Twitter Weekly Updates for 2012-04-01
April 1, 2012 by Simon · Leave a Comment
- You are the vessel through which all communication flows; it is essential that you look after your energy time. #
- A common mistake extroverted styles make is thinking that introverted styles can adapt to an extroverted behavioral style… they can’t. #
- The extroverted behavioral style has to adapt to an introverted behavioral style in order to communicate, lead and motivate them #
- An extroverted behavioral style can appear to be quite impatient to the introverted behavioral style & they may just shut down or quit #
- Create inspiration; evaluate what contribution you have made to your client’s lives & write down how this makes you feel. #
Twitter Weekly Updates for 2012-03-25
March 25, 2012 by Simon · Leave a Comment
- Liz @eworksos my Social Media V/A reminded me that Social Media ROI is also interpreted as Return on Influence #
- Catch your team members doing things right by making notes & depositing the notes in a jar for a monthly prize draw #
- Strengthen yourself from the inside & qualify clients on the 1st appointment, confirm wants, confirm deliverables & ask for commitment #
- Increasing my techno competency figuring how to use all of these at same time to enhance coaching calls; Audio Acrobat, GoToMeeting & Skype #
- Being a financial advisor is about WHY (your cause) & less about HOW you deliver your value proposition & WHAT your products & services are. #
- A business plan will create new behaviors & actions so you’re not doing the same thing over & over again expecting a different result #
Twitter Weekly Updates for 2012-03-18
March 18, 2012 by Simon · Leave a Comment
- You probably didn’t know we write job descriptions, hiring ads, screen candidates & assesses candidates eliminating costly hiring mistakes. #
- Working with a financial advisor coach will help you qualify clients & get their commitment in the 1st appointment saving you time & energy. #
- Thk u @lifehealthpro for highlighting my article. Let’s Meet: How to Schedule an Appointment. http://t.co/ymnJN4CK (via @LifeHealthPro) #
- Looking for a thought leading approach to help your team of advisors to create a business plan? http://t.co/usJBCumE #
- [Plan * Practice * Profit] How To Overcome Barriers To Growth http://t.co/2i9nRavI #
- Opening speaker @ NAIFA-Boise’s March Madness “Passion for the Game” Event March 15th – Thank you NAIFA-Boise! #
- Getting organized is working with what you need to do & how you are going to do it. This isn’t sustainable if you are not connected to why. #
Twitter Weekly Updates for 2012-03-11
March 11, 2012 by Simon · Leave a Comment
- A revitalized, balanced & organized financial advisor! Wondering how to achieve that? With fresh programs & products http://t.co/ybXdOCQ7 #
- Redirect the client’s attention from D2D investment performance to big picture, vision, the reason they invested in the first place #
- Looking for a thought leading approach to help your team of advisors to remove their #1 roadblock – fear? http://t.co/yRrQBLge #
- Your values are @ the core of having a strong commitment to customer service & to doing more than your clients expect #
- A business plan & time management system create new behaviors giving you the space for new thought-leading ideas + actions = profit #
Twitter Weekly Updates for 2012-03-04
March 4, 2012 by Simon · Leave a Comment
- Coaching helps a client discover who they need to become vs what the client needs to do – the client’s to do list is already overwhelming #
- When you are willing to discuss ideas and concerns with someone who is independent, yet subjective, you'll make better decisions #
- You are a person (self), business person & sales person. When you reverse the order investing too much in sales, there is no self. #
- An average financial advisor coach doesn't challenge the advisor & ask tough questions to not rock the boat; trouble is they both drown. #
- What is the price of coaching vs the value? Nowadays people know the price of everything and the value of nothing. ― Oscar Wilde #
Twitter Weekly Updates for 2012-02-26
February 26, 2012 by Simon · Leave a Comment
- It is hard to sell something when you have a hidden agenda ( your subconscious unmet needs ) – be values based and needless. #
- Is the reason you have so many client calls & e-mails to follow up on because you don’t follow up your client meetings with written notes? #
- Get Rich From Referral Business: #FearlessReferrals Free Bonuses When U Buy Book Today! http://t.co/iPfbRDtk #
- Don’t Neglect Your #1 Source of Business: #FearlessReferrals Book Launch Today w/ Free Bonuses! http://t.co/iPfbRDtk #
- You Won’t Get What U Want If U Don’t Ask: #FearlessReferrals Book Launch Today w/ Free Bonuses! http://t.co/iPfbRDtk #
- In 1 week you will receive an extra 24 hrs/1440 min. This leap yr, how will you invest the extra time to make a difference in your business? #
- Social media is great & you will get a much better ROI from completing a One Page Business Plan. #
- [Plan * Practice * Profit] 7 Tips To Handle Your Client Meeting Notes http://t.co/fet0CeYG #
- Participating in social media makes deposits in client’s & prospect’s emotional bank accounts in advance of live / telephone communications #
Twitter Weekly Updates for 2012-02-19
February 19, 2012 by Simon · Leave a Comment
- Thank you to Ken David of CRMit for his extraordinary Maximizer CRM service! http://t.co/u4Hvpvjh #
- Do you block out your 1st few days after a holiday in advance of your holiday to refocus on your vision, business plan, project & client… #
- Time blocking helps you run your business versus your business running you; no sense needing another holiday upon your return. #
- A holiday helps you to empty your mind, creating the space for a much bigger vision which provides the energy to pull you forward. #
- What happened today personally & professionally that you could share via social media that will add value to the clients that you serve? #








Dates for 2012 TBA - stay tuned!










