4 Over 5 With 4 Traveling 8000
November 2, 2009 by Simon · Leave a Comment
The start of this trip brings a good omen … a miraculous complimentary upgrade to Executive Class on Air Canada … setting the stage for an abundant trip.
I started writing this blog on Saturday morning. I am cleaning up and packing up my home office and setting up my road office ( equipment and files ) so that I can go out on the road leaving Sunday @ 6am and returning Friday @ 8pm. All this after a marathon of creating two new financial advisor speaking presentation PowerPoints … thank you Laura and Tiffany.
Simon, be careful what you wish for!
I have another one of these trips coming up the week of November 16th with back to back financial advisor speaking presentations in Sudbury, Ottawa and Thunder Bay.
This week brings 4 financial advisor speaking presentations / investment advisor speaking presentations in Waterloo, Toronto x 2 and Kelowna over 5 days with 4 separate financial advisor speaking presentation / investment advisor speaking presentation titles travelling 8000 kilometers to do it.
A Niche Within A Niche? – Noting that I’ve been invited to speak on behalf of an investment advisor firm on Monday in Waterloo, the first investment advisor speaking presentation that I have done … to my amazement … in about ten years. I’m interested in seeing the age of the investment advisor demographic compared to the average age of the financial advisor demographic which is 58 years old and growing one year older every year going forward. This means that in 7 years, the average age of the financial advisor niche will be 65 years old. I’ve been thinking that even though we have invested a lot in the financial advisor niche, it is time to branch out into a younger niche. I am fighting the belief that it may foolish to try to inspire someone at 58 … then again, look at Coronel Saunders of KFC fame, it didn’t get going until he was 65.
Whatever the niche, whether it be financial advisor coaching / financial advisor speaking or investment advisor coaching / investment advisor speaking, we have a lot to offer as our speaking titles library is abundant;
1. 7 Actions To Meet & Exceed Your Goals For 2010
2. 31 Secrets To Success
3. Breakthrough The Plateauing Out Syndrome
4. Build A Championship Team
5. Clear Your Roadblocks
6. Curing The Unmet Needs Disease
7. How To Thrive On A Recession
8. Magnify Your Practice Management With Attention Management
9. The Compassionate Advisor
10. The Six Degrees Of Life Insurance Connection
Sunday, November 01, 2009 – 10:25am PT
I’m about an hour and a half into my Air Canada Executive Class
flight to Toronto and taking this opportunity to focus my attention on the projects that I want to do for the week using my flight and hotel time this week;
• Fine tune the following PowerPoints and practice the delivery;
1. Breakthrough The Plateauing Out Syndrome
2. Clear Your Roadblocks
3. Magnify Your Practice Management With Attention Management – I’ve changed the title of There Is Nothing New! – How To Use Old Ideas In “The New Normal” to Magnify Your Practice Management With Attention Management
4. The Six Degrees Of Life Insurance Connection
• Locate a video light kit for the digital video camera
• Complete the writing of the program, marketing and web site for the upgrade of The Clear Your Roadblocks One Day Workshop and Coaching GYM
• Add value to clients by sending them additional exclusive Articles, Assignments, Audios, E-Books, Forms, Scripts, Templates, Tools, Worksheets
• Client & Prospect E-mails
• Create a Script for when I visit Tradeshow booths; I am thinking along the lines of asking the people manning the booth for the person`s contact info that is in charge of speaking decisions as I would like to send them a manuscript for The Plateauing Out Syndrome
• Write Blogs and Tweets for the week in one sitting. Speaking of Twitter, click this link to my Twitter Page or you can click these links to my last two weeks of; Twitters for Week of November 18 and Twitters for Week of November 25. I am seeing a unique value in Tweeting as the ideas get posted into one spot that I can share immediately and I could eventually assemble them into an article or book. Note that I said Tweeting ideas and not “I just scratched myself”. I could do this on my computer without Twitter but there is a lot less inspiration.
• Tweet on Attention Management
• Article – What Can I Do To Practice Happiness
Trick or Treat for UNICEF – Part 5
October 30, 2009 by Simon · Leave a Comment
Continued from Trick or Treat for UNICEF – Part 4
These stories will set the stage and connect you with;
Action Step 4 – Review your Story, Values, Positive Feelings and write down the Positive Beliefs that your actions were based on.
• I am dedicated
• I have conviction
• I create results for anything that I am committed to doing
As you can see, I started with “ I “ beliefs and I will revisit this with beliefs about; business, clients, health, people, knowledge, money, opportunity, family, friends, products, sales, speaking, spirit, strength, systems, talent, team and writing
From here this lays a strong foundation for;
Action Step 5 – Review your Story, Values, Positive Feelings and Positive Beliefs and Identify Your Strengths and Talents.
Action Step 6 – Review your Story, Values, Positive Feelings and Positive Beliefs and Identify Your Strengths and Talents and from this picture of yourself, from this place of what you are saying to yourself and from this feeling … Imagine that it is December 31, 2010, as you look at all areas of your business and personal lives, ask yourself;
• What did you accomplish?
• What goals did you set and achieve?
• What made you happy?
The Clear Your Roadblocks One Day Workshop – coming in January 2010
Action Step 1 – Write a Story, with as much detail as you can about when you were challenged and about how you did whatever it took to succeed.
Action Step 2 – Review the following list of Values and write down the Values that your actions were based on.
Action Step 3 – Review the following list of Positive Feelings and write down the Positive Feelings that your actions were based on.
Action Step 4 – Review your Story, Values, Positive Feelings and write down the Positive Beliefs that your actions were based on.
Action Step 5 – Review your Story, Values, Positive Feelings and Positive Beliefs and Identify Your Strengths and Talents.
Action Step 6 – Review your Story, Values, Positive Feelings and Positive Beliefs and Identify Your Strengths and Talents and from this picture of yourself, from this place of what you are saying to yourself and from this feeling … Imagine that it is December 31, 2010, as you look at all areas of your business and personal lives, ask yourself;
Action Step 7 – Values & Behaviors Assessment – ID Strengths & Areas To Strengthen
Action Step 8 – Write Challenging Story – When You Did Not Succeed
Action Step 9 – ID Emotions
Action Step 10 – ID Unmet Needs
Action Step 11 – ID Limiting Beliefs
Action Step 12 – Clear Emotions, Unmet Needs, Limiting Beliefs
Action Step 13 – Set 90 Day Goals & Affirm Them – Set Up Action & Attraction
Trick or Treat for UNICEF – Part 2
October 27, 2009 by Simon · Leave a Comment
Continued from Trick or Treat for UNICEF – Part 1
We ended the day at the candy store. I made a corporate decision that we should reward ourselves with a pop and candy bar because we had done such a great job.
So Thursday morning rolled along, the day after Halloween and I was at the front of the school before the bell rang and there were kids there with their UNICEF collection boxes and I observing kids ask each other “what did you collect for UNICEF?”
A number of the reports were $8.32, $1.15 and $11.65.
I kept my number to myself as I wasn’t into making a show.
We handed in our UNICEF collection boxes to our teachers and settled into the day’s lessons.
I had my head down into whatever I was doing and I heard a knock on the door; “where is Simon Reilly” I heard Sister Superior say. Sister Superior was the principal of the school and all the class sat at attention with me thinking about what I had done to draw this much attention.
“Simon Reilly come up here to the front of the class”! “Do you know what you have done?! Do you know what you have done?” I head as I made my way to the front.
“This is unheard of! You have collected $118.72! Nobody has ever done anything like this before. This is amazing, how did you do it?”
I shared my entrepreneurial story.
The next thing I knew, I was whisked off to the newspaper by Mrs. Blackwell whose husband Bob Blackwell was the photographer for The Chilliwack Progress to get my picture taken for a story. I can remember I was having a bad hair day and Mrs. Blackwell had a comb and wet it in a puddle and combed my hair for the picture.
A few weeks later, I received a letter of thanks from UNICEF in New York
That was a time when I was unconsciously acting upon the inherent values that have served me for most of my life especially when I took the time to wake up to them as I am doing right now.
Trick or Treat for UNICEF – Part 1
October 26, 2009 by Simon · Leave a Comment
It’s Saturday, October 24, 2009 and I’m creating a new PowerPoint and assignments for Breakthrough! – How To Breakthrough “The Plateauing Out Syndrome”!
I’ve really got my hands full this week with creating a second PowerPoint, the second entitled There Is Nothing New! – How To Use Old Ideas In “The New Normal”.
On top of that I have to prepare the marketing material for The Clear Your Roadblocks One Day Workshop and The Clear Your Roadblocks Coaching GYM Program and make modifications for the Private Web Site that we are building … and have it done by Friday, October 30, 2009.
All this is in advance of four speaking presentations next week in Windsor, Toronto and Kelowna.
So what I am going to do for my Blogs this week is share my personal experience of having taken myself through the assignments for Breakthrough! – How To Breakthrough “The Plateauing Out Syndrome”! What is that expression, don’t ask anyone to do anything that you are not willing to do yourself.
Assignments for Breakthrough! – How To Breakthrough “The Plateauing Out Syndrome”!
Action Step 1 – Write a Story, with as much detail as you can about when you were challenged and about how you did whatever it took to succeed.
When I was 10 years old I went to St. Mary’s Catholic School where I was taught by nuns and regular teachers.
In advance of Halloween, the school gave out Trick or Treat for UNICEF collection boxes with the idea that children could collect both their candies and money for UNICEF.
As I reflect back on my 10 year old mind, I had caring and empathy for others that were less fortunate than I and I wanted to help.
I told my friends Heinz and Werner about the Trick or Treat for UNICEF collection boxes and we thought that the UNICEF collection might interfere with the full pillow case haul of candy that we had planned to from Trick or Treating from 5:30pm – 10:00pm at night.
What to do?
Halloween was on a Wednesday that year so we collected for UNICEF on the Saturday afternoon before.
I walked down the middle of the street and Heinz and Werner did the door knocking on the left and right of the street and brought the money and put it in the box and I would have to run up to the door the odd time to validate our collection by showing the Trick or Treat for UNICEF collection box. There was the odd old geezer that wanted a Trick so I did the singing;
Halloween, Halloween
Witches, bats
Old black cats
Strangest night of all the year
That is the best I can do, I can’t remember the password to my e-mail let alone a Halloween song.
Writing Is Like A Box Of Chocolates
October 13, 2009 by Simon · Leave a Comment
8:00am Saturday, October 10, 2009
It’s one of a few forthcoming Saturday’s ahead where I’m in front of my computer to write the 20 page manuscript for Breakthrough! – How To Breakthrough “The Plateauing Out Syndrome”!
This is the last place that I would like to be on a Saturday but I am reminded of two sayings that Teresia LaRocque used to say back in our days at Anthony Robbins & Associates; “if it is going to be, it is up to me” and “what you practice in private, you will be rewarded in public”.
I’m using this blog as a journaling to get me going or find my voice so to speak which is the number one benefit of blogging. It also gives one the vehicle to get over their unmet needs of approval, recognition, safety and worthiness.
This manuscript is the foundation for a PowerPoint presentation and a book which I am thinking is going to go a lot deeper than Curing The Unmet Needs Disease. “Writing is like a box of chocolates, you never know what you are going to get”. – Forest Gump
This process is also deepening the roots of niche marketing;
Mass marketing is inventing your own words or concept and going out and marketing it to anyone and everyone. Curing The Unmet Needs Disease is an example of inventing your own words or concept but I did not market it to anyone and everyone. I am marketing it to the niches of; financial advisor coaching, insurance advisor coaching and investment advisor coaching.
Niche marketing is taking the words of the niche like “The Plateauing Out Syndrome” and creating a solution for that niche and marketing it to that niche which in this case is the niche of; insurance advisor coaching
So … from time to time … I may do a play by play as I go along.
10:00am Saturday, October 10, 2009
Success! I have a rough draft of the table of contents and I am well on my way with the writing. Parts of the writing will go easy as I can borrow copy from past articles, audio transcriptions of speaking presentations, blogs and my book.
12:30pm Saturday, October 10, 2009
I have 16 ½ pages of 20 pages completed and I’m taking a break for lunch and going to Starbies. I’m thinking that I am going to run over to 25 pages. I suspect the writing will be a little slower this afternoon as the table of contents that I created is going to take me into a lot of new material that I have not written about. The bottom line is I just want to confirm that the biggest writing lesson that I got from writing a book and PowerPoints is write the table of contents first. Too bad I didn’t figure this out with the first go around with my book.
2:00pm Saturday, October 10, 2009
I have a quick trip to Starbies for a Chai Tea Soy Latte, a Simon Sandwich and I took Shadow for a walk (while people are well meaning, they sure lack common sense as Shadow is crouched taking a poop, and with me with a poop bag ready to go, the neighbor is going “come on Shadow, come on Shadow, come and say hello! ); I am back at it with 18 pages.
2:20pm Saturday, October 10, 2009
I am just taking a break heading into page 20. How many words are in this document compared to my book? My book has 34, 600 words and the manuscript I am working on has 4,800 words … I’m nearly 14% of the way there to a new book … it will not be a book, it will be a booklet.
3:10pm Saturday, October 10, 2009
Just finishing page 22 and I’m on the home stretch. Of course this manuscript is going to have to go out for editing but I am almost there.
3:35pm Saturday, October 10, 2009
I’ve just finished the 26th page and I can say this rough draft is finished. Pages 1 – 23 are ready to go for editing and I have work to do on pages 24 – 27 which might take the document to 30 pages and that is OK.
I’ll finish this up on Sunday morning.
Ha Ha. When I started this writing this AM, a part of me, perhaps my fear based ego mind was convinced that I was going to be investing three Saturday’s in a row to get this done.
Not so fast … I still have the following Creative Projects to complete by October 31, 2009;
- Proof Manuscript - Breakthrough! – How To Breakthrough “The Plateauing Out Syndrome”!
- Write Coaching Program – One On One Coaching Silver Program
- Workshop & GYM Sales Pages – The Clear Your Roadblocks One Day Workshop and The Clear Your Roadblocks Coaching GYM Program
- Create PowerPoint – Breakthrough! – How To Breakthrough “The Plateauing Out Syndrome”!
- Research PowerPoint – There Is Nothing New! – How To Use Old Ideas In “The New Normal”
- Create PowerPoint – There Is Nothing New! – How To Use Old Ideas In “The New Normal”
And plug away at the these projects that are a work-in-progress;
- Sales Plan for Coaching & Speaking
- Centers Of Influence / Strategic Alliance List
- Update Classmates, Facebook, LinkedIn, MySpace, Twitter
- Write New Operating Instructions – The Clear Your Roadblocks Coaching GYM
- Show Reel Editing
8:00am Sunday, October 11, 2009
Back at in with enthusiasm as yesterday’s writing went very well and all I have to do is;
- Develop pages 24 – 27 which might take the document to 30 pages
- Review my list of miscellaneous ideas that came to me as I was doing the writing and either add them or delete them from the writing
- Proof the manuscript which I can do on Tuesday / Wednesday as I will be flying to and from Trail, BC next week
8:30am, Sunday, October 11, 2009
Pages 24 – 27 are developed and the manuscript is 28 pages. Next step is review the miscellaneous list of things to add or proof.
10:00am, Sunday, October 11, 2009
Draft is finished and I’ll proof it next week.
Two New Financial Advisor Speaking Presentations
October 8, 2009 by Simon · Leave a Comment
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”.
There Is Nothing New! – How To Use Old Ideas In “The New Normal”
- There’s nothing new out there – except the internet
- All the old ideas about time management and personal effectiveness
- All the old ideas about business development
- All the old ideas about marketing and selling …
Are Still Great Ideas!!
But how do you adapt them to the 21st Century, real-time news and information, instant global communication, and the rise of “FREE”?
In this session, Simon will help you to re-learn the good old basics like Time Management that was fathered by Alec MacKenzie’s “The Time Trap”, 30 years ago before technology was invented. Since then, the landscape of Time Management has changed with the advent of the Blackberry, iPhone, Mac and PC. Join Simon Reilly to learn How To Use Old Ideas In “The New Normal” and Breakthrough “The Time Trap.”





Dates for 2012 TBA - stay tuned!




