Twitter Weekly Updates for 2010-08-29

August 29, 2010 by Simon · Leave a Comment

Experiencing the benefits of starting the week after a self created long weekend, investing the day in CE Credits & Yearly Review w/ Tiffany #
Clear Your Roadblocks has received CE Accreditation under the 2010 Advocis / CLU Institute CE Accreditation Guidelines #
Coaching complete for Aug, balance of month = 4 days of planning for 2011 and next Wed – Fri off … Strong out of the gate for September!!! #
Kim Black is doing a beautiful job of updating our web site & the work will be cmpltd by the end of next wk; http://www.leadingadvisor.com/ #

Twitter Weekly Updates for 2010-08-22

August 22, 2010 by Simon · Leave a Comment

Thank you Simon Parsons of Reliable IT Computer Service Inc. for setting up my iPhone Exchange e-mail and WiFi on a Monday morning #
[Clear Your Roadblocks] Re-Branding With the Power of 3 http://aweber.com/b/17Soi #
Up early, AWAKE, day prepped, ready to go with client calls, a group coaching call with Desjardins Victoria & a planning meeting with Laura #
Looking forward to a networking call with Matt Anderson – The Referral Authority http://www.thereferralauthority.com/ #
Matt Anderson of The Referral Authority has inspired to attend NAIFA in Seattle September 11 – 14 http://www.naifa.org/conference/ #
Matt Anderson of The Referral Authority and inspired us to attend NAIFA in Seattle September 11 – 14 http://www.naifa.org/conference/ #

August 15, 2010 by Simon · Leave a Comment

Bulk of new web copy & architecture changes complete, sent to Kim Black for posting, short listing the various bits & pieces to complete #
Renewed energy and creative web site juices are flowing after an excellent call with our web master and IT expert Kim Black! #
Some advisors convinced themselves that their clients don’t want to talk about money and insurance in the summer #
Other advisors invest the summer in improving their business, we have had the best week in coaching sales all year #

August 8, 2010 by Simon · Leave a Comment

Buffer Day, e-mail off and working on new web site copy and some architecture changes that are long overdue. #
Feeling like it is Sept in a very good way as I just finished a strategic planning meeting with Laura and we are so on top of our game plan! #
Prep work on new web site copy & architecture changes ahead of schedule … striving to complete by the end of the week. #
I believe in affirmations & action, to this end, list your projects, actions, routines for next week & block out the time. Seize the week! #

August 1, 2010 by Simon · Leave a Comment

Settling into an AC flight from Toronto to Vancouver to Empty My Mind #
back in B "22C" C … I'm home until September!! #
“While it might seem like the economy is bouncing along the bottom, many say that this is exactly what a recovery looks like.” – James Cowan #
[Clear Your Roadblocks] Social Media Requires STP http://aweber.com/b/1ht3e #
Experience compliance in a whole new way by changing your focus from the loss of the unmet need of control to the value of customer service. #
PowerPoint presentations finished for Great West Life Congress October 18 and London Life Summit October 22! #
Holiday – leisure time away from work devoted to rest or pleasure #
Just read this from a client’s coaching call prep form “two weeks holidays, lots of Nick Murray books to read” #
Let’s talk about ways to take money out of the tax system and create a financial legacy for yourself and your family. #
Over servicing C & D clients takes up a lot of RAM memory in your brain and takes space away from attracting A clients. #
After working parts of the last 2 weekends, on home stretch to Empty My Mind for the weekend, an empty mind is a healthy mind. bit.ly/9WcXbq #
Complete w/ files, month end, projects – headed into the last figurative month of the financial advisor year – and then SEPTEMBER! #

July 25, 2010 by Simon · Leave a Comment

All OK after 4am wake up for Nanaimo flight to Vancouver … Aircraft refueling is happening at VYR #
Breakfast @ YVR WhiteSpot … Laura & I in awe at what it takes to put coaching, speaking and writing & life on the road #
Traveling from Toronto to Niagara Falls to speak @ BFG Financial after spkng for Sun Life & mtngs with Simon Jackson Insurance & Empire Life #

July 18, 2010 by Simon · Leave a Comment

Unbridled selling of questionable financial products just to get fees driven by valueless unmet needs and greed is causing a major distrust. #
Financial associations, businesses and advisors are going to have to find a new way to talk about who they are and what they do. #
Advisors indicate they are different by demonstrating their values, mission, foundational principals, practices, fundamentals and structure. #
Preparing a financial advisor group coaching program for Rohini Kapoor, Managing Director, Desjardins Financial Services in Victoria #
Working today to create strategies to not feel so powerless on Thursday – Hydro is shutting power off in our subdivision for the day #
Celebrating the inventory of workshop material I have as I invest today in preping for a workshop for Desjardins in Victoria on Friday #
On the road for a 2.5 hour drive to Victoria to work with a group of financial advisors @ Desjardins #