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

I Want My Investment Executive IE:TV

May 26, 2009 by Simon · Leave a Comment

I was on the Investment Executive’s IE:TV Website on Tuesday evening and noticed videos from Dan Richards and Jim Ruta and I wondered who I could contact to get on the Investment Executive’s IE:TV.

My Tuesday morning financial advisor speaking presentation of The Six Degrees Of Life Insurance Connection to a standing room only crowd at The Independent Financial Brokers Summit in Toronto was a success for my first time out of the gate without a rehearsal.

“Very down to earth and real”
Rick Kelly
Sunlife Financial

“Active, interactive, lively, actionable ideas that can be related to business and personal life”
Peter Daly
Raymond James

“A simple means of inspiration to complete the financial planning process with existing clients.”
Bill Gow
IPC

“Depth of clarity of procedure, a whole integrated procedure.”
Tom Rogers
Beacon Securities Limited

At the end of The Six Degrees Of Life Insurance Connection presentation Gavin Adamson of the Investment Executive’s IE:TV Website came up to me and said, “Hi I’m Gavin with the Investment Executive and I’m a videographer and I’m wondering if we can shoot 5 minutes of video on The Elevator Speech & The Parable?”

The Six Degrees Of Life Insurance Connection

1. Eliminate your fear about life insurance sales
2. Reignite your passion about the value of life insurance
3. Create The Six Degrees Parable to set the stage to …
4. Easily enter into the life insurance conversation with your financial planning clients
5. Receive your clients permission to start the life insurance application
6. Ask for and receive referrals

Filed under: Financial Advisor Speaking
Tagged: Dan Richards, IE:TV, IFB, Investment Executive, Jim Ruta

We’ve Got A Marketing Vacuum, Attraction And Buzz

October 31, 2008 by Simon · Leave a Comment

With the seamless launch of the new web site, the completion of new tradeshow booth, the completion of the book and aside from creating two new PowerPoints for next week’s IFB conference in Toronto, I am starting to feel like we are in a vacuum as the to-do lists are getting shorter and shorter.

Something that the late great Thomas Leonard (founder of CoachU) talked about; if you want to be attractive, clean up your space and attraction will find you.

Attraction and buzz are starting to happen with more and more subscribers receiving the first 6 chapters of my new book; Curing The Unmet Needs Disease.

We have barely started to market the new book, public speaking, web site and one on one tele-coaching and subscribers and speaking enquiries are coming on from Saltspring, BC to Halifax, NS.

I’ll get back to clientcentric blogging next week.

Have a wonderful weekend.