Nearly Half Way Through 2009

It’s Monday afternoon and I’m packed and ready for my Tuesday flight to Toronto where I will acclimatize to the time zone change while working doing tele-coaching calls on Wednesday in advance of speaking at Advocis Toronto on Thursday morning.

Toronto’s trip also includes a meeting with a COI relating to financial advisor speaking, facilitating workshops and one on one coaching on a national level.

I’m flying home Thursday afternoon/evening and I’ll wrap up the week with tele-coaching on Friday.

We will be half way through 2009 on June 30^th and we have already started to re-affirm our Objectives, Strategies and Actions for the second half of 2009 and I have completed a Giving Thanks List for the second quarter of 2009.

I’ll use the flight time to Toronto and back to work on the following;

• Advocis Toronto Power Point Presentation which is two hours – financial advisor speaking is like a box of chocolates and you never know how much time you are going to get
• A scheduling letter to my clients
• June E-Newsletter + Fiduciary Responsibility
• Learn Blackberry
• July Objectives, Strategies and Actions
• The Leading Advisor Live Workshop

Leading Advisor Giving Thanks List For The Second Quarter Of 2009

Vision, Projects, Schedule

•  Vision is on track as evidenced by;

 Computer/Technology

•  BlackBerry Storm

 Financial

•  Yearly Accounting Completed

 Marketing 

• Completed IDA, Live Insurance, MFDA and MGA Data Base
• Created A New Referral Card
• Financial Advisor Speaking Testimonials Documented By Company
• Speaking Intake Form Follow Up Automation Underway 

Articles 

• Ghost Writer Hired
• Published at The Toronto IFB by Heather Slawner
• Published in Advisor.ca
• Published on Investment Executive TV 

Blog 

• Video Added To Blog 

Power Point 

• The Compassionate Advisor Completed
• The Six Degree Of Life Insurance Connection Completed 

Social Networking 

• Associated To Facebook & Twitter 

Speaking 

• We are presenting financial advisor speaking coast to coast – Advocis Victoria, BC March 28, 2009 and Advocis New Foundland Labrador, St. John’s, Newfoundland along with having completed the following dates. 

Sponsorship 

• We are in conversation with two national financial advisor companies that may hire us to complete national financial advisor speaking presentations, workshops and financial advisor coaching 

Strategic Alliances 

• Complete Web Cast with Duncan MacPherson of Pareto Systems 

Product 

• 1000 Curing The Unmet Needs Disease Books In Print
• New Web Based Coaching Call Client Preparation Form Created 

Sales 

• Sales Have Been Steady In This Economy 

Team 

• Assistant Job Description Completed, Hired And Office Completed  

Training 

• Integrated Spencer Johnson’s Peaks And Valleys