments With Speaking COIs
E-Mail To Invite Participants To The Clear Your Roadblocks Coaching GYM
Follow Up MDRT Vancouver 2010
Associate To The Sales Goals That We Wish To Attract
Sales Page For The Leading Advisor Clear Your Roadblocks Workshop & GYM
Sales Page For One On One Coaching & The Clear Your Roadblocks Coaching GYM
Article On “Free”
Upgrade The Leading Advisor Clear Your Roadblocks Private Web Site for participants of The
Clear Your Roadblocks Coaching GYM
Order Camtasia
Work With Kim Black On Marketing & Web
Mind Map Facebook, LinkedIn, MySpace and Twitter And Upgrade Same
Reflect On Marketing & Sales Training For Laura
Decide On IFB Fall Speaking

Routine

Client E-Mails
Team E-Mails
Blog
Give Thanks

Filed under: Vision & Planning
Tagged: Advocis, business plan, business skills, business strategy, Financial Advisor Business Coaching, Financial Advisor Coach, Financial Advisor Coaching, 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, financial planner speaker marketing, financial planner speaking, financial planner speaking marketing, Financial Planner Training, goal setting, how to achieve success, IFB, Investment Advisor Coach, Investment Advisor Coaching, Investment Advisor Speaker, Investment Advisor Speaking, leadership, MDRT, Million Dollar Round Table, professional development systems, professional growth, s.m.a.r.t. goal setting, smart goal setting, strategic planning, The Independent Financial Brokers Summit, time management plan, vision business

Every Day Is A Presentation, Just Like The MDRT

August 21, 2009 by Simon · Leave a Comment

turtle I just reflecting that whether I’m coaching, speaking or writing, every one of these is a presentation in some way shape or form.

Coaching includes reading the notes from a previous conversation, Speaking can include an interview with the Advocis Chapter President or Advocis Program Chair in advance of speaking at an Advocis Chapter to find out what the audience wants to hear about and Writing can include writing out a description of a speaking presentation.

It’s 7:45am Thursday, August 20^th and I’m sharing what I am doing to qualify to speak at the MDRT in Vancouver in June 2010.

There are many qualification steps to speak at the MDRT and I have been suggested as a potential speaker and this was created by way of a referral which had to pass through a committee to get to the place that I am in right now in the process.

The next steps include a telephone interview with The Program Committee Captain which is today at 1pm.

The interview is to discuss my interest, a discussion of my proposed presentation and to answer any question that I may have.

I have not spoken since June 17^th so here are my notes to help me to get focused on the presentation that I would like to offer to the MDRT.

Clear Your Roadblocks

Tag Lines;

Increase Your Referrals By 1000%
Understand and Eliminate The Plateauing Out Syndrome
Attract More High Net Worth Clients With Less Effort

Positioning Statements

Most people do not know what their values are
Values are what pull you forward, ignite your passion and your vision, plan and goals
Many advisors have no written vision, business plan, marketing plan or goals
Many advisors agree that asking for referrals is the best way to build their business
A survey indicated that 10 – 15% of advisors actually ask for referrals

Why?

Advisors and others suffer from The Unmet Needs Disease
When one has Unmet Needs, they have Negative Beliefs and Negative Emotions
The Unmet Need of approval is the Roadblock that prevents an advisor from asking for a referral and fuels Negative Beliefs like “the client may say no” or “I might make a mistake with the referral and I may lose the client as a result” and these in turn fuel Negative Emotions like anxiety and fear.

Values are like turtles, they only come out when it is safe. Unmet Needs not only fuel Negative Beliefs and Negative Emotions; Unmet Needs will eventually sabotage values, vision, plans and goals.

The Clear Your Roadblocks presentation helps advisors to understand and clear their Unmet Needs, Negative Beliefs and Negative Emotions and gives them the strategies to;

Redefine their Values
Create a Vision
Set 90 Day Goals
Maximize Time
Empower Their Teams
Delegate More
Attract High Net Worth Clients
Ask for and receive Referrals
Create a Brand
Focus on A Niche Market
Receive Testimonials
Increase Their Sales By 25%
Ignite their Passion & Inspiration like never before

Filed under: Financial Advisor Speaking
Tagged: Advocis, Financial Advisor Speaker, financial advisor speaker marketing, Financial Advisor Speaking, financial advisor speaking marketing, financial planner speaker, financial planner speaker marketing, financial planner speaking, financial planner speaking marketing, MDRT, Million Dollar Round Table, professional speaker

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

June 2009 Leading Advisor’s Financial Advisor Speaking Update

June 16, 2009 by Simon · Leave a Comment

Don’t Delay, We Have Limited Space for September – November 2009.We are adding value to Advocis Chapters from coast to coast.Please keep Simon Reilly in mind for your next financial advisor conference or education day.

Advocis Toronto	June 2009
Advocis North Bay Chapter	Sept. 2009
Advocis Kingston Chapter	Sept. 2009

“The Sales Congress was one of the better ones we had. Finishing off with you definitely put the icing on the cake. It made for a very worthwhile Sales Congress.

I just came from a presentation with Bill Clinton, and you are a better speaker and you have much more energy and emotion.

I was very impressed with your energy level, and how you related to the advisors and how you connected with them in a very short period of time. I personally know most of the advisors who were in attendance and this was confirmed by their comments, their attention to your speaking, and their written testimonials. In hindsight, I would have had you speak for the full morning.

Your insights about “defining your values”, “emotionally retired” and “reinvention” captivated me, and I’m looking forward to reading your book.

Next time you are out to speak, you definitely will be one of the 3 speakers I book; if not just Simon Reilly for the entire Sales Congress!”

Tony Joyce – Freedom 55 Financial
Advocis Newfoundland and Labrador President (2009)
St. John’s, NL

Click Here for our 2009 Financial Advisor Speaking Schedule

Click below for information on two of our newest financial advisor speaking presentations:

IFB Toronto Testimonials May 2009

“It was very inspirational, with real life lessons in your presentation.”
Patty Randhawa
USC Education Savings Plans Inc.

“To the point, inspirational speaker with eye opener material. Great material on the elevator speech and parable.”
Robert Brunet
Brunet Insurance

“Animated, emotional with practical advice. Simon offers a new perspective – using personal experience and overcoming fears.”
Elaine Berry
Bryson & Associates

“Real human connection with the audience.”
Ivan Wismer
Lakeshore Financial

“Great insights on getting referrals for business.”
Henry Berglez
HB Financial Serivces

“Simon actual understand the challenges we face as Financial Advisors. What I really loved, was that Simon provided us with actual answers that I can apply immediately.”
Smita Patel
Impact Insurance Brokers

“Your material is so informative and insightful. Great ideas on the elevator speeches, and how to ask for referrals.”
Byron H. Davies
Davies Financial Inc.

“Clever, practical tips I can put to use right now. Loved the elevator speech exercise.”
Lisa Andreana
Continuum II

“A simple means of inspiration to complete the financial planning process with existing clients, along with an actual means of developing the elevator speech.”
Bill Gow
Investment Planning Counsel

Advocis Newfoundland Chapter Sales Congress Testimonials May 2009

“It opened my mind to my hopes and recognized my fears but inspired me to persevere. A renewed commitment to purpose and focus.”
Cyril Rogers
London Life

“Ideas and energy, and passion. I really liked the ideas that were presented. Great values presentation. The unmet needs concept is new and I will definitely follow up on this.”
Lowell Bonnell
Ryco Financial

“Great energy, and concepts. Best examination of beliefs and values that I have ever seen.”
Michael Kidney
Great West Life

“I came away with a real feeling of excitement and passion about the business that I am in.”
Marcus Penney
Freedom 55 Financial

“Great ideas and energy, and passion. I really liked the ideas that were presented. Great values presentation.”
Lowell Bonnell
Ryco Financial

“Made me realize that unmet needs should NOT determine my happiness or goals in life.”
Freeman Nannam
Hannam Insurance Services

“Internal focus on what prevents me from achieving my goals. The focus on the psychology behind why we do what we do.”
Andrew Dixon
Freedom 55 Financial