Does Blogging Work To Increase Your Ranking On Google?

June 21, 2011 by · Leave a Comment 

My friend Pat introduced me to the One Page Business Plan in October of 2009 and Pat took me through the One Page Business Plan process as part of his One Page Business Plan training.

Pat told me that the One Page Business Plan was going to change my business and it has.

I liked the One Page Business Planning Process so much I went ahead and started the One Page Business Plan Certification Training in August on 2010 and received my Senior One Page Business Plan Consultant designation in the Spring of 2011.

At the writing of this blog, I’ve helped over 50 financial advisors complete their One Page Business Plans and presented the One Page Business Plan to both on-line Webinar and live audiences receiving these reviews.

I started blogging about the One Page Business Plan back in the Fall of 2010 and soon after I checked to see where Leading Advisor came up on a search on Google for the One Page Business Plan and we were way down on page 10.

This spring I checked again and did a search on Google for the One Page Business Plan and we were on page 6.

I just checked and we are now on page 3.

Free One Page Business Plan Webinar June 23rd – Register Now!

Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinars and the One Page Business Plan(TM) Webinars!

“If you don’t get the words right, you might build the wrong business and may never get the numbers right.”

The date for the One Page Business Plan(TM) Free Webinar is:

  • Thursday, June 23rd at 1:45pm EDT


Who should attend?

  • Do you have too many scattered ideas?
  • Do you need to focus on a few?
  • Do you need to jumpstart your business right now?
  • Do you have no time or interest in writing a 50 page business plan?
  • Do you need to determine if you’re focusing on the right things?
  • Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan(TM) – a powerful tool for building and managing a business. It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way! I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan(TM).

To Register for the One Page Business Plan(TM) Free Webinars:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

  • Thursday, June 23rd at 1:45pm EDT

 

The Oscar’s Demonstrate That Speaking Is The Winner Over Social Networking

February 28, 2011 by · Leave a Comment 

Based on the following Oscar results from last night’s Academy Awards and the following Financial Advisor Marketing Survey, speaking is the clear winner over social networking.

The King’s Speech

  • Best Actor
  • Best Director
  • Best Picture
  • Best Original Screenplay

The Social Network

  • Best Adapted Screenplay
  • Best Film Editing
  • Best Original Score

Honestly, there is no clear winner because one requires both speaking and social networking for marketing success.

 

 

 

 

Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!

Dear All,

I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.

The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.

There are two ways I could have played this:

  1. Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
  2. Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!

Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.

Honestly, it would cost tens of thousands to receive the exposure that this poll can create.

So I’m asking for your help.

The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.

Again, why am I asking?

■ The exposure is absolutely great for my professional career development

■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages

■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors

■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied

To vote CLICK HERE.

Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.

If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.

To vote CLICK HERE.

 

Celebrating My 6th Year Of Blogging & 1790 Blogs!

February 25, 2011 by · Leave a Comment 

Today marks the 6th Anniversary since I started blogging along with my 1,790th blog.

When we started out working exclusively within the financial advisor niche we would knock on doors and the reply was; “Who’s Simon Reilly”?

Honestly we couldn’t get a look in past the gate keeper.

I kind of felt like a person that introduced themselves to me at my first Anthony Robbins’ event in 1989 at The 5th Avenue Theatre in Seattle as a JAFR … Just Another Frigging Realtor.

Back in those days ( 1989 ),  personal development was still the next big thing which was followed by coaching becoming the next big thing in 1994.

The days of “anyone that can fog a mirror can become a coach” are long gone and it takes commitment, consistency, contribution and conviction and drilling deep into a niche market to be seen as a recognized coaching expert through speaking and writing to reach high above the cloud of the competition.

Social media appears to be the next big thing.

I see myself as an accidental social media expert with my social media journey contributing to the financial advisor profession starting in December of 2004 with the launch of our Leading Advisor Website along with my Plan * Play * Profit monthly E-Newsletter followed by the launch of my daily blog in February of 2005.

Six years ago was a long time ago when I had no clue about the social media juggernauts that have turned out to be the big three of LinkedIn, Facebook and Twitter starting in 2002, 2003 and 2006 respectively.

In the early days of our web site, I guess you could say that I was old school adopting “if it is going to be, it is up to me” when I came to realize that while SEO gave me top Google rankings in the following categories, it was not giving me the calls and e-mails that I was expecting; “financial advisor coach”, “financial advisor coaching”, “financial advisor speaker”, financial advisor speaking” and “financial advisor training”.

The financial advisor profession, along with working with high net worth financial clients requires a consultative face to face sales approach and it isn’t going to happen because of your latest Tweet. It is about STP! See The People!

So with “if it is going to be, it is up to me”, I set out six years ago to STP and at the same time offer invitations to my web presence through speaking coast to coast in Canada & the USA at financial advisor conferences and tradeshows.

I’ve spoken at over 170 of the who’s who of financial advisor conferences and tradeshows that include; Advocis, Canada Life, Independent Financial Brokers, Manulife, NAIFA, Pro Seminars, The Million Dollar Round Table, and my speaking schedule for 2010 included speaking main stage for the best of the best including; Great West Life, HUB Financial, London Life and Sun Life.

We contribute by supporting the financial advisor profession as members of Advocis ( The Financial Advisors Association of Canada ) , the IFB ( The Independent Financial Brokers of Canada ) and NAIFA ( The National Association of Insurance and Financial Advisors ).

Along the way I’ve been written about in the Advocis Forum Magazine, Advisor.ca, NAIFA-Iowa’s Monthly Magazine and The Investment Executive. I am currently one of the top ten finalists in Advisor.ca’s ‘Name That Visionary Contest’ as voted on by their readers.

And speaking of writing, social media has helped me to find my speaking voice and my writing voice to publish my first book called, Curing The Unmet Needs Disease, and my second book is ready to be published entitled, Breaking Through The Plateauing Out Syndrome.

So with six years into social media, I am still a novice with having spoken to 15,000 – 20,000 financial advisors that narrows down to a Plan * Play * Profit monthly E-Newsletter readership of about 10%.

Our social media journey continues to improve working with Liz Urichuk as our Social Media Manager  and we look forward to strengthening our relationships with the our web and speaking contacts through FaceBook, LinkedIn and Twitter.

At this stage of drilling deep down into a niche through speaking combined with social media I’m celebrating that we are now knocking on the doors of financial advisor corporates and financial advisors and we are being invited in for a conversation.

Oh yes, there is the odd time that we receive e-mails like this one from Australia, Canada, the UK, and the USA from social media; “I’ve been reading your E-Newsletter and Blog for about a year and a half off and on and I’d like to have a conversation with you.”

After 6 years in social media it is clear to me that the financial advisor profession, not unlike any other profession, requires a consultative sales process that requires face to face and or telephone contact to create the sales.

Don’t fool yourself into thinking that social media is going to replace the consultative face to face and or telephone contact that is required to create the sales in your niche market … social media is just another tool and it is not the next big thing.

What is the next big thing?

There is no next big thing.

Nothing works.

What works is you working what works – STP – spend more time to see the people, versus key the people!

Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!

Dear All,

I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.

The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.

There are two ways I could have played this:

  1. Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
  2. Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!

Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.

Honestly, it would cost tens of thousands to receive the exposure that this poll can create.

So I’m asking for your help.

The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.

Again, why am I asking?

■ The exposure is absolutely great for my professional career development

■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages

■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors

■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied

To vote CLICK HERE.

Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.

If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.

To vote CLICK HERE.

 

Thank You To The Elite Advisor

February 24, 2011 by · Leave a Comment 

The Elite Advisor has brought together an all-star line-up of World Class Coaches that helps financial advisors increase their sales and grow their practice.

We very much appreciate being part of The Elite Advisor and thank you for including our offer for our Free One Page Business Plan Webinars March 16th & 22nd.

Free One Page Business Plan Webinars March 16th & 22nd – Register Now!

Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinar and the One Page Business Plan(TM) Webinars!

“If you don’t get the words right, you might build the wrong business and may never get the numbers right.”

The dates for the One Page Business Plan(TM) Free Webinars are:

  • Wednesday March 16th at 1:00pm EDT
  • Tuesday, March 22ndat 4:15pm EDT


Who should attend?

  • Do you have too many scattered ideas?
  • Do you need to focus on a few?
  • Do you need to jumpstart your business right now?
  • Do you have no time or interest in writing a 50 page business plan?
  • Do you need to determine if you’re focusing on the right things?
  • Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan(TM) – a powerful tool for building and managing a business.  It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way!  I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan(TM).

To Register for the One Page Business Plan(TM) Free Webinar:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

  • Wednesday, March 16th at 1:00pm EDT
  • Tuesday, March 22nd at 4:15pm EDT

Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!

Dear All,

I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.

The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.

There are two ways I could have played this:

  1. Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
  2. Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!

Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.

Honestly, it would cost tens of thousands to receive the exposure that this poll can create.

So I’m asking for your help.

The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.

Again, why am I asking?

■ The exposure is absolutely great for my professional career development

■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages

■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors

■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied

To vote CLICK HERE.

Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.

If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.

To vote CLICK HERE.

 

The Best Advisors Seem To Have The Deepest Scars

February 23, 2011 by · Leave a Comment 

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.

Here is an outstanding example of a Parable from Rod Tyler of Tyler & Associates in Regina, SK.

My Graduate Degree – by Rod Tyler

“I was seldom able to see an opportunity until it ceased to be one” – Mark Twain.

When I was 24 years old, I left university and graduate school to live in a northern Manitoba mining town and write my thesis. This was the 1970′s and the cost of living in northern Manitoba was skyrocketing. I had only my scholarship funds and a promise of a job on which to survive financially. Before too long, I had spent all the scholarship money and was working at three jobs to make ends meet. One of those jobs was running a truck leasing and rental operation. After six months of working at this job, my friend and chartered accountant, who had convinced  me to take this job, said that he had good news and bad news. The bad news was that I wasn’t going to get paid. The good news was that I could buy the rental company and assume its debt.

For six months, I continued to fulfill another contract, unloading 540 washers, dryers, fridges and stoves, and installing them in a townhouse complex. Then with my money from completing that contract, I flew off to Winnipeg, to meet a high priced lawyer, one of the partners of the city’s most prestigious and powerful law firms. I handed over all my money to him and took on the debt of the rental company and the rental vehicles. I went straight to my hotel room after this signing ceremony, with the intent of flying back to northern Manitoba the next day. I no sooner sat down, alone, in that hotel room, than I began to cry. I was a grown man, sort of, supposedly educated, and I had just given away all my savings and agreed to repay a huge debt. My crying lasted all of about 10 minutes when I realized that I had only one option; I needed to get back to my newly purchased business as quickly as I could and then get on with it. I called the airline, asked if I could get on that evening’s flight, and when they said yes, I rushed to the front desk of the hotel, slapped down my room money and hailed a cab to the airport. I never spent another minute thinking about what might happen. I was, as they say in poker, “all in”.

Over the next several years I put all my efforts into making my business as successful as I could. Eventually I sold it to another budding entrepreneur. I never did finish that thesis, but I received something more valuable.  I got a graduate degree in the actual practice of running a real business. It wasn’t the least bit theoretical. I also learned not to spend my time worrying about outcomes that might never materialize. I learned that it is better to take action. My business provided me with “on the job training”, including more lessons from other missteps, but with all the rewards that accrue to persistence. For that, I am thankful.

You might be temped to conclude that I place little value in education. I do not want to mislead you, because I do place a great deal of emphasis on advanced learning. When I entered the world of financial services I immediately recognized the need to learn all I could about financial planning and to obtain all the professional accreditations. And so I took action and completed all the requisite courses. Later in life, recognizing the need to continue learning,  I have added to the initials you see behind my name. I also still spend a great deal of time attending advanced learning seminars and professional workshops. In addition I completely embrace the concept of the Coop Program of Studies sponsored by my alma mater, the University of Regina. I have hired students to work in our business so they can appreciate the expectations of a business while they complete their program of studies and obtain  a degree. However, the experience I gained from starting and successfully running a business at 24 years of age will be the best graduate degree I could ever earn.

Perhaps someday I will return to the halls of learning to offer a course focused on the entrepreneurial initiative. If I do, it will involve some theory and a lot of actual experience in starting and successfully operating a new business.

Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!

Dear All,

I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.

The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.

There are two ways I could have played this:

  1. Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
  2. Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!

Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.

Honestly, it would cost tens of thousands to receive the exposure that this poll can create.

So I’m asking for your help.

The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.

Again, why am I asking?

■ The exposure is absolutely great for my professional career development

■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages

■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors

■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied

To vote CLICK HERE.

Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.

If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.

To vote CLICK HERE.

 

Don’t Use The Words Financial Planning In The Title Of Your Presentations

February 22, 2011 by · Leave a Comment 

Using the words “Financial Planning” in your speaking presentation title is the same as us using the words “Business Plan” in our speaking presentation titles.

Whether it is a Financial Plan or Business Plan, the potential attendee of your speaking presentation already has an opinion of what a Financial Plan or Business Plan is and your value added presentation could be easily written off.

Here is the latest full title and overview that we are using and the other 11 titles that we could use.

You Don’t Need More Time….You Just Need To Decide!

  • Do you have too many scattered ideas?
  • Do you need to focus on a few?
  • Do you need to jumpstart your business right now?
  • Do you have no time or interest in writing a 50 page business plan?
  • Do you need to determine if you’re focusing on the right things?
  • Do you need an effective blueprint to keep yourself and team focused?

Join Simon Reilly in this value packed presentation to learn how the One Page Business Plan can help you to write a clear, concise, and understandable business plan using key words and short phrases in the fastest, easiest and simplest way possible.

  1. 29 Disciplines For Growth & Success
  2. Getting Things Right When Everything Seems Wrong
  3. Stop Using A To Do List, It’s Killing Your Inspiration
  4. 29 Tools & Tricks For Business Planning
  5. What Will Your Practice look Like In 2014?
  6. The Traditional Business Plan Is Dead
  7. How To Re-Think Your Business In 29 Steps
  8. The Disciplines Of Business
  9. Reflections On What Works And What Doesn’t Work In Business
  10. The 90 Day Business Plan
  11. How To Fire Up Your Business In 90 Days

Simon Reilly Makes The Final Round Of Advisor.ca Visionary Poll!

Dear All,

I’ve made the final round for Advisor.ca’s ‘Name That Visionary Poll’.

The Advisor.ca ‘Name That Visionary Poll’ started last April. The first step was nomination, the second step was shortlisting the top twenty and this final round is choosing a winner from the top ten so please click here to cast your vote for me.

There are two ways I could have played this:

  1. Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – ”I don’t take part in these celebrity competitions because it’s beneath me”
  2. Bold, outrageous and provocative – ”asking for the business” – vote for me because I love the exposure!

Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing & Social Media as you are a reader of my Blog or E-Newsletter and we were initially introduced through financial advisor speaking or via the internet.

Honestly, it would cost tens of thousands to receive the exposure that this poll can create.

So I’m asking for your help.

The next step is to vote for one of the top ten finalists and you can do this by CLICKING HERE & PLEASE VOTE FOR ME.

Again, why am I asking?

■ The exposure is absolutely great for my professional career development

■ The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages

■ The encouragement to me to keep fighting the fight for quality career and independent financial advisors

■ My coaches and mentors all get to take a break as my unmet need of recognition is satisfied

To vote CLICK HERE.

Please note that given Advisor.ca is a publication for financial and investment advisors, I humbly submit that I do not profess to be a Financial or Investment Visionary as far as financial planning, products and services.

If one were to see me as a Visionary it may be because of doing my best to walk my talk as a Financial & Investment Advisor Coach, Speaker & Writer that uses systems like a E-Nurture Marketing & Social Media in their own practice and this is why I suppose I gained the nomination in the first place for Advisor.ca Visionary Poll.

To vote CLICK HERE.

 

Plan · Play · Profit – February 2011

February 21, 2011 by · Leave a Comment 

Leading Advisor

Is Your Business Plan Or Lack Of One Causing You To Choke?

Plan · Play · Profit | February 2011

Welcome to the February 2011 edition of our Plan · Play · Profit E-Newsletter.

Seth Godin’s words of “You Don’t Need More Time … You Just Need To Decide” jumped right off his blog page at me on February 9th as it resonated with what we had been talking about the day before on a One Page Business Plan Consultant’s Call with Jim Horan, the creator of the One Page Business Plan.

One of the One Page Business Plan Consultants had remarked that business people that have time management problems often times don’t have a business plan.

Whether on paper or in their head, business people that don’t have a business plan keep going over the same to-do list over and over again sucking up their valuable time and focus reminding themselves of what they have to do over and over again without making a decision about what action to do next leaving them in overwhelm.

It is the absence of a decision making plan, because that is what a business plan is, that keeps them going over and going over the same to-do list over and over again that causes the time management problem.

To make my point, haven’t you grown tired of me writing “over and over again”?

A business plan causes you to identify what needs to be done, to make decisions on the actions that need to be done so that you are in action versus distraction.

Business people that are distracted with to-do lists do not realize that they are filling up their mind’s “working memory” which eliminates them from doing any strategic long term thinking, planning or actions because they are overwhelmed with repeated tactical thinking causing then to be in action, working in the business versus on the business, majoring in minor things and they will be in the same place, same time next year so to speak.

You voted for me to get me to the Final Round of Advisor.ca’s Visionary Poll – Don’t Stop Now February 28th is the deadline! Please click here to cast your vote.

Jim Horan told me about doing a Strategic Planning Session for a group of Fortune 500 Executives. He started his presentation by drawing a pie chart on a flip chart, marking out Quarters 1, 2, 3 and 4. He asked the group of executives, “Who can tell me what their Strategic Plans are for the 4th Quarter?” Silence. The group of executives were all too busy working on tactics in Quarters 1, 2 & 3.

Is going over and over the same to-do list over and over again causing one to fill up their “working memory” with ”worrying memory” reminding them of what isn’t done versus taking that same energy and investing it in action?

Isn’t this creating unnecessary pressure?

According to Sian Bielock, an associate professor of psychology at the University of Chicago in the January 14th issue of Science …

“Pressure-filled situations can deplete a part of the brain’s processing power known as working memory, which is critical to many everyday activities. Working memory is a sort of mental scratch pad that allows people to retrieve and use information relevant to the task at hand. But it is a limited resource, and when worries creep up, the working memory people normally use to succeed becomes overburdened. That can sap the brain power necessary to excel”.


Beilock is one of the nation’s leading experts on ”choking under pressure” — a phenomenon in which talented people perform below their skill level when presented with a particularly challenging experience.  Her recently published book, Choke: What the Secrets of the Brain Reveal About Getting It Right When You Have To, gives advice on how to avoid choking in situations ranging from high-stakes exams to important business presentations and athletic competition”.


Advisor.ca’s Visionary Poll is NOT over! The deadline is February 28th! Please Vote Simon Reilly for the win!


I was originally drawn to January 13th the University of Chicago News article by a newscast on Global TV about students.

“Students can combat test anxiety and improve performance by writing about their worries immediately before the exam begins, according to a University of Chicago study published in the journal Science.


Researchers found that students who were prone to test anxiety improved their high-stakes test scores by nearly one grade point after they were given 10 minutes to write about what was causing them fear, according to the article, “Writing about Testing Boosts Exam Performance in the Classroom.” The article appears in the Jan. 14 issue of Science and is based on research supported by the National Science Foundation.


The writing exercise allowed students to unload their anxieties before taking the test and accordingly freed up brainpower needed to complete the test successfully — brainpower that is normally occupied by worries about the test, explained the study’s senior author, Sian Beilock, an associate professor in psychology at the University.


Excerpts taken from “The University of Chicago News, January 13th - Writing about worries eases anxiety and improves test performance”.

If writing can help students increase their results, then it makes the same sense for business people for are we not all students of business?

The One Page Business Plan translates the standard elements of a business plan into five simple, universal questions.

Vision:                       What are you building?

Mission:                     Why does this business exist?

Objectives:                What results will you measure?

Strategy:                    How will you build this company?

Plans:                         What is the work to be done?

A Vision Statement answers the following questions:

  • What will this business look like in 1, 3, 5 yrs?
  • What type of company is this?
  • What markets does it serve?
  • What is the geographic scope?
  • Who are target customers?
  • What are the key products and services?
  • What sales goal are we striving for?

I made the Final Round of Advisor.ca’s Visionary Poll - Please HELP make me the finalist. VOTE today as the deadline is February 28th!

A Mission Statement answers the following questions:

  • Who are our customers?
  • What key customer needs do we serve?
  • What wants, needs, desires,pain, or problems do our product services solve?
  • What is our unique selling proposition? What is the key competitive edge or unique quality that we have in serving that need?
  • What promise do we make to our customer?

Objectives are short statements that quantify the end results of any work effort.  Objectives are easy to write and are instantly recognizable as Objectives when you use these five easy guidelines:

  1. Only write Objectives that can be graphed
  2. Include numerical value in every Objective
  3. One quantitative measure per Objective
  4. Limit of 9 Objectives per One Page Plan
  5. Assign names & dates to assure accountability

Strategies are broad statements, covering multiple years that:

  • Set the direction, philosophy, values
  • Establish guidelines for evaluating important decisions
  • Set limits on what a company will do/not do.
  • Provides a blueprint or roadmap for building and managing the company

Actions describe the actual “work” to be done in your company and/or department.  “Plans” are the execution steps implied in the Strategy and Objectives.

  • Definition of specific actions/work to be done
  • Business building or infrastructure projects
  • Related to strategies and objectives
  • Assign names & dates to assure accountability

The One Page Business Plan Methodology causes one to get clear on their focus and direction with their Vision and Mission. Objectives are one year measures but before any Actions start, long term three year Strategies are defined to answer how the Vision and Mission will be realized in the long term so that Actions are linked to both the short and long term.

Leading Advisor is enjoying remarkable 2011 results by using the One Page Business Plan and we have completed the implementation of the following Action Plans:

  • Integrate Leading Advisor’s existing business planning systems with the One Page Business Plan
  • Hire a Social Media Virtual Assistant and write and implement a Social Media Plan
  • Complete the One Page Business Plan Training, Leading Advisor Client Introduction, PowerPoint, Speaking Presentations, Webinar Presentations and One Page Business Plan Senior Consultant Designation

Our next Action Plan to focus on is Update and implement a Canadian, UK & USA Center Of Influence Marketing Plan to attract:

  • Association speaking opportunities
  • Coaching referrals
  • Corporate speaking opportunities
  • Corporate workshop opportunities
  • Sponsorship opportunities
  • Webinar referrals
  • Writing opportunities

I will be sharing more detail on the Canadian, UK & USA Center Of Influence Marketing Plan in forthcoming blogs and e-newsletters.

You have heard the expression “be careful what you wish for” and here is what we attracted last week:

  • An invitation to speak at a conference in Las Vegas
  • An invitation to write for a US financial advisor magazine
  • A preliminary conversation to do a workshop in Jamaica

Looking forward to the results when the Canadian, UK & USA Center Of Influence Marketing Plan

is written!

THANK YOU! With YOUR help again I could be the winner of Advisor.ca’s Visionary Poll.

The deadline is February 28th VOTE today!


Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinar and the One Page Business Plan(TM) Webinars!

“If you don’t get the words right, you might build the wrong business and may never get the numbers right.”

The dates for the One Page Business Plan(TM) Free Webinars are:

  • Wednesday March 16th at 1:00pm EDT
  • Tuesday, March 22ndat 4:15pm EDT


Who should attend?

  • Do you have too many scattered ideas?
  • Do you need to focus on a few?
  • Do you need to jumpstart your business right now?
  • Do you have no time or interest in writing a 50 page business plan?
  • Do you need to determine if you’re focusing on the right things?
  • Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan(TM) – a powerful tool for building and managing a business.  It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way!  I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan(TM).

To Register for the One Page Business Plan(TM) Free Webinar:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

  • Wednesday, March 16th at 1:00pm EDT
  • Tuesday, March 22nd at 4:15pm EDT

Thank you for the opportunity to be of service.

Simon Reilly

The Financial Advisor Coach

1 877 248 6019

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

 

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