Here’s Our List Of What We Have To Give Thanks For January – June 2011
July 5, 2011 by Simon · Leave a Comment
Giving thanks follows the notion of what gets measured, gets done and improved.
Personal
- A Loving Relationship
- Booked 10 Day British Virgin Islands Catamaran Sailing Holiday For January 2012
- Booked A Weekend Yoga Retreat On Salt Spring Island At The End Of July – this is for one of two Staycation weeks at the end of July and August
- Celebrated 5th Anniversary Of Move To Parksville – that is a picture looking North East from Parksville
- Going To Yoga 3 – 4 Times Per Week & Lost 13 Pounds & Dropped One Pant Size – the picture is of me doing a handstand at a Yoga Retreat
Hanging Baskets Purchased- Laura I Went To Nuevo, Mexico For A 1 Week Holiday In April
- New Suits Purchased – Letterman is still wearing three button suits, but they tell me that two buttons have been in style for a while so I must update the financial advisor speaking uniform
- Reading Fiction Books Again & Titles Include; Any Known Blood, The Book Of Negroes, The Outlander, The Shadow Of The Wind
Vision & Planning
- Using The One Page Business Plan To Help To Create The Following …
Computer
- HP Laptop c/w Windows 7 Purchased
- Research Ongoing For Tablet PC
- Using DropBox
- Using GoToMeeting For One On One Telephone Coaching & One Page Business Plan Webinars
Financial
- 2011 Budget Updated
- 2011 / 2012 Prices Calculated
- Monthly Budget Cash Flows completed & combined with implementation & execution of Sales Activity Calculator
Marketing; Advertising, CRM, Direct Mail, Referrals, Speaking
- 14 Financial Advisor Speaking Presentations Completed for Advocis, Edward Jones, Independent Financial Brokers Summit and Pro-Seminars
- 7 Financial Advisor Speaking Presentations Booked For Second Half Of 2011
- Large Canadian Corporate Speaking Clients Secured
- Large USA Corporate Speaking Client Qualification Process Well Underway
- Maximizer Upgrade To Enterprise Version
- Referral Process Improved With Our Clients & More Referrals Come In
Social Media 1.0; Article, Blog, Book, E-Newsletter, Show Reel, Website
- 2000 – Curing The Unmet Needs Disease Books Published
- 1893 – Blogs Published
- 79 – E-Newsletters Published
- 1899 – E-Newsletter Readers
- Upgrading From A-Weber To New E-Newsletter Software
Social Media 2.0; FaceBook, LinkedIn, Twitter, YouTube
- Invited To Present On BrightTALK & Thought Leadership Live
- Invited To Present On SeminarStreams
- Social Media Plan Written & In Action Working With Social Media Virtual Assistant Liz Urichuk
- Made the Top 5 and the #2 Spot in Advisor.ca’s Name That Visionary Contest
- 36 – FaceBook Fans On FanPage – due to financial advisor profession compliance rules, this demonstrates that financial advisors are reluctant to use FaceBook
- 374 – LinkedIn Connections
- 180 – Twitter Followers
- 84 – Twitter Following
Office
- New Shelving Installed
Product
- 27 Financial Advisor One Page Business Plans Completed
- Client Retention Increase Significantly
- One Page Business Plan Power Point created and delivered multiple times
- One Page Business Plan Power Point Submitted To Advocis / CLU For CE Accreditation
- One Page Business Plan Webinar created and delivered multiple times
- Practice Management Deliverables Identified For; Articles, Audio Blogs, Blogs, Coaching Program, E-Newsletter, Offers, Vlogs, Web Upgrades
Customer Service
- Client Welcome Package Improved With Practice Management Assessments
Sales
- Sales up 44% Over 2010
Team
- Working with three Expert Virtual Assistants / Consultants In The Areas Of; Administration/ Marketing, Social Media & Website – instead of on-site assistant
Training
- OBM Academy Social Media Strategy and Management Training
- Received Senior One Page Business Plan Consultant Designation.
Free One Page Business Plan Webinars September 9 & 28th – 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 dates for the One Page Business Plan(TM) Free Webinars are:
|
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 lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.
- Friday, September 9th at 11:15am EDT
- Wednesday, September 28th at 12:30pm EDT
Does Blogging Work To Increase Your Ranking On Google?
June 21, 2011 by Simon · Leave a Comment
My friend Pat introduced me to the One Page Business Plan in October of 2009 and Pat took me through the One Page Business Plan process as part of his One Page Business Plan training.
Pat told me that the One Page Business Plan was going to change my business and it has.
I liked the One Page Business Planning Process so much I went ahead and started the One Page Business Plan Certification Training in August on 2010 and received my Senior One Page Business Plan Consultant designation in the Spring of 2011.
At the writing of this blog, I’ve helped over 50 financial advisors complete their One Page Business Plans and presented the One Page Business Plan to both on-line Webinar and live audiences receiving these reviews.
I started blogging about the One Page Business Plan back in the Fall of 2010 and soon after I checked to see where Leading Advisor came up on a search on Google for the One Page Business Plan and we were way down on page 10.
This spring I checked again and did a search on Google for the One Page Business Plan and we were on page 6.
I just checked and we are now on page 3.
Free One Page Business Plan Webinar 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 Webinar is:
|
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 lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.
- Thursday, June 23rd at 1:45pm EDT
Useful Tips To Increase The Level Of Interest / Closing Ratio At Your Next Seminar
April 15, 2011 by Simon · Leave a Comment
I’ve done hundreds and hundreds of financial advisor speaking presentations and received loads of testimonials and submitted “forms of interest” at the end of my financial advisor speaking presentation.
Using the speaking script that I use; here is a script that I wrote for one of my clients where their partner was introducing them.
Make your introduction and closing as brief and to the point as possible.
Make it about the needs of the audience, not about you.
Introduction
Thank you and welcome to ( your company name or title of your event like; Clear Your Roadblocks or The One Page Business Plan ).
I’m ____ ( your name ), the _____ ( your title ) ____ of ____ ( your company ) ____ and I’m proud to have the opportunity to introduce my business partner ________.
We are here for those of you that believe in the value of having a plan, protecting your assets and creating a legacy.
Before I introduce ______, let me take a few moments to share a few words from like minded individuals like yourslef, clients of ours that share the same values of having a plan, protecting your assets and creating a legacy.
• Read Testimonial 1
• Read Testimonial 2
• Read Testimonial 3
( To create the testimonials, ask the following questions in advance: What do you like best about working with me? What have you received that you did not expect? )
If you are someone that believes in the value of having a plan, protecting your assets and creating a legacy … I am going to draw your attention at the end of ______’s presentation to a way that you can let us know that you would like to have a conversation with ______ to help you to have a plan, protecting your assets and creating a legacy.
Close
Thank you very much for taking the time to attend ______’s Presentation on ____ ( title ) _____.
I would like to draw your attention to the Handout Form that you have on your seats and I’d like to invite you to fill out your name, phone number and e-mail address.
Please note that there are two boxes to check off:
__ Yes! Please send me a copy of your monthly newsletter along with a copy of the presentation notes.
__ Yes! Please contact me for an appointment with ______ to discuss creating a better plan to protect my assets and create a legacy.
The New Definition Of Insanity In The New Normal
March 15, 2011 by Simon · Leave a Comment
Before The New Normal this was the definition of insanity.
“The definition of insanity is doing the same thing over and over and expecting different results.” - Benjamin Franklin
Here’s my definition of insanity in The New Normal.
“The definition of insanity is doing the same thing UNCONSCIOUSLY over and over BY YOURSELF and expecting different results.”
Free One Page Business Plan Webinars March 16th & 22nd – Register Now!
|
Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinar 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 dates for the One Page Business Plan(TM) Free Webinars are:
|
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 Webinar:
Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.
- Wednesday, March 16th at 1:00pm EDT
- Tuesday, March 22nd at 4:15pm EDT
The Oscar’s Demonstrate That Speaking Is The Winner Over Social Networking
February 28, 2011 by Simon · Leave a Comment
Based on the following Oscar results from last night’s Academy Awards and the following Financial Advisor Marketing Survey, speaking is the clear winner over social networking.
The King’s Speech
- Best Actor
- Best Director
- Best Picture
- Best Original Screenplay
- Best Adapted Screenplay
- Best Film Editing
- Best Original Score
Honestly, there is no clear winner because one requires both speaking and social networking for marketing success.
Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!
Dear All,
I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.
The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.
There are two ways I could have played this:
- Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
- Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!
Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.
Honestly, it would cost tens of thousands to receive the exposure that this poll can create.
So I’m asking for your help.
The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.
Again, why am I asking?
■ The exposure is absolutely great for my professional career development
■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages
■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors
■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied
To vote CLICK HERE.
Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.
If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.
To vote CLICK HERE.
Celebrating My 6th Year Of Blogging & 1790 Blogs!
February 25, 2011 by Simon · Leave a Comment
Today marks the 6th Anniversary since I started blogging along with my 1,790th blog.
When we started out working exclusively within the financial advisor niche we would knock on doors and the reply was; “Who’s Simon Reilly”?
Honestly we couldn’t get a look in past the gate keeper.
I kind of felt like a person that introduced themselves to me at my first Anthony Robbins’ event in 1989 at The 5th Avenue Theatre in Seattle as a JAFR … Just Another Frigging Realtor.
Back in those days ( 1989 ), personal development was still the next big thing which was followed by coaching becoming the next big thing in 1994.
The days of “anyone that can fog a mirror can become a coach” are long gone and it takes commitment, consistency, contribution and conviction and drilling deep into a niche market to be seen as a recognized coaching expert through speaking and writing to reach high above the cloud of the competition.
Social media appears to be the next big thing.
I see myself as an accidental social media expert with my social media journey contributing to the financial advisor profession starting in December of 2004 with the launch of our Leading Advisor Website along with my Plan * Play * Profit monthly E-Newsletter followed by the launch of my daily blog in February of 2005.
Six years ago was a long time ago when I had no clue about the social media juggernauts that have turned out to be the big three of LinkedIn, Facebook and Twitter starting in 2002, 2003 and 2006 respectively.
In the early days of our web site, I guess you could say that I was old school adopting “if it is going to be, it is up to me” when I came to realize that while SEO gave me top Google rankings in the following categories, it was not giving me the calls and e-mails that I was expecting; “financial advisor coach”, “financial advisor coaching”, “financial advisor speaker”, financial advisor speaking” and “financial advisor training”.
The financial advisor profession, along with working with high net worth financial clients requires a consultative face to face sales approach and it isn’t going to happen because of your latest Tweet. It is about STP! See The People!
So with “if it is going to be, it is up to me”, I set out six years ago to STP and at the same time offer invitations to my web presence through speaking coast to coast in Canada & the USA at financial advisor conferences and tradeshows.
I’ve spoken at over 170 of the who’s who of financial advisor conferences and tradeshows that include; Advocis, Canada Life, Independent Financial Brokers, Manulife, NAIFA, Pro Seminars, The Million Dollar Round Table, and my speaking schedule for 2010 included speaking main stage for the best of the best including; Great West Life, HUB Financial, London Life and Sun Life.
We contribute by supporting the financial advisor profession as members of Advocis ( The Financial Advisors Association of Canada ) , the IFB ( The Independent Financial Brokers of Canada ) and NAIFA ( The National Association of Insurance and Financial Advisors ).
Along the way I’ve been written about in the Advocis Forum Magazine, Advisor.ca, NAIFA-Iowa’s Monthly Magazine and The Investment Executive. I am currently one of the top ten finalists in Advisor.ca’s ‘Name That Visionary Contest’ as voted on by their readers.
And speaking of writing, social media has helped me to find my speaking voice and my writing voice to publish my first book called, Curing The Unmet Needs Disease, and my second book is ready to be published entitled, Breaking Through The Plateauing Out Syndrome.
So with six years into social media, I am still a novice with having spoken to 15,000 – 20,000 financial advisors that narrows down to a Plan * Play * Profit monthly E-Newsletter readership of about 10%.
Our social media journey continues to improve working with Liz Urichuk as our Social Media Manager and we look forward to strengthening our relationships with the our web and speaking contacts through FaceBook, LinkedIn and Twitter.
At this stage of drilling deep down into a niche through speaking combined with social media I’m celebrating that we are now knocking on the doors of financial advisor corporates and financial advisors and we are being invited in for a conversation.
Oh yes, there is the odd time that we receive e-mails like this one from Australia, Canada, the UK, and the USA from social media; “I’ve been reading your E-Newsletter and Blog for about a year and a half off and on and I’d like to have a conversation with you.”
After 6 years in social media it is clear to me that the financial advisor profession, not unlike any other profession, requires a consultative sales process that requires face to face and or telephone contact to create the sales.
Don’t fool yourself into thinking that social media is going to replace the consultative face to face and or telephone contact that is required to create the sales in your niche market … social media is just another tool and it is not the next big thing.
What is the next big thing?
There is no next big thing.
Nothing works.
What works is you working what works – STP – spend more time to see the people, versus key the people!
Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!
Dear All,
I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.
The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.
There are two ways I could have played this:
- Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
- Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!
Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.
Honestly, it would cost tens of thousands to receive the exposure that this poll can create.
So I’m asking for your help.
The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.
Again, why am I asking?
■ The exposure is absolutely great for my professional career development
■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages
■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors
■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied
To vote CLICK HERE.
Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.
If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.
To vote CLICK HERE.
Thank You To The Elite Advisor
February 24, 2011 by Simon · Leave a Comment
The Elite Advisor has brought together an all-star line-up of World Class Coaches that helps financial advisors increase their sales and grow their practice.
We very much appreciate being part of The Elite Advisor and thank you for including our offer for our Free One Page Business Plan Webinars March 16th & 22nd.
Free One Page Business Plan Webinars March 16th & 22nd – Register Now!
|
Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinar 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 dates for the One Page Business Plan(TM) Free Webinars are:
|
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 Webinar:
Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.
- Wednesday, March 16th at 1:00pm EDT
- Tuesday, March 22nd at 4:15pm EDT
Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!
Dear All,
I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.
The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.
There are two ways I could have played this:
- Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
- Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!
Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.
Honestly, it would cost tens of thousands to receive the exposure that this poll can create.
So I’m asking for your help.
The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.
Again, why am I asking?
■ The exposure is absolutely great for my professional career development
■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages
■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors
■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied
To vote CLICK HERE.
Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.
If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.
To vote CLICK HERE.
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Dates for 2012 TBA - stay tuned!
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Now Reading
Planned books:
- Prayer for Owen Meany by John Irving
- The Book Of Air And Shadows: A Novel by Michael Gruber
Current books:
-
Onward: How Starbucks Fought for Its Life without Losing Its Soul by Howard Schultz, Joanne Gordon
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Paulo Coelho: A Warrior’s Life: The Authorized Biography by Fernando Morais
Recent books:
- The Cellist of Sarajevo by Steven Galloway
- The Angel’s Game by Carlos Ruiz Zafon
- Shadow Of The Wind by Carlos Zafon
- The Outlander by Gil Adamson
- The Book Of Negroes by Lawrence Hill
