Following up on yesterday’s blog, during times of uncertainty, what does one do and believe? …
Our business strategy is to do everything that we would do in any kind of market to raise our visibility.
Because … “this too shall pass”.
King Solomon once searched for a cure against depression. He assembled his wise men together. They meditated for a long time and gave him the following advice: Make yourself a ring and have thereon engraved the words “This too shall pass”. The King carried out the advice. He had the ring made and wore it constantly. Every time he felt sad and depressed, he looked at the ring, whereon his mood would change and he would feel cheerful.
We have been doing everything to raise our visibility for months and here are some of the actions;
• Speaking right across Canada on behalf of Advocis, Funeral Plans Canada, Pro-Seminars, The Independent Financial Brokers
• Completing my book called Curing The Unmet Needs Disease – How to Prosper in Business by Meeting Your Unmet Needs
• Writing for Advisor.ca
• Participating in Michael Beck’s 2008 Referral Expo
• Featured in a soon to be released article in The Insurance Journal
• Updating our Showreel ( in production )
• Building a new web site to match the new book
• Prospecting for 2009 Financial Advisor Conferences
Here is an overview that I sent to one of our 2009 Financial Advisor Conferences prospects;
Leadership is based on Vision. Vision is based on Values and through the expression of our Values we create Strong Leadership and Results.
Values are important because they are the source of Positive Feelings and Positive Emotions.
They say that Values are like turtles, they only come out when it is safe.
My Clear Your Roadblocks Presentation and Curing The Unmet Needs Disease Book are about how to eliminate Unmet Needs and their ensuing Negative Emotions and Beliefs.
Unmet Needs and their ensuing Negative Emotions and Beliefs dominate and fragment Leadership, Vision, Values and Positive Feelings and Positive Emotions.
Unmet Needs and their ensuing Negative Emotions and Beliefs keep financial advisors in trap selling products to meet their own Unmet Needs of approval and safety. While a financial advisor is stuck in their Unmet Needs, the will be unable to fully meet their clients’ needs a holistic financial planning approach.
During our conversation you said that you understood the concepts that I was talking about. You asked me how my material would apply to the financial advisor and their business.
Please find the following Leading Advisor True Values Scorecard that identifies the Issues that Financial Survivor is facing on the left, the Possible Unmet Need in the middle and the outcome the Financial Advisor will experience when the Unmet Need is met and combined with Vision, Values and Positive Feelings and Positive Emotions.
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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