Psychological Economics
October 23, 2009 by Simon · Leave a Comment
This is an excerpt from a fascinating September 30, 2009 article entitled; Bring Economic Theory Back Down To Earth – Harold Meyerson
Psychology affects value as much as rational calculation does. Thus the state must ensure against periodic madness in the markets with regulations and social insurance, because madness is a potential threat in markets just as it is in other human endeavors — because the market is a human endeavor, not reducible to a mathematical construct. – Harold Meyerson
Winners Never Quit, Quitters Never Win
October 19, 2009 by Simon · Leave a Comment
Quitters never allow their hearts to blaze with their Values and a Vision to make a difference because all they want to do is survive.
All quitters want is to have their situation remain the same or return to the way it was before, if it does happen to change, they want to go back to their daily routine of survival, they just play it safe to get their needs met and add little value to others.
Winners set ablaze their boats of safety, even at the cost of great suffering and they continue forward with Values fueling their commitment to their Vision. Winners champion their battles because they are not playing it safe trying to recreate the past.
Time Management Re-Visited Part 1
August 13, 2009 by Simon · Leave a Comment
13 Simple Steps to Time Management – Part 1
1. What are your beliefs about time?
Are you saying?
- I don’t have enough time
- There is too much to do
- I’ll never get it all done
Whatever you believe, you are right.
This reminds me of a quote from John Kehoe, author of Mind Power. ‘Thoughts are real forces’.
What if you were to adopt the belief of;
- I have an abundance of time for anything that I am committed to doing!
In your journal, draw two columns on a page, make a list of all of the limiting beliefs that you have about time in the left column.
In the right column, write down the antithesis or opposite positive belief to the negative belief.
Practice focusing on the positive beliefs on a regular basis.
You can do the same process with your goals also.
2. Plan Your Day
- Make a list of everything you have to do every day
- Prioritize the list into A’s, B’s, and C’s
- Do the most important things first, the second most important things second, the third things third
3. Do Your ABC’s
- A’s are the things that you must do today
- B’s are the things that you would like to do today
- C’s are the things that are not essential for you to do today
4. Check in every 15 minutes
To make sure that you are on track, every 15 minutes ask yourself; Is what I am doing right now taking action towards the intended outcome of my goal?
Some people go so far as to setting an alarm on their watch or computer to keep them on track.
If the answer to the question is no then;
- Stop doing it
- Find someone else to do it
- Record it on a list to schedule for future action
- Forget it
5. Form The Habit Of Allowing 5 to 15 Minutes To Review Your To-Do List
They say it takes 21 days to break a bad habit. What if, for the next 21 days, you formed the habit of allowing yourself 5 to 15 minutes at the beginning of your day, every single day, to review your list – add to it, subtract from it, and re-prioritize it.
Dedicate 5 to 15 minutes to;
- Make your to-do list
- Prioritize it into A’s, B’s, and C’s
- Estimate the time to compete each to-do
- Schedule the to-do in your diary
- Complete the to-do.
6. Use A Week At A Glance 24/7 Diary
For me personally, I find that I like to be able to view my schedule for the entire week. All I have to do is review my to-do list, prioritize it, estimate the time and schedule the time into my Week At A Glance 24/7 Diary.
The Prison Of Routine
July 22, 2009 by Simon · Leave a Comment
Having a routine is both a blessing and a curse and while a routine serves us to do things like wake up early to practice exercise, meditation or prayer all the way to scheduling time to make those all important prospecting calls, the bricks in the castle wall of routine which are based on the unmet needs of approval, control, recognition, safety and worthiness become the prison that we cannot see our way out of.
Routine creates terrain that is familiar. In order to change, one needs to seek out new territories and activities in order to grow. Growth is often hindered by the old routine because we fear that the new routine will not function.
This is an irrational fear based on The Unmet Needs Disease that will not disappear without some help.
You Don’t Have A Secret, The Secret Has You
July 13, 2009 by Simon · Leave a Comment
There is an expression … you don’t have a secret, the secret has you.
Taking it a step further, you don’t have unmet needs, limiting beliefs and limiting emotions, they have you.
Rather, the fear based ego mind has you because the fear based ego mind has the unmet needs, limiting beliefs and limiting emotions and it has you convinced and addicted to the all kinds of lies about yourself.
The fear based ego mind has you in a trap thinking that if you ever shared its secret then some terrible things would happen.
The challenge is the terrible things are prone to continue to happen harboring the unmet needs, limiting beliefs and limiting emotions.
The laws of attraction are absolute and you will attract the evidence to make the unmet needs, limiting beliefs and limiting emotions real.
As an example; the unmet need of safety creates the limiting beliefs of “I don’t have any money” and “I don’t have any time” and the unmet need and the limiting beliefs fuel the limiting emotions of anxiety and fear.
The truth will set you free.
Nothing in life has any meaning except the meaning that you give it.
You are a being and you are not your fear based ego mind.
Do Versus Teach
June 24, 2009 by Simon · Leave a Comment
At the Kelowna airport at 5:15pm PT on Wednesday awaiting an 8:35pm flight to Nanaimo via Vancouver.
Feel ing thankful as the live financial advisor coaching practice visit was a success and I covered everything on the Agenda.
Someone once said; “those that can do and those that can’t teach”.
This live financial advisor coaching practice visit was great for my client and for me because we worked shoulder to shoulder writing the entire plan complete with systems and then some.
I’m settling in for a few hours and I’ll use the time that I have waiting for the flight to write the June Clear Your Roadblocks E-Newsletter.
Wednesday – Friday have a lite schedule of coaching and prospect calls and that is it for the month as Laura and I are taking a Staycation next week.
Here are the Phase 1 Objectives / Systems that we created in the live financial advisor coaching practice visit
Objectives Phase 1
- Create a Vision
- Create a Leadership, Decision, Meeting and Time Managment System
- Earn $552,000 by June 30, 2010
- Create an inspired, enthusiastic, productive and profitable team
- Create an Office Managment System
- Create a Bookkeeping and an Accounting Delegation System
- Create an In House Financial Planning Marketing System
- Create a Prospect / Seminar Follow Up System
- Create a Qualification and Enrolment Sales System
- Qualify Customer Service
Objectives Phase 2
- Create a Financial Planning Web Site
- Create a Financial Planning Marketing Funnel
- Create a Financial Planning Associate Advisor Marketing System
- Create a New Position Job Description
Clear Your Roadblocks eNewsletter – April 2009
April 15, 2009 by Simon · Leave a Comment
The Fine Art Of Surfacing
Welcome to the April edition of our Clearing Your Roadblocks E-Newsletter.
A lot has happened since the March edition of the Clearing Your Roadblocks E-Newsletter.
Laura and I have not had that many weekends at home because my mother at 89 has been in and out of the hospital since February 19th with COPD – chronic respiratory pulmonary disease, a broken leg, and a heart attack … and the good news is she has recovered through all of this.
The gift that my mother Irene gave me through this is in having the compassion for my mother and with experiencing the sadness and grieving of the potential loss of my mother. I have learned a lot about how to deal with loss. You are welcome to click on the following article that I have written that relate to my experience;
Through this process, it made me realize what financial advisors must be experiencing with their clients financial losses. To this end, I am writing a brand new financial advisor speaking PowerPoint presentation called The Compassionate Advisor. I am delivering The Compassionate Advisor at The Independent Financial Brokers Summit in Calgary on April 22nd and I’ll record the presentation and turn it into an e-book.
I have included an article in this e-newsletter called The Fine Art of Surfacing and a link to Grieving Your Financial Losses which are part of The Compassionate Advisor.
I’ve enjoyed Spencer Johnson’s new book called Peaks and Valleys which have inspired me to write Peaks and Valleys and Recession Is Great For Client Segmentation.
On my way to creating a Live Leading Advisor Workshop, I am also writing a brand new financial advisor speaking PowerPoint presentation called The Six Degrees Of Life Insurance Connection which I will be delivering at The Independent Financial Brokers Summit in Toronto on May 26th.
Our financial advisor speaking bookings have gone very well and I having completed presentations to Financial Management in Vancouver on March 10th, Financial Management in Calgary on March 12th and Advocis Victoria on March 26th.
“Relevant and timely material. This was not a bunch of hype, but instead was very useful. You delivered, and then some!”
Neil Hanson – Sun Life Financial“Emphasizes planning and goal setting with a focus on the big picture and downplays the recession – it is a state of mind. The systems Simon has are very good, great information for all advisors.”
Brian Prochnicki – Investors Group
Click here to read the rest of the financial advisor speaking testimonials.
Here is the balance of our financial advisor speaking bookings in advance of the summer.
| Date | Company | City |
| April 22nd | Independent Financial Brokers Summit | Calgary, AB |
| April 29th | Advocis North Central Sask. Chapter | Saskatoon, SK |
| May 7th | Investors Group | Nanaimo, BC |
| May 22nd | Advocis Newfoundland & Labrador Chapter | St. John’s, NL |
| May 26th | Independent Financial Brokers Summit | Toronto, ON |
| May 27th | Independent Financial Brokers Summit | Toronto, ON |
| June 18th | Advocis Toronto Chapter | Toronto, ON |
To assist you in making the second quarter of 2009 your best quarter ever, please click the following links to blogs that I have written;
- Empty Your Head
- Quarterly Review for yourself
- Quarterly Review for your team
- Sales Activity Calculator
- Empty Your Head Of Tolerations
In closing, here are a couple of articles that relate to The Unmet Needs Disease;
- Comfort Zone Or Screw You Zone?
- Stop Giving Your Advice Away
- Poisoning The Well With Your Unmet Needs
Enjoy the read and thank you for the opportunity to be of service.
Simon Reilly
The Financial Advisor Coach
1 877 248 6019
Receive our Free E-Newsletter
|
The Fine Art of Surfacing
The Compassionate Advisor™ PowerPoint is going well and I’ve thinking about everything that I have learned over the years to relieve stress and this idea came to me from days gone by.
Step one – close your eyes and imagine your subconscious mind as an ocean of space.
Step two – imagine all of your worries floating like bubbles in the ocean of your subconscious mind and examples could be; aging parents, business, cash flow, clients, compliance, crime, debt, disease, education, sales, retirement, terrorism, the economy, the environment and war.
Your list probably isn’t as long as the one I created. I took the liberty to think of as many things as I could to stir up your subconscious mind. I believe that it is best to get these things out onto the surface versus having them buried deep below the surface where they can fester and create some real long term damage. At the same time, I believe that thoughts are real forces and if I think about and emotionalize a negative thought long enough I will make it real and attract it to me.
As an example, if I were a financial advisor and I have an upcoming meeting with a client and I fear that my client is going to be angry with me I am going to approach the meeting coming from the place that I have to defend around what they are going to say. If I were to release my fear about what I have to do for the client and first show them some compassion, I would likely find that it is more about offering my client empathy and listening and more about being than doing.
Step three – imagine standing under a waterfall.
Step four – imagine each one of your worries floating like bubbles in the ocean of your subconscious mind coming to the surface and being washed away by the waterfall out of your subconscious mind and away from you downstream so that the bubbles, along with your worries, are getting smaller and smaller, and one by one you can’t see, hear, or feel them any more.
Step five – all that you can see is the stillness of your subconscious mind, all you hear is stillness of your subconscious mind, and all you can feel is the stillness of your subconscious mind, and you know that you are now ready to consciously surface to make this best day that you have ever had.
-
-
Dates for 2012 TBA - stay tuned!
-
Now Reading
Planned books:
- Prayer for Owen Meany by John Irving
- The Book Of Air And Shadows: A Novel by Michael Gruber
Current books:
-
Siddhartha by Hermann Hesse
Recent books:
- The Brave: A Novel by Nicholas Evans
- The Cellist of Sarajevo by Steven Galloway
- The Angel’s Game by Carlos Ruiz Zafon
- Shadow Of The Wind by Carlos Zafon
- The Outlander by Gil Adamson
