Time Management Re-Visited Part 1

August 13, 2009 by · Leave a Comment 

iStock_000003405797XSmall13 Simple Steps to Time Management – Part 1

1. What are your beliefs about time?

Are you saying?

  • I don’t have enough time
  • There is too much to do
  • I’ll never get it all done

Whatever you believe, you are right.

This reminds me of a quote from John Kehoe, author of Mind Power.  ‘Thoughts are real forces’.

What if you were to adopt the belief of;

  • I have an abundance of time for anything that I am committed to doing!

In your journal, draw two columns on a page, make a list of all of the limiting beliefs that you have about time in the left column. 

In the right column, write down the antithesis or opposite positive belief to the negative belief.

Practice focusing on the positive beliefs on a regular basis.

You can do the same process with your goals also.

2. Plan Your Day

  • Make a list of everything you have to do every day
  • Prioritize the list into A’s, B’s, and C’s
  • Do the most important things first, the second most important things second, the third things third

 3. Do Your ABC’s

  • A’s are the things that you must do today
  • B’s are the things that you would like to do today
  • C’s are the things that are not essential for you to do today  

4. Check in every 15 minutes

To make sure that you are on track, every 15 minutes ask yourself;  Is what I am doing right now taking action towards the intended outcome of my goal?

Some people go so far as to setting an alarm on their watch or computer to keep them on track.

If the answer to the question is no then;

  • Stop doing it
  • Find someone else to do it
  • Record it on a list to schedule for future action
  • Forget it

5.   Form The Habit Of Allowing 5 to 15 Minutes To Review Your To-Do List

They say it takes 21 days to break a bad habit.  What if, for the next 21 days, you formed the habit of allowing yourself 5 to 15 minutes at the beginning of your day, every single day, to review your list – add to it, subtract from it, and re-prioritize it.

Dedicate 5 to 15 minutes to;

  • Make your to-do list
  • Prioritize it into A’s, B’s, and C’s
  • Estimate the time to compete each to-do
  • Schedule the to-do in your diary
  • Complete the to-do.

6.   Use A Week At A Glance 24/7 Diary

For me personally, I find that I like to be able to view my schedule for the entire week.  All I have to do is review my to-do list, prioritize it, estimate the time and schedule the time into my Week At A Glance 24/7 Diary.

 

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Clear Your Roadblocks eNewsletter – May 2009

May 20, 2009 by · 1 Comment 

The Life Insurance Parable

Welcome to the May edition of our Clear Your Roadblocks E-Newsletter.

With the completion of The Six Degrees Of Life Insurance Connection PowerPoint for The Independent Financial Brokers Summit in Toronto, May 26th and May 27th, I thought I would share some of the content.

This months E-Newsletter is about…

Leading Advisor The 10 Second Elevator Speech

The 10 Second Elevator Speech is an overview of an idea for a product, service, or project.

The name reflects the fact that an elevator speech can be delivered in the time span of an elevator ride.

“Hi, I’m Simon Reilly and my company is Leading Advisor and I help financial advisors Clear Their Roadblocks.”

Leading Advisor The 60 Second Elevator Speech

My example of The 60 Second Elevator Speech is as follows;

Are you successful, yet consumed with the cumulative demands of clients, marketing, sales and personnel? Are you challenged by market-driven changes, profitability, and service requirements?

… which means that you are working long hours, have no time to relax, and are disillusioned by business systems that are not working and by a lack of enthusiasm for your business.

We offer a two month Clear Your Roadblocks Coaching Program for financial advisors that has been proven to clear the roadblocks that are holding most financial advisors back.

The benefits are more energy from working fewer hours, a balanced home life and a new revitalized vision and passion for work that will enable you to implement the 10 key strategies that are essential for the success of your business.

Would you like to know more?

A financial advisor example of The 60 Second Elevator Speech is as follows;

Are you financially stable, yet consumed with concerns about having enough money for retirement and concerned about future health care availability and costs? Are you challenged by the ups and downs in the market?

… which means that you are working longer hours, have less time to relax, and are
losing sleep about your ability to fund your family’s education and have a safe and
secure retirement?

Because things are always changing in one’s Six Degrees Of Connection, we offer
The Six Degrees Of Connection Program to help you grow and retain your assets
while taking care of an unforeseeable future.

The benefits are a more balanced life brought on by a more confident future because you are protected against unforeseen risks that would damage financial goals that you worked so hard to grow and retain.

Would you like to know more?

Leading Advisor The Referral Card

Would you like to know more?

And this is a great opportunity for you to offer a Referral Card. A Referral Card is a 3″ x 4″ high quality card, printed front and back that includes your 60 Second Elevator Speech, an outline of your services and most important, an invitation to visit your web site to subscribe to your free E-Newsletter.

Here are samples of our latest Referral Cards.

The point of your high quality oversized card is that it is less likely to be lost in that stack of other cards.

I have heard comments like, “these are absolutely beautiful” to where the person is actually taking the time to read the message on the card and the beauty of it is, I need not say a lot. The bottom line is – the card and I were both noted. And the best part? Instead of me saying, “here’s my card”, I have the pleasure of offering my card while saying “here is an invitation to subscribe to my monthly E-Newsletter called “Clear Your Roadblocks”.

This E-Newsletter was inspired by,

Angela Houle B.Acc. CFP CLU RHU
Certified Financial Planner

Advocis Ottawa Treasurer 2009
McAuley Financial Services/FundEX Investments

www.mcauleyfinancial.com

Enjoy the read and thank you for the opportunity to be of service.

clip_image002Simon Reilly
The Financial Advisor Coach
1 877 248 6019

Leading Advisor The Parable

They say that wisdom enters through the wound and the core of the passion to serve is based on life experience both positive and negative and the best advisors seem to have the deepest scars.

The life experience equipped them with the knowledge and the skills to pass onto other people to help them move forward.

This experience gives one something interesting to stand up and say rather than;

Hi, I’m Joe Advisor and I sell investment products and life insurance.

They use what has happened to them both personally and professionally, good and bad and use it as a catalyst to pass their experience and passion onto other people.

My example of The 60 Second Elevator Speech is as follows;

I can probably best explain why I have decided to be come a financial advisor business coach by sharing with you a defining moment in my life.

In 1994 I was the owner of a highly regarded and successful personal and professional development company.

I thought I knew all about motivation and sales.

But I lost my business. Why?

Looking back – it was simply because I didn’t pay attention to the detail and although I was always well prepared for the day ahead, I wasn’t well prepared for the year ahead.

What did I learn?

That the most important business activity I could engage in wasn’t the mastery I had achieved in marketing and sales (even I couldn’t sell my way out) – it was the planning and preparation that went into the organizational structure and systems on which my business operated.

As a result of my experience, I have dedicated the rest of my business life to help others avoid making the same mistakes.

Would you like to know more?

A financial advisor example of The 60 Second Elevator Speech is as follows;

I can probably best explain why I decided to become a financial advisor by sharing with you a defining moment in my life.

I grew up in a house that was a big believer in protecting what matters most, protecting myself, my family and my future.

So while my brother and I were just heading off to college with a stay at home mom, my dad passed away suddenly from cancer at the early age of 52.

What did I learn?

My dad was a firm believer in life insurance and his allowed us to work through the grieving and the stress without having to worry and he enabled all of our lives to
continue knowing that the financial support was there.

That the most important financial planning activity was not growing and retaining assets … it was taking care of an unforeseen risk.

As a result of my experience, I have dedicated the rest of my business life to help others to grow and retain their assets and use risk management strategies to protect against unforeseen risks that would damage financial goals that they have worked so hard to grow and retain.

Would you like to know more?

Leading Advisor The Life Insurance Parable

In my business I am constantly reviewing the plans of others because things are always changing within someone’s Six Degrees of Connection Circle of family, friends and loved ones.

I know that when one experiences a life changing diagnosis that many things run through your mind.

The one thing I never worried about was whether I would be OK financially if things went sour.

I have the ability to work through a diagnosis without financial stress.

I am passionate today about what I can offer my clients with respect to protection strategies because I have personally experienced the benefits of having them in place.

As life continues to throw curve balls within my Six Degrees of Connection Circle of family, friends and loved ones, it reinforces the ideas that were first established by my parents – protecting what matters most.

We have been dealing together for __ years with respect to your investment planning and I would like to thank you for allowing me to assist you with your retirement planning.

As you may be aware I possess the designations of a Certified Financial Planner, Chartered Life Underwriter and a Registered Health Underwriter.

We have never discussed in depth how these designations can help you so with your permission I would like to spend some time as to why I pursued these designations.

Up to this point we have dealt primarily with planning for your income in retirement.

A critical part of my role as a financial advisor is to ensure that we discuss risk management strategies that can be established to protect your goals.

If we work together simply under my ‘investment advisor’ hat and all goes as planned then you will reach retirement and be able to enjoy all the funds that you have accumulated.

However, the reason that I possess the designations that I do is to enhance the planning that I can offer you and avoid planning issues.

These planning issues are important to review since I know there are a few situations that could arise over the course of our investment planning years to derail even the best laid plans towards your retirement goals.

It is important for us to review together your current plans and the plans that could exist to protect you in the case of premature death, inability to work for an extended period of time and what you would like to occur if your family suffers a critical illness.

The one thing that I can tell you for sure about illness, and I am sure you will agree, is that it is completely random.

No one can predict for certain who will be struck with a life changing illness at any one moment.

I recently prepared my own personal Six Degrees Of Connection Circle to see just how random and unpredictable illness can be.

All my cousins are healthy except I have one cousin on my father’s side that died at the age of 44 from a heart attack.

At many accidents, illnesses and deaths I found myself uttering …

“Why her, why him and even what if it happens to me?

With the good lifestyle that they lead and the fact that they were such a good person”.

Illness doesn’t care about those issues – it is simply random.

I have asked myself the following question;

“If I can’t control who will get an illness or pass away prematurely what can I control?”

The answer to this question was simple – I can ensure the plans are in place to protect the families going through this life changing experience.
I can ensure that my clients are given the opportunity to change financial concerns to financial protection because quite frankly they deserve it.

The time to consider protection against the unpredictable is when we have the little voice inside our head that says – “It won’t happen to me”. Once that statement has changed to “Why me/him/her?” it is too late.

Can I ask for your permission to the gather the necessary information to provide you with an individual analysis of the protection strategies that matter most to you and your family?

* * *
Thank you to Chris Barrow for your coaching on The Elevator Speech, Referral Card and The Parable.

Please visit www.LeadingAdvisor.com for more Financial Advisor Resources and Training

 

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Clear Your Roadblocks eNewsletter – April 2009

April 15, 2009 by · Leave a Comment 

The Fine Art Of Surfacing

Welcome to the April edition of our Clearing Your Roadblocks E-Newsletter.

A lot has happened since the March edition of the Clearing Your Roadblocks E-Newsletter.

Laura and I have not had that many weekends at home because my mother at 89 has been in and out of the hospital since February 19th with COPD – chronic respiratory pulmonary disease, a broken leg, and a heart attack … and the good news is she has recovered through all of this.

The gift that my mother Irene gave me through this is in having the compassion for my mother and with experiencing the sadness and grieving of the potential loss of my mother. I have learned a lot about how to deal with loss. You are welcome to click on the following article that I have written that relate to my experience;

Through this process, it made me realize what financial advisors must be experiencing with their clients financial losses. To this end, I am writing a brand new financial advisor speaking PowerPoint presentation called The Compassionate Advisor. I am delivering The Compassionate Advisor at The Independent Financial Brokers Summit in Calgary on April 22nd and I’ll record the presentation and turn it into an e-book.

I have included an article in this e-newsletter called The Fine Art of Surfacing and a link to Grieving Your Financial Losses which are part of The Compassionate Advisor.

I’ve enjoyed Spencer Johnson’s new book called Peaks and Valleys which have inspired me to write Peaks and Valleys and Recession Is Great For Client Segmentation.

On my way to creating a Live Leading Advisor Workshop, I am also writing a brand new financial advisor speaking PowerPoint presentation called The Six Degrees Of Life Insurance Connection which I will be delivering at The Independent Financial Brokers Summit in Toronto on May 26th.

Our financial advisor speaking bookings have gone very well and I having completed presentations to Financial Management in Vancouver on March 10th, Financial Management in Calgary on March 12th and Advocis Victoria on March 26th.

“Relevant and timely material. This was not a bunch of hype, but instead was very useful. You delivered, and then some!”
Neil Hanson – Sun Life Financial

“Emphasizes planning and goal setting with a focus on the big picture and downplays the recession – it is a state of mind. The systems Simon has are very good, great information for all advisors.”
Brian Prochnicki – Investors Group

Click here to read the rest of the financial advisor speaking testimonials.

Here is the balance of our financial advisor speaking bookings in advance of the summer.

Date Company City
April 22nd Independent Financial Brokers Summit Calgary, AB
April 29th Advocis North Central Sask. Chapter Saskatoon, SK
May 7th Investors Group Nanaimo, BC
May 22nd Advocis Newfoundland & Labrador Chapter St. John’s, NL
May 26th Independent Financial Brokers Summit Toronto, ON
May 27th Independent Financial Brokers Summit Toronto, ON
June 18th Advocis Toronto Chapter Toronto, ON

To assist you in making the second quarter of 2009 your best quarter ever, please click the following links to blogs that I have written;

In closing, here are a couple of articles that relate to The Unmet Needs Disease;

Enjoy the read and thank you for the opportunity to be of service.

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Simon Reilly
The Financial Advisor Coach
1 877 248 6019

Receive our Free E-Newsletter
“Clear Your Roadblocks”
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Leading Advisor The Fine Art of Surfacing

The Compassionate Advisor™ PowerPoint is going well and I’ve thinking about everything that I have learned over the years to relieve stress and this idea came to me from days gone by.

Step one – close your eyes and imagine your subconscious mind as an ocean of space.

Step two – imagine all of your worries floating like bubbles in the ocean of your subconscious mind and examples could be; aging parents, business, cash flow, clients, compliance, crime, debt, disease, education, sales, retirement, terrorism, the economy, the environment and war.

Your list probably isn’t as long as the one I created. I took the liberty to think of as many things as I could to stir up your subconscious mind. I believe that it is best to get these things out onto the surface versus having them buried deep below the surface where they can fester and create some real long term damage. At the same time, I believe that thoughts are real forces and if I think about and emotionalize a negative thought long enough I will make it real and attract it to me.

As an example, if I were a financial advisor and I have an upcoming meeting with a client and I fear that my client is going to be angry with me I am going to approach the meeting coming from the place that I have to defend around what they are going to say. If I were to release my fear about what I have to do for the client and first show them some compassion, I would likely find that it is more about offering my client empathy and listening and more about being than doing.

Step three – imagine standing under a waterfall.

Step four – imagine each one of your worries floating like bubbles in the ocean of your subconscious mind coming to the surface and being washed away by the waterfall out of your subconscious mind and away from you downstream so that the bubbles, along with your worries, are getting smaller and smaller, and one by one you can’t see, hear, or feel them any more.

Step five – all that you can see is the stillness of your subconscious mind, all you hear is stillness of your subconscious mind, and all you can feel is the stillness of your subconscious mind, and you know that you are now ready to consciously surface to make this best day that you have ever had.

 

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Financial Advisor Speaker Pictures

November 11, 2008 by · Leave a Comment 

Jo-Anne McArthur has done it again and I am so happy to share a few of the shots that Jo-Anne took at the November 4th and 5th Independent Financial Brokers Summit.

 

 

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The Independent Financial Brokers Toronto Summit Exceeded Expectations!

November 6, 2008 by · Leave a Comment 

A big thank you to the directors on The Independent Financial Brokers as the November 4th and 5th Toronto Summit met and exceeded our expectations.

Our speaking presentations and trade show booth were a hit and we received countless e-newsletter subscribers, e-book requests, speaking leads and many requests for me to call advisors about one on one coaching … and we sold about 50 copies of my new book Curing The Unmet Needs Disease – How to Prosper in Business By Meeting Your Unmet Needs ~ Financial Advisor Edition.

Laura and I fly home this afternoon and are going to take a long weekend to rest and celebrate the completion of the book, tradeshow booth, web site and new speaking presentations which made The Independent Financial Brokers November 4th and 5th Toronto Summit a resounding success. Our results are similar to what we have experienced at other years at The IFB Summits demonstrating that the economy is a state of mind.

 

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