Twitter Weekly Updates for 2012-01-29
January 29, 2012 by Simon · Leave a Comment
- Winter blues are like The Plateauing Out Syndrome, when strong successful advisors get to a point when they say “is this all there is?” #
- Make deposits in your team’s emotional bank accounts; acknowledge the good work they do on a regular basis. #
- Congratulations to Laura Reilly for creating the opportunity for me to speak at NAIFA – Boise’s CE Day March 15th in Boise! #
- [Plan * Practice * Profit] How To Beat The Winter Advisor Blues http://t.co/BnfJWChV #
- 8 HoliDay D’s; Deadline the plane is leaving, Decide to Do or Delegate or Defer or Dump to be Done as our Door is closed till Feb 13th. #
Twitter Weekly Updates for 2012-01-22
January 22, 2012 by Simon · Leave a Comment
- If I don’t challenge my clients for accountability then my client will not hold their team accountable in kind #
- Make a list of the center of influence / strategic partners that you’re going to develop relationships with in 2012 #
- One of the big reasons that one gets emotional when they lose a sale is because their marketing funnel isn’t full enough #
- Are you giving a tremendous amount of your time & energy away to prospects only to have them not reciprocate by working with you? #
- Learn more about the values and behaviors of those around you. The end result creates harmonious personal and business relationships. #
Twitter Weekly Updates for 2012-01-15
January 15, 2012 by Simon · Leave a Comment
- Do your 2012 plan now; you don’t want to be looking over your shoulder when you’re trying to go forward in 2012. #
- Have an open mind & an open heart as you will be unable to apply coaching to the areas of your business that require improvement. #
- Pay an assist what they are worth when they are licensed and can handle both back office and customer service. #
- Thrilled to be presenting the One Page Business Plan @ Equitable Life’s April Conference, Paradise Island, Bahamas #
- Are you struggling with subjective issues? If subjective issues remain incomplete & not dealt with, everything else will remain incomplete. #
- Ask & answer questions about improvements that your clients want to experience versus telling & selling – rhymes with yelling. #
Twitter Weekly Updates for 2012-01-08
January 8, 2012 by Simon · Leave a Comment
- No social media as Laura & I are invstng Jan 2-4 in 2012 business plan, check out our blog for details; http://t.co/M19VUy49 #
- I will be prsntng the One Page Business Plan to Lincoln Investment Planning’s 2012 National Advisor Summit on Thurs, May 31 in Philadelphia #
- No social media as Laura & I are invstng Jan 2-4 in 2012 business plan, check out our blog for details; http://t.co/M19VUy49 #
- Did you celebrate accomplishments for 2011 vs spending time thinking what’s next, what to look forward to & out w/ the old & in w/ the new. #
- Customers having trouble w/ your product / service don’t want to hear a reply that 700 other clients are not having trouble #
- Creating a 2012 business plan will cause you to understand & inspire your business to new level vs the trap of an unconscious routine #
Twitter Weekly Updates for 2011-12-25
December 25, 2011 by Simon · Leave a Comment
- Get the words right, build the right business & get the numbers right. OPBP FREE webinar tomorrow 11:15am EDT. http://t.co/Q3aI5yd6 #
- Close the door on a never-ending open-door policy. Create strong and loving boundaries. #
- Work on your 2012 personal and business goals and narrow them down to 90-day goals so you have balance in all areas of your life. #
- Our team @ Leading Advisor wish you a happy holiday season & may all your dreams come true for 2012; we will see you back on January 5th. #
Twitter Weekly Updates for 2011-12-18
December 18, 2011 by Simon · Leave a Comment
- Tomorrow at 4:15pm EDT OPBP FREE webinar! It’s a proven tool & process over last 10 yrs | Limit your plan to 1 page http://t.co/aFshWFLx #
- What is written gets realized. #
- Make a list of things to be thankful for 2011; write down how they make you feel and then expand your vocabulary on how you want to feel. #
- [Plan * Practice * Profit] What Have You Learned in 2011? http://t.co/CMHAp51j #
- What did u do well in 2011 & really well for clients in 2011? Review your vision| mission|guiding principles. What can u do better in 2012? #
- Whatever we give power to, we make real. #
- via @financialadvis2: New blog post: Simon Reilly — Removing Your Roadblocks http://t.co/KDr56BRk… #
Twitter Weekly Updates for 2011-12-11
December 11, 2011 by Simon · Leave a Comment
- [Plan * Practice * Profit] A Powerful Tool for Building and Managing Your Business http://t.co/NCZwqRqM #
- Frm Nancy Howard Exec Adm NAIFA – Nebraska "It's unanimous, Board agreed to have Simon speak @ NAIFA/NAHU conference May 2012" Grt Wrk Laura #
- 5 Steps you need to use in Your Hiring Process http://t.co/ua7OKg4G #
- Keep it simple, concise & be accountable. Next FREE One Page Business Plan webinar – tomorrow 10:00am EDT. http://t.co/HGhjZTFi #
- A huge thank you to Kim Black @ http://t.co/0uBlsteP for the beautiful work that Kim just did on the Ads on the right hand side of my blog #
- Get REAL with the present and the future because what you are doing right now is either creating a successful future or a painful one. #
- A budget cash-flow document is a work in progress and is never really complete … It will help you understand your foundation. #
- Lkng frwrd to prsntng a One Page Business Plan Live Workshop to Canada Life in Vancouver on Fri, Dec 9 fllwd up w/ 1 on 1 tele-coaching. #
- A financial survivor is stressed out doing $30/hr work failing to invest in additional assistants because they do not have a big enough… #
- A financial advisor takes the time to plan|prioritize|delegate all non face-to-face client activity #








Dates for 2012 TBA - stay tuned!










