Archive for March, 2009
Legally speaking: Avoiding liability in uncertain times (Part 2)
Tuesday, March 31st, 2009
Tags: Part Source, Uncertain Times
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Sales Activity Calculator
Tuesday, March 31st, 2009
Happy Birthday Laura!
Over the past month I have written about completing a Quarterly Review for yourself and a Quarterly Review for your team …
This is a segment from an e-mail that I sent to a client about the Sales Activity Calculator;
- What are your income goals for 2009?
- What income did you create from January – March 2009?
- What is your new goal from April – December 2009?
- Let’s say that your income goal for 2009 was $250,000.
- Let’s say that you created $50,000 in income from January – March 2009
Tags: Appointment, Appointments, Birthday Laura, Calculator, Conversations, E Mail, Happy Birthday, Income Goal, Income Goals, Learning Resources, Prospects, Sales Presentations, Segment, Six Months
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Permission To Die
Monday, March 30th, 2009
Once in a while I feel challenged by the incompetence of others and the key is to not get emotionally plugged in by it … attacking, blaming, and judging will only attract the same thing right back at me.
I’m sure you have ordered your salad with the dressing on the side and the server brings your salad with the dressing already on it or you have ordered your steak medium rare and the server brings it well done and after you inquire you are told that “you” ordered it that way.
Tags: Broken Leg, Coach, Compassion, Dealing With Aging Parents, Good Byes, Heart Attack, Incompetence, Last Thursday, Long Term Care, Long Term Care Facility, Mom, Osteoporosis, Phone Call, Sandra, Term Care Facility, Thursday Night, Wheelchair
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Fallout (and marketing) advice for advisors
Sunday, March 29th, 2009
Tags: Fallout, Marketing Advice
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Compassion Or Combashion?
Friday, March 27th, 2009
Thursday morning came pretty early because my powerpoint needed work because I had previously broken the presentation into two one hour presentations and then updated both of them for a financial advisor speaking presentation for Bridgeforce / Financial Managment in Calgary on March 12th.
I wouldn’t go so far as to say that I have a pattern of leaving things to the last minute … I’ve been so busy with my mom, clients, speaking and traveling that I had not created the time to do this and Wednesday was a full coaching day on top of driving to Victoria on Wednesday evening so there I was in front of my laptop on Helen’s ( my mother in law ) kitchen table in the early morning hours on Thursday.
Tags: Forms Of Energy, Negative Energy, Pasterns, Play On Words, Positive Energy, Wednesday Evening
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The Attractive Way To Give Thanks
Thursday, March 26th, 2009
It’s Thursday evening and I have returned home after speaking at Advocis Victoria.
I’m reflecting on the way that one can give thanks after completing a client or a speaking presentation.
The attractive and functional way to give thanks from the heart is to quietly acknowledge that your client or your audience received value.
The unattractive and dysfunctional way to give thanks on behalf of your ego is to make a lot of noise about proving that you were good enough … or better than … or that you beat them … as if it was some kind of battle.
Tags: Audience, Control Recognition, Duchovny, Ego, Fame, Inadequacies, Lot, Thanks From The Heart, Unmet Needs, Victoria, Worthiness, X Files
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Financial Advisor Coaching Quarterly Review
Thursday, March 26th, 2009
Congratulations!
You have almost completed the first quarter of 2009.
Spencer Johnson’s Peaks And Valleys talks about we linger too long in the valley because we focus on what is missing and we fail to stay at the peak because we don’t celebrate what we have completed because we are too busy trying to get to the next peak.
So with this in mind it is time for your Financial Advisor Quarterly Review.
You can do this by asking;
- What goals did you accomplish in the first quarter of 2009?
- Why are they significant?
Tags: Business Planning, Coaching Training, Expression, Financial Advisor, Financial Coaching, First Quarter, Peaks And Valleys, Personal Strengths, Poulin, Schooley, Spencer Johnson
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Financial Advisor “Very Personal” Coaching
Thursday, March 26th, 2009
In the coaching business, they say that a client will bring the coach something that the coach has already personally dealt with, something that the coach is currently dealing with or something that the coach has never dealt with.
I am fortunate that I have twenty years of experience and it isn’t that often that a client brings me something that I have never dealt with.
This is the fifth time this week that I have experienced something like this client wrote on their Coaching Call Client Prep Form – The Challenges And Problems I Am Facing Now; “my mother’s health/aging”.
Tags: Alcohol, Batteries, Blog, Business Life, Challenges, Coach, Emotional Transition, Extension Cords, Fifth Time, Financial Advisor, Financial Advisors, Financial Coaching, Health Issues, Insight, Personal Coaching, Personal Experience, Real Time, Thankful Heart, Twenty Years
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Out of these markets—opportunities for a ‘new’ kind of advisor
Thursday, March 26th, 2009
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Why branding still matters
Thursday, March 26th, 2009
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Talking to clients about risk
Thursday, March 26th, 2009
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Making The Most Of The Meltdown
Wednesday, March 25th, 2009
The following excerpts from Making The Most Of The Meltdown by Paul Dean, Montreal Gazette; Canwest News Service are right in line in what I have been writing about in The Compassionate Advisor and supporting articles entitled; Recession Is Great For Client Segmentation and Grieving Your Financial Losses.
“Customer dissatisfaction is one of the main occupational perils of working as an investment adviser. Clients are not lacking in choice. They’re free to leave at any time and take their assets with them, and some have done just that after months of disappointing monthly statements, although not nearly as many as industry insiders expected.
Tags: Canwest News Service, Customer Dissatisfaction, Economic Crisis, Excerpts, Financial Adviser, Financial Losses, Financial Partners, Garneau, Industry Insiders, Investment Adviser, Majesta, Meltdown, Monthly Statements, Montreal Gazette, Paul Dean, Perils, Portfolios, Recession, Segmentation, Whole Lot
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Grieving Your Financial Losses
Wednesday, March 25th, 2009
I`m continuing to work on The Compassionate AdvisorTM financial advisor speaking PowerPoint presentation and my research is producing some excellent content. Who knows, there might be a book as well.
The grieving work that I am doing for myself that relates to my mom being sick in hospital is being transferred into The Compassionate AdvisorTM work that I am doing.
In kind, I am realizing that financial advisors are experiencing grief, whether they realize it or not, because of their experience of the losses that their clients are going through.
Tags: Alcohol Drugs, Appetite Loss, Breakthrough, Economic State, Emotional Ups, Emotions, Financial Advisors, Financial Debacle, Financial Losses, Grief, Half Step, Immune System, Indulgence, Jet Lag, Loss Of Appetite, Loss Of Sleep, Mom, Personal Time, Ups, Ups And Downs
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Step Away From The Bread!
Wednesday, March 25th, 2009
It`s 7:30pm on Thursday evening on my way back from Saskatoon and I`m in Vancouver waiting to board my flight home to Nanaimo and I`ve done it!
A financial advisor speaking trip on airplanes and in airports and past every fast food outlet that you can imagine and no bread! With all the travel I am so sick of bread sandwiches cause to me, that is all the sandwiches seem to contain and I am beginning to feel like I am made out of bread.
Well even bread has a silver lining because I just found this cool site called FreeFoto.com that has 124205 free images.
Tags: Airplanes, Airports, Bread Sandwiches, Cool Site, Fast Food, Flight Home, Food Outlet, Free Images, Imagine, Saskatoon, Silver Lining, Travel, Vancouver
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Recession Is Great For Client Segmentation
Wednesday, March 25th, 2009
Recession can be great if you learn how to take advantage of it and recession can be great a cure for complacency.
You have heard “they were so successful, they quit doing the things that made them successful”.
By the time you realize that you have been lulled into the killer comfort zone, those beloved clients that you could have taken care of, have been scooped up by another financial advisor.
Then the stress hits and it seems like you need to improve everything and your unmet need of worthiness triggers limiting beliefs that include; “you are not good enough” and “nothing you do is good enough” which trigger an array of limiting emotions that include anxiety and fear.
Tags: Anxiety, Array, Brighter Future, Comfort Zone, Complacency, Emotions, Family And Friends, Financial Advisors, Habit, March 19, Mother Irene, Old Mother, Pathway, Personal Lives, Recession, Segmentation, Unmet Need, Unmet Needs, Visions, Worthiness
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Financial Advisor Speaking From Sea To Shining Sea
Wednesday, March 25th, 2009
We booked a financial advisor speaking presentation this morning with Advocis St. John’s, Newfoundland for Friday May 22nd and with Advocis Victoria, BC booked For March 26th, I am truly offering financial advisor speaking from sea to shining sea.
It’s 2:25pm PT and the plane has just left Comox for Edmonton where I’ll be speaking tomorrow at 8am on behalf of Pro-Seminars.
Tags: Advocis, Calgary, Commoditization, Comox, Edmonton, Estate Travel, Financial Advisors, Financial Brokers, Financial Management, Herd, Legal Advice, Power Point Presentations, Powerpoints, Pro Seminars, Professional Development Days, Professions, Sea To Shining Sea, Seth Godin, Travel Insurance, Unique Sales Proposition
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Peaks And Valleys
Wednesday, March 25th, 2009
Our lives are filled with business and personal peaks and valleys.
Laura and I are both in a personal valley just now as both of our mothers have been in and out of the hospital over the past few weeks … all is well and we are thankful that Helen and Irene are being well taken care of via one of the best medical systems in the world.
Sadness comes and goes and it is sometimes hard to find the joy in the incredible business success that we are experiencing.
Tags: Alcohol Drugs, Business Success, Edmonton, Good Friends, Irene, Medical Systems, New Economy, Peaks And Valleys, Plateau, Plateaus, Pro Seminars, S Cove, Sadness, Saskatoon, Seth Godin, Sex Tv, South Pender Island, Spencer Johnson, Taking A Nap, Therapeutic Massage
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Financial Advisor Speaking Testimonials – Financial Management Vancouver
Wednesday, March 25th, 2009
Financial Management Spring Professional Development Day, Vancouver, March 10, 2009
Keynote – Simon Reilly, Leading Advisor
“How to eliminate roadblocks that are holding most advisors back & thrive in a recession.”
“Very motivational presentation. Inspires great confidence and love for my profession.”
Sonia Sopena – Financial Management
“Enthusiastic! Clear insight in this field by sharing the fruits of his experience.”
Hong Ja Kim – W.H.Stuart & Associates
“Really effective content & information complemented with energy and enthusiasm. Great insight into values and unmet needs. I have a better understanding of how values build your vision.”
Desiree Dupius – Three Sixty Financial Group
Tags: Amp, Business Issues, Desiree, Financial Group Ltd, Financial Management, Garat, Karim, Keynote, Luongo, Margaret Reynolds, Mga, Motivational Presentation, Planners, Professional Development, Recession, Roadblocks, Sonia, Sopena, Unmet Needs, Wealth Management
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Financial Advisor Speaking Testimonials – Financial Management Calgary
Wednesday, March 25th, 2009
Financial Management Spring Professional Development Day, Calgary, March 12, 2009
Keynote – Simon Reilly, Leading Advisor
“How to eliminate roadblocks that are holding most advisors back & thrive in a recession.”
“Simon’s energy is a pleasant addition to this type of presentation.”
Rob Koski – Algar Virtue & Associates
“Provided a clear message about the importance of a written plan and identifying values.”
Jim Critchley – Legacy Capital Management
“Great passion and clear, insightful content.”
Aldena Nielsen – Legacy Capital Management
“Passion, energy and great variety of useful and thought provoking ideas.”
Jordan Tanner – Canada Life
Tags: Algar, Audience Involvement, Calgary March, Canada Life, Capital Management, Critchley, Financial Management, Fulfillment Strategies, Koski, Lepine, Management North, Mcclary, Mctavish, Money Advisor, Oppenheim, Roadblocks, Root Causes, Self Analysis, Self Confidence, Self Fulfillment
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