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
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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
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Please visit www.LeadingAdvisor.com for more Financial Advisor Resources and Training |
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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
False Expectations Appearing Real
September 30, 2009 by Simon · 1 Comment
You have no doubt heard this example of an acronym for FEAR;
- F alse
- E xpectations
- A ppearing
- R eal
As long as you give tse false expectations power by focusing on them, they will become real as The Law Of Attraction is absolute, you attract what you focus on or as John Kehoe said; “thoughts are real forces”.
How can one focus on there vision when dominated by what might happen?
Where there is no vision, the people perish. – Proverbs 29:18
Everyone has a unique vision or calling and this is unavoidable. You have two choices; fulfill your unique vision or calling or become the living dead, living your life and business life, day to day just hoping to get by. Why do we avoid our unique vision or calling?
- F alse
- E xpectations
- A ppearing
- R eal
Fearing that the granddaddy of all unmet needs, that the unmet need of worthiness and our unique vision or calling will not be good enough.
One thing to know about fear; “Fear reaches only to the point when the unavoidable begins; from there on, it loses its meaning. And all we have left is the hope that we are making the right decision.” – Paulo Coelho – The Fifth Mountain
You have three choices, to hope for; to Thrive, Deny or Survive. You will create whatever you focus on.
“We are all in the gutter, but some of us are looking at the stars” – Oscar Wilde
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.
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