2010 Mid Way Celebration

It’s Friday July 2^nd and I taking some time to document the things that Leading Advisor has to celebrate mid way through 2010. This will help us to renew our inspiration to move forward to meet and exceed our goals for 2010.

Before I do that, I’m acknowledging some Tolerations that have been eliminated and savouring the thought of moving forward with;

• Coaching gym delivery simplified
• New filing system for my business files
• New mirrored hard drive main computer running Windows 7 and Maximizer 10 – happy to say that all of our computers are less than a year old
• My office is tidy

This leaves the following as projects for the summer;

• Block out time to research articles for our E-Newsletter
• Update web pages;
  • Coaching; live one on one coaching, tele-coaching and gym coaching
  • Training – business plan workshop, clearing your roadblocks workshop, team building workshops, breakthrough the plateauing out syndrome e-book
• Update the Leading Advisor Coaching Program
• Write and act upon a coaching marketing plan to high net worth financial advisors

After that I’ll enhance our customer service and technical competency with; Camtasia, Dragon, iPad, Teleclasses, Video Mail and Webinars

Part of my midyear celebration includes; Empty My Mind.

Sidebar – To find the link to the above Empty My Mind blog I use the search engine in my blog and ran across this very cool blog From 0 “Innertainment” To Warp 9 “Infotainment” In 1 Second … And Back that includes The Transporter Exercise.

A midyear celebration is so important because it improves consciousness and focus as it helps to clean up the mental pollutants and information viruses that one can pick up along the way from stimulation addiction on today’s information highway.

In order to function in the new normal, one must be more mindful of their well being for without it, one will not be able to concentrate, feel foggy, anxious and fatigued in an endless stream of information.

2010 Mid Celebration

We feel honoured to have the opportunity to work with our clients to assist them to clear their roadblocks to their success to enable them to meet and exceed their goals

• Relationships have been established with corporate decision makers to sponsor us to deliver our Clear Your Roadblocks Speaking and Workshops to their companies
• Our 2010 Financial Advisor Speaking Resume is filled with the who’s who of the financial advisor conferences; Advocis, BFG Financial Ontario | BridgeForce Financial Group, Canada Life, Great American Advisors, Great West Life, Hub Financial, London Life Financial, Macquarie Private Wealth, Sun Life Financial and The Million Dollar Round Table.
• Our daily blog, monthly e-newsletter and website have eclipsed their 5 year anniversary and as a result Leading Advisor continues to have top financial advisor coaching search engine rankings on Google.
• I was voted at one of the finalists in Advisor.ca’s ‘Name That Visionary Contest’ as voted on by their readers
• Curing The Unmet Needs Disease has 2000 copies in print
• I have two more books in production; Breakthrough! How To Breakthrough The Plateauing Out Syndrome and Clear Your Roadblocks To Practice Management
• Over 15,000 financial advisors have heard me speak over the last 4 ½ years
• We connected with 40 new financial advisor speaking opportunities when we were at the MDRT
• We will be doing more USA financial advisor speaking which was witnessed by leaving for to speak at The Great American Advisors Conference from The Million Dollar Round Table.
• We continue to explore and develop; FaceBook, LinkedIn and Twitter
• Breakthrough! How To Breakthrough The Plateauing Out Syndrome and Clear Your Roadblocks To The Client Engagement Process PowerPoints have been produced and delivered
• Thank you to Laura Reilly, Tiffany Mayrhofer, Lea Ortner,  Kim Black, Simon Parsons, Chris Barrow, Pat Finucane and Bob Gignac for all of your help.