Winners Never Quit, Quitters Never Win

October 19, 2009 by Simon · Leave a Comment

Quitters never allow their hearts to blaze with their Values and a Vision to make a difference because all they want to do is survive.

All quitters want is to have their situation remain the same or return to the way it was before, if it does happen to change, they want to go back to their daily routine of survival, they just play it safe to get their needs met and add little value to others.

Winners set ablaze their boats of safety, even at the cost of great suffering and they continue forward with Values fueling their commitment to their Vision. Winners champion their battles because they are not playing it safe trying to recreate the past.

Filed under: Clear Your Roadblocks
Tagged: advisers, advisor training, coach, coaching, Coaching Financial Advisor, coaching financial planner, commitment, financial advisor, Financial Advisor Coach, Financial Advisor Coaching, financial planner, Financial Planner Coach, financial planner coaching, Investment Advisor Coach, Investment Advisor Coaching, needs met, personal coaching, Quitters, survival, survive, unmet needs, Values, vision, Winners

Do Versus Teach

June 24, 2009 by Simon · Leave a Comment

At the Kelowna airport at 5:15pm PT on Wednesday awaiting an 8:35pm flight to Nanaimo via Vancouver.

Feel ing thankful as the live financial advisor coaching practice visit was a success and I covered everything on the Agenda.

Someone once said; “those that can do and those that can’t teach”.

This live financial advisor coaching practice visit was great for my client and for me because we worked shoulder to shoulder writing the entire plan complete with systems and then some.

I’m settling in for a few hours and I’ll use the time that I have waiting for the flight to write the June Clear Your Roadblocks E-Newsletter.

Wednesday – Friday have a lite schedule of coaching and prospect calls and that is it for the month as Laura and I are taking a Staycation next week.

Here are the Phase 1 Objectives / Systems that we created in the live financial advisor coaching practice visit

Objectives Phase 1

Create a Vision
Create a Leadership, Decision, Meeting and Time Managment System
Earn $552,000 by June 30, 2010
Create an inspired, enthusiastic, productive and profitable team
Create an Office Managment System
Create a Bookkeeping and an Accounting Delegation System
Create an In House Financial Planning Marketing System
Create a Prospect / Seminar Follow Up System
Create a Qualification and Enrolment Sales System
Qualify Customer Service

Objectives Phase 2

Create a Financial Planning Web Site
Create a Financial Planning Marketing Funnel
Create a Financial Planning Associate Advisor Marketing System
Create a New Position Job Description

Filed under: Clear Your Roadblocks, Vision & Planning
Tagged: 2009 business plan, advisor training, business building, business coach, business plan, business skills, business strategy, consultative approach, Financial Advisor Business Coaching, Financial Advisor Coach, Financial Advisor Coaching, Financial Advisor Marketing, Financial Advisor Training, financial planner, Financial Planner Coach, financial planner coaching, financial planner marketing, Financial Planner Training, how to achieve success, leadership, marketing plan development, personal coaching, professional development systems, professional growth, roadblocks to success, strategic planning, time management plan, vision business

Financial Planner Training – How To Thrive In A Recession 3.0

October 29, 2008 by Simon · Leave a Comment

November 4th and 5th brings two speaking presentations at The Toronto Independent Financial Brokers Summit that are titled How To Thrive In A Recession and Curing The Unmet Needs Disease.

You’ll note the title of this blog is How To Thrive In A Recession 3.0 and this if given that I have presented How To Thrive In A Recession a number of times and I refuse to be one of those speakers that present the same presentation with the same jokes over and over again.

So it is back to the drawing board with How To Thrive In A Recession 3.0 as this is the third version and it is not the How, the What, the Where, the When …

It is about and “Why you are in business” and “Who do you need to become” in order to Thrive In A Recession and these thoughts are spurring me on to write a new PowerPoint presentation.

There is a theory that for every hour you spend in front of the audience you have to invest ten hours behind the scenes … I’m into this for 16 hours right now and I have loads of work to do.

Here is the front and two different rear versions of the Referral Cards that we will be handing out at the tradeshow at The Toronto Independent Financial Brokers Summit.

A big thank you to Ruby and John at Coastal Color Printing who take care of all our printing needs.

The Referral Cards are to remind attendees to;

Claim your first 6 Chapters for Free!
Curing The Unmet Needs Disease
How To Prosper in Business by Meeting Your Unmet Needs
FINANCIAL ADVISOR EDITION

Front

Rear 1

Rear 2

Filed under: Vision & Planning
Tagged: Financial Advisor Training, financial planner

Financial Planner Coaching – Leading Your Team

October 23, 2008 by Simon · Leave a Comment

Here is copy of a coaching call follow e-mail that I sent to one of my clients this week.

Dear John Doe,

Thank you for yesterday’s coaching call.

How did you make out with your planning?

I’m looking forward to receiving the planning work that you did to offer my comments / feedback.

Here is the link to listen to yesterday’s call; XXXXXXXXXXXXXXXXXXX

Here are my thoughts from our call;

• It is about leadership … there is NO they are not doing their job, negative consequences, riot act and that I will have to lay the hammer down. All this will do is breed hatred and they will sabotage you with the very thing that you are trying to avoid
• Leadership is;
o Taking the time to …
o Get associated to your values because values are the foundation of your compelling beliefs and feelings that your business and your life are based on. Here is an example of a values affirmation; I observe my value of wisdom is being communicated through this “coaching call follow up e-mail” and therefore I feel certain, committed and confident that my values, beliefs and feelings are going to influence my clients into taking positive action.
o Empty your mind of all projects and actions
o Prioritize by A-B-C and by date. Are your priorities realistic?
o Schedule your A priorities remembering to schedule the time for your own planning first and foremost
o Determine what to delegate
o Meet with your team members
o Let them know what you believe and what your goals are for the company – give them vision
o Acknowledge them for the positive things that they are doing
o Communicate your projects/actions, priorities, deadlines and expectations
o Follow your meeting up in writing via e-mail
o Meet with them 48 and 24 hours before the deadline of what you want done and ask them if they have any questions
o Get that your assistants will do whatever you tell them to do and if you don’t tell them and document the next step it may not get done and the incompletion is about your leadership
o This process will eliminate all of you feeling like victims that you can’t seem to do anything right
o Given that fear is rampant through the airwaves, double your commitment to meditation, clearing your mind and giving thanks
o Make sure that you invest your time to clear your mind privately versus venting your stuff through others

Thank you for the opportunity to be of service.

Simon

Filed under: Communication & Team Building
Tagged: Financial Advisor Coaching, financial planner

Financial Planner Marketing Tips – Write Articles

October 22, 2008 by Simon · Leave a Comment

Click here to read my October 17, 2008 blog on Financial Planner Marketing Tips.

One of the Financial Planner Marketing Tips is to write articles for magazines within your chosen niche.

I’m fortunate to have been chosen to be a contributing writer for Advisor.ca and my October article is called How to thrive in a recession.

(October 2008) The Chinese symbol for crisis combines the symbols of opportunity and danger. When you’re thriving, you can embrace the opportunity crisis provides to take actions to achieve your vision in ANY market. When you’re merely surviving, your mind is attracted to any sign of danger like a magnet, which can paralyze you, preventing any action, or cause you to frenetically start taking all the wrong actions.

Call this new market what you like: A slowdown, a debacle or even the dreaded R-word, a recession. Given that rumblings of the U.S. sub-prime and credit crunch started in August 2007, we are now 14 months into this new market.

So what are you doing about it?

Click here to read my complete October article in Advisor.ca; How to thrive in a recession

Click here to read my complete September article in Advisor.ca;

Are you still on course for 2008?

Filed under: Sales & Marketing
Tagged: financial planner, marketing tips

Financial Planner Marketing Tips

October 17, 2008 by Simon · Leave a Comment

Here are the components of The Marketing Funnel.

• Choose A Niche
• Find A Problem That Needs Solving
• Create A Solution Through Your Products & Services
• Brand Your Solution
• Receive And Publish Client Testimonials
• Create A Web Site
• Write Articles
• Publish An E-Newsletter
• Publish A Blog
• Create A Speaking Folio
• Create A Show Reel
• Speak To 10,000 People Within The Niche At Association And Corporate Events
• Receive And Publish Speaking Testimonials
• Get Published By A National Publication Within The Niche
• Develop Strategic Alliance Partners
• On The Way;
o Attract Sponsors
o Create CDs & DVDs
o Create Relationships With COI’s
o Exhibit At Tradeshows
o Master Viral Marketing
o Strengthen Your Team
o Upgrade Your Website
o Write & Publish A Book
o Make A “knock ‘em dead” Offer To Become A Client For The First Time