Archive for February, 2009
Did Bernie Madoff & Ian Thow Go Financial Postal?
Saturday, February 28th, 2009
Canada’s Ian Thow was arrested in Portland, Oregon and Bernie’s Madoff has Canadian clients on his list.
What makes Bernie Madoff & Ian Thow tic?
Were Bernie and Ian inspired by the values of contribution, education and service?
If Bernie and Ian were, I supposed they would have put their clients first.
Were Bernie and Ian motivated by the unmet needs of approval, recognition, safety and worthiness which caused them to get their unmet needs met at any cost?
Is it impossible to meet the unmet needs of approval, recognition, safety and worthiness outside of oneself using money as medication?
Tags: Addiction, Amp, Bernie Madoff, Canadian Clients, Compliance, Education, Extreme Cases, Ian Thow, Medication, Money, Portland Oregon, Postal Canada, Tic, Unmet Needs, Weird Things, Worthiness
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Financial Advisor Speaking Parable
Friday, February 27th, 2009
The following 4 minute, 12 second Financial Advisor Speaking Parable video is the story or parable that I tell at the beginning of every financial advisor speaking presentation that I deliver.
A parable is a true storey about a tough time that one has gone through where one used inspiration and motivation to triumph in the end. I become more real to my financial advisor speaking audience because they get that I been there just like them.
“Storytelling is a primary means by which we convey what we do, especially in financial services where it’s hard for purchasers and prospects to understand precisely what it is that you do and the value of what you do.”
Tags: Audience, Financial Advisor, Financial Services, Harry Beckwith, Inspiration, Motivation, Parable, Prospects, Storytelling
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Financial Advisor Free Coaching Day
Wednesday, February 25th, 2009
Today’s the day that I am doing free financial advisor coaching and as you will see from this picture I am stretching my comfort zone and filming the financial advisor coaching calls to create vlogs that I can post on UTube and my blog … so it will not be long before I will be posting 2 – 5 minute financial advisor coaching video logs on my blog.
Life is like a box of chocolates and you never know what you are going to get so I will be greeting six financial advisors with “how can I help”! It will be interesting to see what vlog financial advisor coaching solutions arise.
Tags: Blog, Blogs, Box Of Chocolates, Canada, Chris Barrow, Coaching Solutions, Comfort Zone, Financial Advisor, Financial Advisors, Financial Coaching, Financial Solutions, Friend Chris, Google, Greeting, Life Is Like A Box Of Chocolates, Logs, Luckiest Guy, Seth Godin
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The Unmet Needs Disease – Revisited
Tuesday, February 24th, 2009
Laura and I have been at The Wall since Thursday Feb 19th at 6pm – Sunday February 22nd at 6pm and we are taking Monday off to debrief, reflect and rest.The Wall is about understanding and getting your driving needs met as one will get their needs met in constructive or destructive ways.
In the coming months, I am going to Revisit Curing The Unmet Needs Disease to make sure that the book is congruent with what I am leaning in The Excellence Series Of Seminars.
Tags: 6pm, Back Yard, Bankruptcy, Belief, Coachu, Disintegration, Dull Boy, Emotion, Family Friends, Fear, Laws Of Attraction, Loving Wife, Met, Personal Development Community, Personal Life, Prayers, Seminars, Unmet Need, Wife Laura
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How to battle market fatigue
Monday, February 23rd, 2009
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Financial Advisor Speaking FM Financial March 12, 2009
Friday, February 20th, 2009
Next month I have the honor of speaking at the Spring Financial Management Brokerage Inc. Practice Management Day in Calgary.
I’ll be sharing the stage with some other great speakers including; Robert Gignac and Brian Thwaites
Click here for all of the details…
Tags: Brian Thwaites, Brokerage, Calgary, Financial Advisor, Financial Management, Gignac, Practice Management, Speakers
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Web 2.0 Financial Advisor Marketing
Friday, February 20th, 2009
Mark Noble’s February 2009 Advisor’s Edge Magazine article Generation Y - The newest breed of advisors doesn’t rely on Facebook to collect clients talks about the Generation Y financial advisors that are using STP to attract their clients.
STP – See The People, like the old days and get out there on the road and go face to face to build your financial advisor client relationships which you can manage with Web 2.0 financial advisor marketing using parts or all of The Marketing Funnel.
I agree, get out there and tell 10,000 people which is part of The Marketing Funnel.
Tags: Amp Services, Baby Boomers, Chicken Or The Egg, Client Relationships, Client Testimonials, Critical Mass, Edge Magazine, Facebook, Financial Advisors, Generation Y, Magazine Article, National Publication, Niche, One Last Thought, Perfect World, Show Reel, Strategic Alliance Partners, Succession, Traditionalists, Viral Marketing
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Morgan Stanley’s and Citigroup’s Smith Barney’s Retention Bonuses
Sunday, February 15th, 2009
Campbell Brown’s CNN commentary about Morgan Stanley’s and Citigroup’s Smith Barney’s so called bonuses caught my attention on Wednesday night.
Morgan Stanley and Citigroup’s Smith Barney are two of the companies that are taking bailout dollars and it is being reported that they are using some of the money to supposedly bonus their financial advisors.
The highlights of Campbell’s storey are as follows;
• Brown: Banks reportedly giving “retention awards” to employees
• She says awards are bonuses, given by firms accepting bailout money
• Brown says that’s wrong, to the tune of up to $3 billion in bonuses
Tags: Bailout, Banks, Belief That, Bonus, Campbell Brown, Citigroup, Cnn, Dear Life, Independent Business, Independent Financial Advisors, Independent Wholesaler, Investment Bank, Morgan Stanley, Negativity, News Media, Retention Bonuses, S Smith, Smith Barney, Toilet, Wednesday Night
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Clear Your Roadblocks eNewsletter – February 2009
Thursday, February 12th, 2009
Welcome to the February 2009 edition of Clear Your Roadblocks To Success.
With 17 flights and 27,000km in January I’m enjoying a month off the road in February and enjoying the practice of Strategic Quitting to create the space for A Much Bigger Picture.
It is Monday morning, February 9th and I have four days this week to invest in business building activities that include writing this e-newsletter.
Tags: Advocis, Business Building, Cabo San Lucas, Coach, E Mail, Flights, Inquiries, Marketing, Monday Morning, Nbsp, Roadblocks To Success, Sunny Morning
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Strategic Quitting 2.0
Wednesday, February 11th, 2009
The Pursuit Of Excellence reminded me to engage Seth Godin’s notion of Strategic Quitting from his book called The Dip and this means;
- Daily blogging – while I enjoy daily blogging, it is something that I committed to doing when I started my blog back in December of 2004. Now the blogging time is distracting me from A Much Bigger Picture
- Writing publication articles – I believe in STP, See The People and the bottom line if it is going to be it is up to me and I have a big vision and a big message and it needs to be delivered in person to MGA firms and life insurance companies to attract the speaking and workshops that we want to do
Tags: Advocis, Appointments, Bottom Line, Client Referrals, Client Testimonials, Confidence, Enquiry, February 2nd, Foresight, Insurance, Life Insurance Companies, Notion, Publication Articles, Pursuit Of Excellence, Resource Material, Seth Godin, Taking Responsibility, Vlogs, Web Clients, Web Marketing
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Financial Planner Coaching – Evolution Or Intelligent Design?
Wednesday, February 11th, 2009
As we approach Darwin’s 200th birthday on February 12th, and to embellish a quote from journalist and satirist H.L. Menken …
With a significant amount of financial planners that don’t have a written vision, business plan, 90 day goals and time management plan …
“It is hard for the ape to believe he descended from a financial advisor that doesn’t have a written vision, business plan, 90 goals and time management plan”.
Tags: Business Plan, Darwin, Evolution, Financial Advisor, Financial Coaching, Financial Planner, Financial Planners, H L Menken, Intelligent Design, Journalist, Satirist, Time Management Plan, Vision Business
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Back to basics: A downloadable household balance sheet
Tuesday, February 10th, 2009
Tags: Back To Basics, Balance Sheet, Household
Posted in Advisor.ca, My Practice | No Comments »
To Clients: Managing debt (updated)
Tuesday, February 10th, 2009
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Doctors’ retirement plans on life support
Monday, February 9th, 2009
Tags: Doctors, Life Source, Retirement Plans
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A Much Bigger Picture
Sunday, February 8th, 2009
Laura and I completed The Pursuit Of Excellence over the weekend and I can’t say enough about the workshop. It was great to be on the other side of the stage for a change to invest 34 hours to enhance our personal and business lives.
The benefits are numerous and the best one was to be reminded that I am so lucky to be in love with a woman that deeply loves me right back.
I’m reminded that as I approach my birthday, my intuition is magnified and this year it is ringing off the hook.
Tags: Bs, Business Lives, Business Plans, Calgary, Cen, Financial Management, Financial Planner, Financial Planners, Goal Setting, Intuition, Life Insurance Companies, Love Woman, Mga, Pursuit Of Excellence, Roadblocks, Secondary Coach, Team Building, Time Management, True Message, Web Site Copy
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Changing Behavior
Sunday, February 8th, 2009
I am a great believer in taking the time to appreciate ones blessings by writing out the things that one is thankful for in their journal.
This has been a bountiful month having had the privilege to travel nearly 27,000 km to speak with hundreds of financial advisors in 6 cities right across Canada receiving loads of great financial advisor speaker testimonials. There’s a load more to say about what we can celebrate.
By far, the biggest success at the advent of this New Year was my behavior change with time management and with what I call OCTDLD; obsessive compulsive to do list disorder.
Tags: Advent, Advocis, Behavior Change, Believer, Blessings, Change With Time, Changing Behavior, Financial Advisors, Inspiration, Management Change, Marketing, Mga, New Year, Privilege, Sticky Notes, Taking The Time, Testimonials, Time Block, Time Blocks, Time Management
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To Clients/Prospects: The 2009 federal budget and your financial plan
Thursday, February 5th, 2009
Tags: Budget Plan, Federal Budget, Prospects
Posted in Advisor.ca, My Practice | No Comments »
Budget 2009: Benefits for big and small businesses
Thursday, February 5th, 2009
Tags: Budget, Small Businesses
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Budget 2009: Modest tax-planning opportunities for retirees
Thursday, February 5th, 2009
Tags: Budget Planning, Tax Planning
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Budget 2009: Message to families: Get off your wallet
Thursday, February 5th, 2009
Tags: Budget, Wallet
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