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Clear Your Roadblocks e-Newsletter – April 2010

April 21, 2010 by · 1 Comment 

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Succession
Planning – More Alive Than Ever?

Clear Your Roadblocks | April 2010

Welcome to the April 2010 edition of our Clear Your Roadblocks E-Newsletter.

Welcome to the April edition of our Clear Your Roadblocks E-Newsletter and by the time you read this I will be in recovery from OCCEC/MDRTPPD – that is Obsessive Compulsive Continuing Education
Credit / Million Dollar Round Table Power Point Disorder.

The reason that I say this is every extra moment over the past 45 days has been going into finishing off my Power Point for my presentation at The Million Dollar Road Table on June 15th.
While I was in the midst of creating The MDRT PowerPoint, and in advance of speaking at Advocis London & Sarnia and Vancouver on March 25th and April 20th, I was advised on March 1st that Advocis has changed their 2010 CE Accreditation Qualification Process by handing it all over to The Chartered Life Underwriters so my whole world was turned upside down.

Imagine that! The Clear Your Roadblocks financial advisor speaking presentation that has been crafted over 150 financial advisor speaking presentations over 4 years that includes 20 Advocis Chapters and approved for CE Credits for 2006, 2007, 2008 and 2009 – no longer qualifies.

As David Essex said, “I am not a juke box” in reply to the record company that wanted him to come up with an album on short notice, I cannot pull content and PowerPoints out of thin air … it takes time and cannot be done on short notice … especially when one has a huge creative project like a PowerPoint for The MDRT.

Having said this, I really have a lot of empathy for financial advisors and what they go through to be compliant.

At the same time, it is a message to raise the bar with our presentations to go from inspirational to technical with some inspirtechnical
in the mix.

So at this writing – Laura, Tiffany and I are all continuing to work on a brand new CE Accredited PowerPoint presentataion for Advocis Vancouver.

So what can I share with you in the midst of all of this plus a world wind of booking 18 financial advisor speaking presentations with 6 more
waiting in the wings since our return from The British Virgin Islands on February 5th?

Be careful what you wish for …. Simon.

This edition of our Clear Your Roadblocks E-Newsletter includes;

clip_image002
Thank you for the opportunity to be of service.

Simon Reilly

The Financial Advisor Coach

1 877 248 6019

Leading Advisor Advisor.ca ‘Name That Visionary Contest’

‘Name That Visionary Contest’: Who are the Top 10 leaders in the industry today?

Submit your nominations and you could win an iPhone.
Enter the contest here.
There are two ways of playing 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. Be bold, outrageous, and provocative – “asking for the business” – vote for me because I love the exposure!
I’d like to announce my candidature in ‘Name That Visionary Contest’: Who are the Top 10 leaders in the industry today?
PLEASE VOTE FOR ME


Why?
  • 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 is 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
  • You will have to spend a few minutes thinking about your personal Top 10 leaders in the industry today and complete some basic personal details.

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Leading Advisor Sun Life Kelowna Financial Advisor Speaking
Testimonials

I had the fortunate opportunity to speak at my first SunLife Campaign Launch on April 7th in Kelowna, BC and here is what the Financial Centre Manager had to say and click here to read the rest of the SunLife Kelowna
Financial Advisor Speaking Testimonials.

“I received wonderful feedback about your Clear Your Roadblocks presentation from our financial advisors. It was more impactful than I expected and it struck a chord with both newer advisors and senior advisors alike. I believe that our boundaries are limited by our values which get formed in our early years and these can hold us back. You reminded each and every advisor about why they are a financial advisor and showed them practical ways to reignite their passion and build their business.”

Percival Chang
Sun Life Financial
Financial Centre Manager Kelowna, BC


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Leading Advisor The Cover Slide for My MDRT PowerPoint

While I’m not main stage at the MDRT yet, the opportunity to be a breakout speaker at the June MDRT Annual Meeting is like speaking at the world series of financial advisor speaking. Here is the cover PowerPoint slide that the MDRT gave me last week after completing the PowerPoint to go along with my manuscript. It is great for me in that I get to speak in my old home town of Vancouver. Someone once told me that you have to leave town to get famous.

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Leading Advisor Career Agency System + Succession Planning – More
Alive Than Ever?

It’s March 27th, 2010 and I’m on a flight home from Toronto to Vancouver after a week in Ontario; speaking at Advocis London & Advocis Sarnia, re-visiting a number of MGA firms and receiving word that I will speaking at the Toronto and Winnipeg SunLife Sales Conferences in June.

I continue to hear financial advisors tell me that the industry isn’t what it used to be and that nobody is providing training for financial advisors anymore with the death of the career agency system forcing many financial advisors to become independent … but they are quick to say that there are still high quality career agencies like Freedom 55, Investors Group and Sun Life.

At the same time, I’m reflecting on a financial advisor industry proclamation that while one third of financial advisors are over 64 years of age, very few have their succession planning in place.

Is this really true?

For financial advisors with Freedom 55, Investors Group and Sun Life, it is safe to say that financial advisor succession planning is in place with in-house career agency financial advisors with ten to fifteen years of experience taking over the clients of the senior advisors.

So the financial advisor industry proclamation that while one third of financial advisors are over 64 years of age, very few have their succession planning in place is not relevant to the financial advisors with career agencies.

So it would stand to reason that the proclamation about succession planning applies towards the independent financial advisors that work through MGAs and Mutual Fund Dealers.

Not so. I believe that succession planning is available to the independent financial advisor through the MGAs and Mutual Fund Dealers because they will do everything that they can to help the independent financial advisor find a suitable buyer for their business.

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Leading Advisor AdvisorWebsites

AdvisorWebsites (“the Company”) is pleased to announce the launch of the Company’s new website www.advisorwebsites.com along with brand new features and service offerings.

[ Please note that I am not in business with Bart Wisniowski and AdvisorWebsites and they are not paying me a commission for this mention. I am mentioning their new website launch because they asked. ]

The new branding is the result of months of discussion with clients across North America, as well as employees and industry analysts. The website provides information on the services offered at AdvisorWebsites for financial services professionals.

New features include simplified registration process, reduced signup costs, news and information updates, featured webinars, latest blog posts and many more. Visitors may also enter their email address to receive a free subscription to the AdvisorWebsites Marketing quarterly e-newsletter.

Finally, clients are now able to find detailed information on the Company’s Approved Vendors, rate their experience or benefit from discounted offers on services such as CSS, Social Media, Case Studies or Coaching. To read more click AdvisorWebsites.

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Leading Advisor What Does A Coaching Call Follow Up E-Mail Look
Like From Me?

Dear Joe Advisor,

Thank you for today’s coaching call.

Here are my thoughts from our call;

  • Now that RRSP season is complete, act as if this is the beginning of your year
  • Get yourself complete meaning completing all loose ends … don’t start anything
    new
  • Find two – three days of uninterrupted time where you can be anonymous to;
  • Re-visit your vision and business plan
  • Imagine the advisor that you have to be to realize your vision
  • Review your budget cash flow to look at your worst case scenario … if you don’t
    sell anything new, what will the projected ending balances look like? I am asking you do to this to face the fear of the ego mind that you don’t have to wake up like a salesperson every single day … Clear if you need to …Get comfortable with what Seth Godin talks about in The Dip … every business has one
  • Write out your investment philosophy profiles for the levels of the clients that
    you deal with based on your Ideal Client Profile(s)
  • Write out your beliefs about your investment philosophy and clear your ego mind’s fear about what if
  • Consider offering your “A” Ideal Client Profile building custom asset mixes and picking funds and the rest would go into a balanced fund.
  • Could you charge the “A” Ideal Client Profile a fee?
  • Create a service offering sheet that explains what you do for your clients, what is included as part of your service offering and identify the services that you offer for an extra fee – stop doing the extras for free.
  • Your service offering will explain what is expected of the client and how many appointments that they receive – in the office
  • ( The extra fees will allow you to pay your support team to do the things that they need to do to support you so that you have time to attract the “A” Ideal Client Profile and build custom asset mixes and pick funds. )
  • The ”A” Ideal Client Profile has to include you enjoy working with them, they have a strong association and business network and they have the $$$
  • Remember to qualify your prospect referrals with your Ideal Client Profile and learn to say NO … and be OK with that and GET that you will be rewarded by action and results based on what you WANT
  • Review the referrals that your received from your partner against your Ideal Client Profile – work on them region by region
  • Remember to set a goal to reduce the amount of times that you are doing the traveling – refer to the last coaching call follow up for notes
  • Commit to asking your Ideal Client Profile clients for referrals
  • Ask your Ideal Client Profile clients the following questions to;
    • Get you associated to the value that you provide – What I want for you is develop the conviction to work with more of these clients – this WILL ignite your passion and focus
    • Ask for referrals
    • Gain testimonials
  • Clear your ego’s limiting beliefs and emotions that are connected to The Hunter

Here is the reflection that I had about two needs that are working against each other; Success is impossible when unmet needs of approval and safety drive negative beliefs that “I can’t do enough” & “there is never enough”.

One should be conscious that they have the unmet needs and use the I observe journaling to be aware that one is meeting the unmet need from within versus trying to get them met from the outside which is impossible.

At the same time as stronger values based affirmation would serve and here is an example; I observe my value of abundance is being met as I witness that I am attracting clients with $500,000 in assets and clients that
want $5,000,000 in insurance

Remember that you are protected, provided for and that the present is perfect … make a list of the evidence that you have for this.

The following process fits into your two – three days of uninterrupted time …

The first 90 days of 2010 draws to a close on March 31st… time to start creating 90 day goals for April 1st to June 30th

Before you do this, make the commitment to Empty Your Mind before the end of the month so that you can create the space to write your 90 day goals and get your business house in order.

Using Microsoft Excel as an example;

1. Type in every idea, project, task, and “to-do”  – line by line until you empty your mind. I do this on a weekly basis and I review the following areas for info;

  • Business plan
  • Documents that I have created in the last week in Excel, Mind Genius, Word etc.
  • E-Mail - incoming
  • Files
  • Loose paper notes on my desk – file them at the same time
  • Notes in my Journal
  • Maximizer or Outlook – or the CRM system that you are using
  • Open documents on my computer desk top
  • Smartphone notes
  • Sticky notes – if you use them – I don’t

2.  Next, review the following categories and ask what other project areas come to mind and add them to this list; administration, computers / systems, customer service, financial, marketing, office management, planning, product development, production, sales, team building and training. You can also include areas for your personal live that include; auto, clothing, home, health, hobby, intellectual, relationships; family, friends, spouse, spirituality

3. Next, in a separate column in Excel, type in the category that each idea, project, task and “to-do” belongs to

4. Next, sort the ideas, projects, tasks and to-dos alphabetically

5. Next, using another column in Microsoft Excel, prioritize by A – must be done before X date then, by B, & C priority

6. Next, using another column, identify what can be delegated and meet with your team with written instructions

7. Next, schedule your A priorities and take action

Here is a goal setting strategy that you can adjust to 90 days versus 1 year goals.

Vision worksheet

If you could wave a magic wand and be looking back on the year from December 31st…

  • What would have to have happened for you to be happy with the progress that you have made in the past year?
  • What did you accomplish?
  • What goals did you set and achieve?
  • What made you happy?

Use the following project areas to remind you of all the goals that you could be setting in both your business and personal lives:

Business Personal
Administration Auto
Clients Clothing
Computers, Systems and Technology Charity
Customer Service Entertainment
Financial Family
Marketing Friends
Planning Health
Product Development Hobbies
Production Home
Sales Intellectual
Team Spirituality
Training Spouse
Travel

Write your goals down in detail, using the five W’s – who, what, where, when and why – but forget about how.

Leading Advisor Bill Bishop’s New Book Is Published! The Problem With Penguins

Bill Bishop is very pleased to announce that his new book The Problem With Penguins is now officially published. He wants to thank everyone who helped him put this book together over the past two years.

If you would like to order copies of the book (either hardcover or paperback), go to: http://biginc.com/penguin/penguin_book.html

If you would like to order 10 or more books, call Sonia at 416.364.8770 and ask about their Penguin Special.

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Leading Advisor Why Some Financial Advisor Don’t Want To
Work With A Coach

Survival instincts are great motivators and cause one to keep going and going and going and doing and doing and doing the same thing, and at the end of the day still expect a different result.

Those same survival instincts cause one to keep going, just like some men who will not stop to ask for directions because it might demonstrate a sense of helplessness that could attract an ambush.

At the same time, it takes time to create and find the map. Then there is the time it takes to read it. So perhaps it is better to just keep on driving and driving and driving.

What if a financial advisor’s client asked for a copy of their roadmap; their values, vision, mission, business plan?

Would they be able to produce their roadmap?

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Leading Advisor People Are Afraid Of Themselves

“People are afraid of themselves, of their own reality; their feelings most of all.

People talk about how great love is, but that’s bullshit. Love hurts. Feelings are disturbing.

People are taught that pain is evil and dangerous. How can they deal with love if they’re afraid to feel? Pain is meant to wake us up.  People try to hide their pain. But they’re wrong.

Pain is something to carry, like a radio. You feel your strength in the experience of pain. It’s all in how you carry it. That’s what matters. Pain is a feeling.

Your feelings are a part of you. Your own reality. If you feel ashamed of them, and hide them, you’re letting society destroy your reality. You should stand up for your right to feel your pain.”

- Jim Morrison

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

 

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Clear Your Roadblocks eNewsletter | October 2009

October 15, 2009 by · Leave a Comment 

Breakthrough!
How To Breakthrough
“The Plateauing Out Syndrome”!

Clear Your Roadblocks | October 2009

Welcome to the October edition of our Clearing Your Roadblocks E-Newsletter.

Have you ever had the feeling that you have bitten off more that you can chew?

This month’s Clear Your Roadblocks E-Newsletter was going to be entitled Breakthrough The Plateauing Out Syndrome as I was going to use the research from the E-Newsletter to kill three birds with one stone.

  1. E-Newsletter – deadline October 15th
  2. 20 Page Manuscript – deadline October 26th for the 1st draft and December 14th for the final draft
  3. PowerPoint – deadline November 3rd

I am not one to shirk my responsibilities but this is one of the few monthly E-Newsletters in nearly five years where I am going to give you The Best September Blogs that I have written in the past thirty days and offer you an article on What I Am Doing to understand my approach to this E-Newsletter. I’m also sending along a video on How Do You Get Inspired? which is helping to create the volume of creative work that I am into. I’ve also included the speaking overview to Breakthrough The Plateauing Out Syndrome. This strategy is so that I can go straight into writing the Manuscript and PowerPoint without the challenge of first creating a perfect E-Newsletter.

In closing, I will provide you with some insights on Breakthrough The Plateauing Out Syndrome in November.

This edition of our Clear Your Roadblocks E-Newsletter includes;

clip_image002Enjoy the read and thank you for the opportunity to be of service.

Simon Reilly
The Financial Advisor Coach
      1 877 248 6019  1 877 248 6019    1 877 248 6019  1 877 248 6019

Leading Advisor Breakthrough! – How To Breakthrough “The Plateauing Out Syndrome”!

  • Have you managed to maintain the same levels of production in “The New Normal”?
  • Are you struggling to figure out how to “grow” your business in real terms?

“The Plateauing Out Syndrome” was coined by the members of The Million Dollar Round Table. With the advent of “The New Normal” contributing to clients taking longer and longer to make decisions, Breaking Through “The Plateau” seems more daunting than ever.

For some, the pace of business isn’t what it used to be contributing to thoughts like, “is this all there is?”, and “what am I doing this for?”, and “what is the use?”

“When there is no understanding, there is judgment. When there is judgment, there can be no understanding or inspiration”.

Join Simon Reilly to Understand How To & What To Do to Breakthrough “The Plateauing Out Syndrome”.

Leading Advisor The Best September Blogs

Leading Advisor How Do You Get Inspired?

Financial Advisor Coaching - How Do You Get Inspired?

Leading Advisor What I Am Doing?

We continue to climb the Leading Advisor peak to fulfill our vision by completing and filling the Leading Advisor marketing funnel. With the intent of fulfilling a component of our vision by delivering a ”Live”, cross Canada scalable program though the new Clear Your Roadblocks Live Workshops & Follow Up Coaching GYM
Program.

To this end;

  • We have successfully completed the Clear Your Roadblocks Live
    Workshops & Follow Up Coaching GYM Program for a private client and we are getting ready to market it
  • Segueing off of the new Clear Your Roadblocks Live Workshops & Follow Up Coaching GYM Program … We have created a “Free Digital Coaching Program” that is called The Clear Your Roadblocks Coaching GYM and to find out more go here; http://www.gym.leadingadvisor.com/
  • By we I am referring to the members of our
    team that include; Chris Barrow, Kim Black, Simon Parsons, Laura Reilly, myself and Tiffany Mayrhofer has just joined Leading Advisor as an Administrative Assistant
  • I’ve been accepted as a speaker for what is probably the most prominent international industry speaking opportunity in 2010
  • By the end of the year, I will have spoken to 25% more Advocis Chapters Coast to Coast than in all of 2006, 2007 and 2008 combined
  • We are booking loads of Advocis Speaking dates for 2010
  • Business is good enough to continue to capitalize Leading Advisor Inc.

To continue towards our vision, here is what we have got on for the rest of the year;

  • Write Breakthrough The Plateauing Out Syndrome and
    deliver through;

    • October E-Newsletter
    • PowerPoint
    • Speaking Presentations
    • Centers Of Influence and Strategic Alliances
  • Write Clear Your Roadblocks Live Workshops & Follow Up Coaching GYM Program Sales Copy c/w Camtasia and Show Reels
  • Write a revised Marketing & Sales Plan for speaking, workshop/follow up coaching, one on one coaching and digital coaching
  • Write and deliver a live Clear Your Roadblocks Live Workshops & Follow Up Coaching GYM
    Program for delivery in Ottawa and Toronto in either December 2009 or January 2010
  • Integrate Social Media
  • Create a new Show Reel
  • Update the Leading Advisor Web Site Main, Coaching and Training Pages

Maintain;

  • Strong coaching though our one on one and digital coaching programs
  • Personal and business balance
  • Attract prosperity
  • Plan prioritize, delegate, time block and act
Please visit www.LeadingAdvisor.com for more Financial Advisor Resources and Training

 

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The 34 Step Marketing Funnel – Revisited September 2009

September 23, 2009 by · Leave a Comment 

With the DNC List Legislation (Do Not Call List ), we all have to think of more creative ways to eliminate cold calls while working with niche marketing at the same time.

Yes this list looks intimidating. It looked that way to me five years ago. There is an expression that; “If they can’t find you on Google, you don’t exist”.

To get your name to the top page on Google, all you have to is point number 13 on the following list and have the articles publish in the publications that your niche is reading.

  1. Choose A Niche
  2. Find A Problem That Needs Solving
  3. Create A Solution Through Your Products & Services
  4. Brand Your Solution
  5. Create An Introductory Letter & Product Sales Pages
  6. Under Promise & Over Deliver To Your Clients
  7. Ask For Referrals
  8. Receive And Publish Client Testimonials
  9. Create A Referral Card
  10. Create A Web Site
  11. Publish An E-Newsletter
  12. Publish A Blog
  13. Write Articles
  14. Create Press Releases
  15. Master Viral Marketing
  16. Create A Speaking Folio
  17. Create A Show Reel
  18. Create CDs & DVDs
  19. Create Blogs
  20. Speak To 50,000 People Within The Niche At Association And Corporate Events
  21. Receive And Publish Speaking Testimonials
  22. Prospect Speaking Opportunities
  23. Get Published By A National Publication Within The Niche
  24. Exhibit At Tradeshows
  25. Write & Publish A Book
  26. Offer The First Three Chapters Of Your Book For FREE
  27. Strengthen Your Team
  28. Create Relationships With Centers Of Influence
  29. Develop Strategic Alliance Partners
  30. Attract Sponsors
  31. Integrate Facebook, Linked In, MySpace, Twitter With Your Blog
  32. Make A “knock ‘em dead” FREE Offer To Become A Client For The First Time
  33. View Your Niche From 35,000 Feet – Don’t Be Afraid To Travel Afar To Your Prospects
  34. Market, Market & Market Your Products & Services… And Never, Never Do A Cold Call Ever Again.

 

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Clear Your Roadblocks eNewsletter March 2009

March 12, 2009 by · Leave a Comment 

Welcome to the March 2009 edition of Clear Your Roadblocks To Success.

Welcome to the March edition of our Clearing Your Roadblocks E-Newsletter.

This edition includes three timely articles entitled

February was a very busy month for us that included investing eighty hours in two different weekend personal development courses and properly launching our speaking marketing by getting a speaking folio, book and DVD into the hands of Advocis Chapters, managing general agencies and life insurance companies from sea to shining sea.

The reason that I share what we are doing is not to brag, but to demonstrate that we are walking our talk using the coaching systems that I offer my clients.

Read more

 

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Clear Your Roadblocks Newsletter – November 2008

November 24, 2008 by · 1 Comment 

Welcome to the November 2008 edition of Clear Your Roadblocks To Success.

The more one invests in feeling positive feelings, the more one experiences them.  The same is true for the more one invests in feeling negative feelings, the more one experiences them.

Investing in feeling positive or investing in feeling negative is a choice.  What are you choosing to feel in this new economy?  You have a choice to lead yourself, your clients and your family like never before and you have a choice to invest your time and energy into feeling emotional Armageddon.

To help you to Understand How To Eliminate Fear in this new economy, click here to receive the first free six chapters of my new book call Curing The Unmet Needs Disease – How to Prosper in Business By Meeting Your Unmet Needs ~ Financial Advisor Edition.

My October E-Newsletter was about writing your own E-Newsletter and this edition includes a story about Joe The Financial Advisor.  One of the main benefits of writing your own E-Newsletter is it keeps your clients fully informed to enable you to free up your time to speak to new prospects.

It’s 8pm ET on Thursday, November 6th and Laura and I are three hours into a four and a half hour flight home from the Toronto Independent Financial Brokers Summit that was held November 4th and 5th.

Pleased is the feeling that I am feeling right now at a deep heartfelt level, feeling pleased like I have never felt before on a business level because I chose to;

  • Invest seventy five percent of my time, from May to date, setting profit and sales aside, to complete my new book, tradeshow booth, new web site and two new Power Points entitled How To Thrive In A Recession 3.0 and Curing The Unmet Needs Disease that I delivered at The Toronto Independent Financial Brokers Summit.
  • Invest thousands in capital required to complete the book, tradeshow booth, web site and more.
  • Take a stand to invest in our business to add value to our clients and service like never before.
  • Use the principals that I teach in Clear Your Roadblocks and Curing the Unmet Needs Disease and go through what Seth Godin calls The Dip.

Pleased because of our excellent results via our Financial Advisor Speaking Response Form from The Toronto Independent Financial Brokers Summit that included:

  • Yes!  I would like to receive your Free “Clear Your Roadblocks” E-Newsletter
  • Receive a Free Copy of our E-Book Chapters 1 – 6 of 13 Chapters Curing the Unmet Needs Disease: How to Prosper in Business by Meeting Your Unmet Needs
  • My Association or Company is looking for a Speaker or Writer, please contact me
  • Yes!  Please contact me.  I am ready to make changes in my business. I want to schedule an Appointment with Simon Reilly
  • Yes! Please send me Simon’s new complete 14 Chapter Book – Curing the Unmet Needs Disease: How to Prosper in Business by Meeting Your Unmet Needs

Best of all, I am pleased because I received some preliminary results for one of my clients through the action that I took in a blink of an eye at The Toronto Independent Financial Brokers Summit.

Prior to The IFB Summit, my client and I have been talking about drafting an introductory letter to introduce him to financial advisors in his area that have been in the business for 20 – 30 years who are looking after an ample amount of A clients.  The same financial advisor has little or no time to look after the financial planning and insurance needs of their B & C clients.  My client is willing to work on straight commission.  I suggested doing this rather than continuing to build their practice one client at a time.  I believe that there must be a seasoned financial advisor out there where we could create a win-win situation.
I was in the middle of my Curing The Unmet Needs Disease Power Point Presentation on November 5th at The Toronto Independent Financial Brokers Summit and I saw my client in the audience and an idea came to me in a heartbeat.

I asked the audience if there were any members in the audience that have been in the business for 20 – 30 years that are looking after an ample amount of A clients that have little or no time to look after the financial planning and insurance needs of their B & C clients.

I told the audience that I had a 40’ish financial advisor client with high integrity with over a decade of experience working with both insurance and money products, and that my client is willing to work on straight commission, and please give me your card at the end of my presentation.

When I was finished people were lined up giving me their response forms for the presentation, I noticed my client in the line up and just as he got to me in the line up, the advisor right in front of my client handed me his card and said, “Call me, I am interested in meeting the advisor that you were talking about.”

The line up was standing close enough together that my client heard what the advisor said and my client and I had one those ah-ha moments together.  It was a beautiful demonstration of the success that you can create when you get an idea and take massive action in the moment.  By the time the line up was finished, I had a total of three cards from advisors that want to meet my client.

This edition of Clear Your Roadblocks includes;

Feature Article

November’s Top Blog Posts

Simon Reilly - Financial Advisor CoachEnjoy the read;
Simon Reilly
The Financial Advisor Coach
1 877 248 6019

Leading Advisor Financial Advisor Coaching – What Is On Your Shopping List?

As a financial advisor coach, I always ask my prospective financial advisor coaching clients, “If you were to work with a coach, what would be on your shopping list?”

Here are the answers from six different financial advisor coaching clients:

Financial Advisor Coaching Client One

  • Build your self esteem and self image
  • Change your self perception of “you could have always done better”
  • Eliminate feeling sick and tired
  • Eliminate the fear of rejection
  • Eliminate the perception of 400,000 tons of pressure
  • Eliminate the underlying conflict that you have with your spouse
  • Learn how to accept yourself

Financial Advisor Coaching Client Two

  • Improving your existing sales presentation to qualify, seed in and test close the referral request as you go along – so that it is not a shock to the client at the end when you ask for a referral
  • Creating a system so that you can elegantly go back to your existing 90 clients to ask them for referrals
  • Improving your marketing plan integrating it with your seminars
  • Clearing your unmet needs, limiting beliefs and limiting emotions that are likely driving you’re a little too hard when in one hand you are getting the business, is making you unattractive when it comes to getting referrals.  Meet the unmet need of appreciation from within so that you are not trying to meet this unmet need from the client which may turn them off in a way.
  • Lay the foundation to increase your income from $125,000 to $250,000
  • Assist you to find more joy and inspiration from your business
  • Set 90 day income and client goals

Financial Advisor Coaching Client Three

  • Build a team so that the day-to-day is managed by the team to enable you to work on the big picture which includes looking after the relationships with your clients and attracting more of the types of clients that you want to work with
  • Attract more clients that are investors versus traders
  • Learn a system to release and leave the negatives at the office so that you don’t bring them home to your family
  • Build up more positive energy so that you don’t feel exhausted
  • Create more work life balance
  • Create more time for yourself and your family
  • Enjoy yourself and the rewards that you are manifesting
  • Feel more freedom, happiness and peace

Financial Advisor Coaching Client Four

Reignite the inspiration, passion, motivation, fun and joy by;

  • Identifying and clearing your unmet needs and related limited beliefs and emotions.
  • Identifying your values and related positive beliefs and feelings.

The above will lay the foundation to;

  • Set 90 day income and client goals
  • Increase your income by presenting new products that include Manulife’s Income Plus and asking for and receiving referrals

Financial Advisor Coaching Client Five

  • Lay the foundation to increase your income to $250,000 by way of …
  • Eliminating procrastination
  • Regaining your focus and motivation
  • Reigniting the enthusiasm, passion and spark that you have for your business
  • Regaining the appreciation that you have for the business that you have created
  • All of which will help to magnify that success towards building a group business in _____
  • Assist you to become better organized and provide you with strategies to delegate to a virtual assistant
  • Assist you, if you wish, with strategies to attract an existing financial advisor / employee benefits firm in _____
  • Improve your quality of life

Financial Advisor Coaching Client Six

Increase sales by way of …

  • Improving your focus
  • Eliminating your fear of seeing clients and releasing the guilt that you may be feeling about the market along with the limiting belief of letting your clients down
  • Eliminate the fear and or roadblocks about approaching your clients about life insurance
  • Eliminate your fear of not succeeding
  • Create a marketing plan to focus on your network

Create a system to ask for referrals from your existing network

Curing the Unmet Needs DiseaseCuring the Unmet Needs Disease -
How To Prosper in Business By Meeting Your Unmet Needs

Click here to Receive The First Six Chapters of my new book Curing The Unmet Needs Disease – How To Prosper in Business by Meeting Your Unmet Needs Financial Advisor Edition.
Thank you for sharing your time.

Simon Reilly - Financial Advisor CoachSimon Reilly
The Financial Advisor Coach
1 877 248 6019

 

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