Testimonials from Advocis Sudbury
November 27, 2009 by Simon · Leave a Comment
Testimonials from Advocis Sudbury – Sudbury, ON – November 18, 2009
“What energy and passion. I didn’t expect this feeling of inspiration.”
Dennis Peroni
HP Solutions Ltd.
“The whole presentation was very good and insightful. I learned a very different approach on how to grow my business.”
Robert Hétu
HP Solutions Ltd.
“I enjoyed Simon’ enthusiasm in the presentation as well as the acknowledgement and recognition we should give ourselves and others. “
Roland Lavoie
Investment Planning Counsel
“Simon touched exactly the type of negative chatter that I expose myself to. I have a new commitment to developing me.”
Scott Nairn
Sun Life Financial
“I liked the concept of ‘awareness’ and believe you are absolutely right in this direction. I wasn’t expecting this theme of awareness in your presentation. I’ve seen many presentations on business building that clearly miss this key point, you hit it right on.”
Debbie Slywchuk
Sawyer & Associates Financial Services
“Real eye opener, positive energy and very inspiring for my business.”
Heather Taropolsky
Sun Life Financial
“Very well organized, and well presented. Clear and concise. Simple ideas – yet often overlooked, great presentation.”
Rick Van Oort
Regent Financial Services Ltd.
Clear Your Roadblocks eNewsletter | November 2009
November 25, 2009 by Simon · Leave a Comment
 |
||||||||||||
In Advance;
The Workshop;
Clear Your Roadblocks 1 Day Workshop / 60 Day Program Mississauga, ON Courtyard by Marriott Mississauga Airport Corporate Centre West Limited to 25 Seats
|
Please visit www.LeadingAdvisor.com for more Financial Advisor Resources and Training |
|
||||||||||
 |
Hats Off To Daryl Clegg Of Canada Life
November 9, 2009 by Simon · Leave a Comment
Congratulations to Daryl Clegg, Regional Marketing Consultant for Canada Life and the team of people that he assembled to produce A Taste Of Britain in Victoria, BC on Saturday evening, November 7th, 2009 to benefit Our Place Society.
Our Place is a non-profit society formed to help those in need in Victoria’s inner city providing transitional housing, meals, support and advocacy, hygiene facilities, training and more. They strive to give people a hand up, not just a hand out.
A Taste Of Britain was an enormous commitment on Daryl’s part with over three hundred attending a gala charity auction, dinner and dance that raised thousands for Our Place Society.
It’s 5pm on Sunday night and I’m finally home after being away for 8 days, 202 hours, 4 financial advisor speaking presentations with 4 separate titles, 8000 km and one advantageous travel detour at the end of the trip.
As I was standing at the WestJet check in Kelowna on Friday afternoon to catch my flight home to Comox, BC via Calgary, AB (go figure), I found out that I was going to have to overnight in Calgary because all the planes were delayed by bad weather in Ontario and I would miss my connector.
That would really suck after being away for almost a week. So instead of Laura, driving 60 minutes North to Comox to pick me up, she drove 120 minutes South to Victoria and we lucked out and stayed with Laura’s Mom Helen for the weekend.
This all worked out for the best because we had planned to drive to Victoria on Saturday for A Taste Of Britain.
So my Empty My Head List is completed, categorized and prioritized for the week which is a full coaching week starting on Tuesday.
I’ll invest Monday in some AA Priority items and one of them is completing an upgrade for The Free Digital Coaching Program that we are re-launching on Monday, November 16th, 2009.
The significant thing about Monday, November 16th, 2009 is I am hitting the road again for three more financial advisor speaking presentations in Ottawa, Sudbury and Thunder Bay.
It all seems worth it after receiving this comment from Wayne Olafson on Friday after presenting The Six Degrees Of Life Insurance Connection at the Advocis Thompson Okanagan Chapter; “That was an excellent presentation, I can see why you are speaking at The MDRT.”
I Quit
November 6, 2009 by Simon · Leave a Comment
It’s 11:48am ET on Thursday, November 5th and I’m nearly 3 hours into a 4 ½ hour flight to Calgary from Toronto on my way to Kelowna to speak on Friday morning.
The fourth financial advisor speaking presentation powerpoint for the week is ready to go for tomorrow.
I delivered the third financial advisor speaking presentation yesterday and I really enjoyed putting together the PowerPoint.
One of the slides was entitled; What Can I Quit?
Here is my list;
• Doing Weekly Reviews – create a time block and do them daily
• Type Setting Client Follow Up Calls – Time Block to Learn Voice Recognition Software or better yet have Tiffany set up Voice Recognition Software, Tiffany can then edit / proof read transcriptions and send to clients – OR – I can dictate Client Follow Up Instructions and send to Tiffany for type setting
• Thinking and shoulding about Making Sales Calls. Brace yourself folks, we don’t do sales calls unless asked – Send an invitation to have a conversation about coaching to the readers of the Blog, Book, E-Newsletter and the prospects that have seen me speak. Time block and act.
• Thinking and shoulding about Contacting Centers Of Influence via E-Mail and LinkedIn. – Time block and act.
• Speaking Update E-Mails – meet with Laura to discuss ideas and have Laura complete
• Daily blogging – create a time block and write five blogs for the upcoming week. While this blog looks like I am breaking my rules, the core of the first four blogs for this week were written in advance.
• Daily Twittering – same thing, create a time block to create a list of Tweets and forward to Tiffany to post from time to time over the course of the week.
• Research Financial Advisor / Investment Advisor Personal & Professional Development / non Product Related Articles that I can Blog about – Delegate to Tiffany
• Visiting FaceBook & LinkedIn over the course of the week – Time block for weekly action.
• Write The Monthly E-Newsletter Free Hand – Instead, create a time block to go back to all the client communications that I have written for the month and create / edit the articles for the E-Newsletter from there. Better yet, over the course of the month, copy articles / communications to Tiffany that I believe will be great E-Newsletter material and have Tiffany save them to one file ready for my time block and action … move toward Tiffany editing the articles for publication in the E-Newsletter and I will write the Introduction.
• Building The Digital Coaching GYM and Workshop Private Web Site – Time block to write instructions for completion and delegate to Kim Black
• Thinking and shoulding about new Web Site Product & Sales Pages – Time block to write instructions for completion and delegate to Kim Black
• Creating PowerPoints – research the top three leading edge things that will be on advisors minds for 2010. Ask Tiffany to research content and assemble raw material. Review raw material for the best. Create a Table Of Contents for the PowerPoint. Ask Tiffany to build the PowerPoint.
• Upgrade Maximizer / Interface with Outlook – Delegate to Tiffany
• Show Reel Creation – send Video Files to Tiffany to clip segments from and title, post to our site and U-Tube
• Cleaning My Office myself – Delegate
The Dash! A New Comedy By Simon Reilly
October 16, 2009 by Simon · 1 Comment
It’s Wednesday, October 14, 2009 and I’m in Trail, BC having completed my speaking presentation for the Advocis Kootenay Chapter.
Thank you Jennifer Cook, the Advocis Kootenay Program Chair, for all of your work to make it possible for me to speak to the Advocis Kootenay Chapter members.
Jennifer dropped me off at my hotel after my presentation at about 11:30am and looked up at the mountains, clouds, and fog and said, “you are not going to get out of here today”.
Jennifer’s parting words, “Check the weather and find out if this weather will be here for one, two, or three days and call the airline and see if the morning flights are landing. You could be stuck here for three days so it may be better to find a way to get to Cranbrook which is a three hour drive. I will see if I can get you a ride to Cranbrook from one of the members that attended your presentation. ”
“One, two, or three days?” I got online and checked the weather and called the airline and sure enough, nothing is flying in or going out and they can’t tell me anything until an hour before flight time. I changed my flight to a 5:10pm departure from Cranbrook and Laura Googled for a rental car.
I called down from my room to order a taxi at 11:50am, I packed up really quick and Laura found a rental car and the rental car agent advised me to get right over there because the three hour drive would be tight.
I called Jennifer to thank her for the ride and then I ran down to the lobby and the desk clerk said, “It will be twenty five minutes – do you still want it?” Yes!!
So at 12 noon I purchased two of “The Dash” sandwiches (turkey and cranberry ) from the hotel restaurant and I waited for the taxi (a twenty five minute wait, as there is only one taxi in Trail ) to take me to the airport to rent a car from Rent A Wreck, the only rental car company in town. Then, I can drive the three hours to the Cranbrook airport as they have IFR to catch a 5:10pm flight from Cranbrook to Comox via Vancouver. A sure bet as the Trail airport has only VFR and is socked in due to the rain and it would be highly unlikely that my 4pm flight will happen.
So the three hour trip ( I hope – it may be hampered my slush and snow ) is going to be through mountain passes and valleys … a good opportunity to remind myself to stay focused on the peak of the vision and to not get sucked into the canyons and the valleys of the frustration of my first round of winter travel.
This experience is new to me and unusual as I have experienced very little in travel challenges over the 150 flights that I have taken in the past three years – well maybe one or two sits on a runway here and there for an hour or so waiting to de-ice.
“This will be a tight trip … what if I miss the flight?!” thought my fear based ego mind.
My conscious mind thought, What’s the difference? None. If I miss the Cranbrook flight, I would have been stranded in Trail anyway.
In hind sight; the desk clerk told me earlier that because Trail has such a small airport, I would only have to be at the airport fifteen minutes before flight time.
Well it turned out that the taxi took forty five minutes just to get to the hotel.
So I am telling my story to the taxi driver and he tells me, “You are not going to make it, it will take you four hours”.
“The front desk clerk told me two and a half to three hours!” I exclaimed.
Then the taxi driver thought about it and said, “Three hours if you move it”. Then he added, “What about the time change?”
“What time change?” I asked.
“Cranbrook is on Mountain Time, didn’t anyone tell you?” said the taxi driver. “It is already 2pm MT there. What time is your flight?”
“5:10pm” I said “and I have to drop the car off in town and then get a taxi to the airport”.
Funny, I’ve lived in BC all my life and had no clue that there is more than one time zone in the province.
On the phone to Laura … Laura is on it with flight changes.
Rent A Wreck’s service in Trail was excellent and the Pontiac Grand Prix was no wreck with front wheel drive and new winter radials.
Laura is on the phone back to me with a new 7:25pm MT flight … lots of time.
I left Trail at 1:25pm PT.
Here are my reflections from the trip as I worked at staying focused on the peak of our vision so as to not get side tracked with this experience:
- The fall colors are beautiful
- So this is what it feels like to do a three hour drive … not to sound jaded, I can count the number of times I have done this in ten years on one hand
- I thought about the Social Networking development that I am doing with Kim Black; integrating Classmates, FaceBook, LinkedIn, MySpace and Twitter … my future plans are to go into a wider demographic with our work and this will start to lay the foundation
- I’m tired … focus on the new sales and prospect appointments that are coming in from our speaking and e-marketing
I’m noticing that we associate peaks with our vision. The peak is above it all, above the clouds. Kind of like flying, you don’t see the winding road, the twists and turns, the slow moving Volkswagen van, road work and the fog. When the pilot comes down into the clouds, he has a flight plan and navigation tools so even though he is getting into zero visibility, with mountains all around him, the pilot can steer through the maze and enjoy the beauty of the journey.
Those that have no vision or plan are always struggling … they get too low, the beautiful mountains become the view of disaster fueling and fooling you with thoughts of what if that happens and what if I hit that and what if that bolder rolls down the side of the cliff and lands on my hood and what if I get into a skid and roll this sucker.
Welcome to Cranbrook – 3:40pm PT / 4:40pm MT – two hours and fifteen minutes.
Million Dollar Round Table Plateauing Out Syndrome
September 22, 2009 by Simon · Leave a Comment
Some members of The Million Dollar Road Table reference the concept of The Plateauing Out Syndrome. The Plateauing Out Syndrome is what MDRT members experience when they hit a glass ceiling, lose the inspiration that they had for the business and begin to become Emotionally Retired at the same time. Click here to read; Are You Emotionally Retired? Curing The Unmet Needs Disease will eliminate The Plateauing Out Syndrome.
Advocis Financial Advisor Speaking Appreciation
September 21, 2009 by Simon · Leave a Comment
Many thanks to Karin O’Reilly and Laura Stanton from Advocis North Bay , Ontario for the gift of “The Dream” by Andrew Lorimer of Northern Exposures Photography.
I speak to Advocis Chapters for no-fee and a gift to remember the beauty and the charm of the people from the area is always appreciated.
Click Northern Exposure Photography to see more of Andrew Lorimer’s work.
|
|
Latest Tweets
Tell A Friend About This Page
-
