Sunday brought a rare snow fall in Lotus Land and here is a 3pm picture looking North East over Craig Bay on Vancouver Island towards the North Shore Mountains of British Columbia.
It is the last financial planner coaching week of the year.
Monday is a buffer day and then it is back to back coaching calls from Tuesday right through to Friday and I am looking forward to being off from coaching calls from December 20th – January 5th.
I’ll be investing December 22, 23, 29 and 30 in continuing to clean up from 2008 and building a vision for 2009.
Monday morning starts out with a call with my business coach Chris Barrow followed by a planning meeting with Laura followed by a meeting with Theresa our bookkeeper to gain information to finalize the 2009 Budget and I will invest the rest of the day and free time in the week to;
- Provide my clients with extra care
- Request client testimonials
- Request client referrals
- Review Pro-Seminars 2009 financial advisor speaking dates
- Send follow up communication to financial advisor public speaking prospects
- Research financial advisor public speaking opportunities with associations, companies and MGA firms
- Complete December newsletter
- Review the final updates for our web site
- Create a coaching offer to the readers of my book & e-book
- Update sales white board
- Investigate how to archive Maximizer and MS Documents, Outlook & Tasks
- Schedule COI meetings on our next speaking trips
- Complete 2009 project list
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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