As of 5am PT, Thursday, December 23rd, the following blog is a work in progress for today … so depending on when you are reading this blog, it might be empty of giving thanks or full of giving thanks for the many blessings that we have attracted and received in 2010.
You have no doubt heard of a vision board … my plan for today is to review my blogs for the year to assist me to remember the many things that we have to give thanks for … and I will post some pictures at the same time.
Giving Thanks For 2011
Giving Thanks for the One Page Business Plan
My friend Pat Finucane demonstrated the One Page Business Plan to me in December of 2009 and he said; “the One Page Business Plan is going to change your business” and it has.
I went on to complete the One Page Business Plan Licensing Course this summer, am nearing One Page Business Plan Certification as I write this, have introduced the One Page Business Plan to many of my One On One Coaching Clients.
The One Page Business Plan helped organize my vision, objectives, and strategies, and lay out a roadmap of what needs to be done in order for me to take my business to the next level. The template format made the development of my business plan a very simple process.
Michael A. Healey, B.A., CFP, RHU, ZLC Financial Group, Vancouver, BC
The One Page Business Plan has helped me to clarify my goals and objectives by providing me with the structure to think about them and then write them down. The process also forces me to become accountable and get more excited about what 2011 and beyond will look like. This method has made me focus and led me to use the law of attraction which states…”write it down if you want it to happen!!”
Yvan Brazeau, CFP, Eclipse Financial, Timmins, ON
We are introducing One Page Business Plan Webinars in the New Year.
I am certain that the One Page Business Plan helped me to attract these significant financial advisor speaking opportunities in 2010, quite a number of these were main stage presentations like; Advocis Vancouver, Great West Life, Hub Financial, London Life and the Sun Life Sales Congresses.
Giving Thanks for these Financial Advisor Speaking Opportunities
| Date | Company | City |
| March 25th | Advocis London | London, ON |
| March 25th | Advocis Sarnia | Sarnia, ON |
| April 7th | Sun Life Financial | Kelowna, BC |
| April 20th | Advocis Vancouver | Vancouver, BC |
| April 27th | Macquarie Private Wealth Inc. | Vancouver, BC |
| April 29th | Canada Life | Victoria, BC |
| April 30th | Canada Life | Parksville, BC |
| May 25th | Advocis Westman | Brandon, MB |
| June 13th-17th | MDRT Annual Meeting | Vancouver, BC |
| June 17th | Great American Advisors | Lake Tahoe, Nevada |
| June 18th | Great American Advisors | Lake Tahoe, Nevada |
| June 21st | Sun Life Sales Congress | Toronto, ON |
| June 22nd | Sun Life Sales Congress | Winnipeg, MB |
| July 16th | Desjardins Financial Services | Victoria, BC |
| July 20th | Sun Life Financial | Richmond Hill, ON |
| July 22nd | BFG Financial (Ontario) Inc. | Niagara Falls, ON |
| October 18th | Great-West Life Assurance Co. | Montreal, QC |
| October 19th | HUB Financial Inc. | Montreal, QC |
| October 20th | HUB Financial Inc. | Toronto, ON |
| October 21st | HUB Financial Inc. | London, ON |
| October 22nd | London Life Insurance Co. | Montreal, QC |
| October 26th | HUB Financial Inc. | Calgary, AB |
| October 27th | HUB Financial Inc. | Victoria, BC |
| October 28th | HUB Financial Inc. | Vancouver, BC |
| November 9th | NAIFA Iowa Sales Caravan | Iowa City, IA |
| November 10th | NAIFA Iowa Sales Caravan | Des Moines, IA |
| November 11th | NAIFA Iowa Sales Caravan | Sioux City, IA |
| November 12th | NAIFA Iowa Sales Caravan | Waterloo, IA |
Giving Thanks for the Clients That We Serve
We feel very fortunate that our coaching business, going into January is up by 88% compared to the same time last year.
Here is a picture of Thomas O’Neill and I celebrating at Thomas’ December 16th party celebrating the 25th Anniversary of Thomas O’Neill & Associates Inc.
Giving Thanks for my friend and coach Chris Barrow
Laura and I met Chris Barrow back in September of 2004 and we have been working together ever since.
Why?
It is like this … as I was walking away from the stage at my 6th financial advisor speaking presentation for Hub Financial’s “Hub Days” in Vancouver this fall, a member of the audience called me over and said “you know there are all kinds of you guys talking about this stuff but what is different about you is you are out there doing it” and that is what is different about Chris Barrow, he is not only doing it, he is creating the material, doing it and leading the way – thank you Chris!
Here is a picture of Chris and I on a 10 day Catamaran sailing holiday in February of 2010 on Jost Van Dyke in the British Virgin Islands taking a coaching conversation break in the sun.
Giving Thanks for NAIFA-Iowa
Thanks to Michele Grassley Clarke, Executive Director for NAIFA-Iowa for the invitation to join NAIFA-Iowa.
Giving Thanks to Kim Black our Web Master
Thanks to Kim Black for making our web site, e-newsletters and blogs happen over the years and for being my virtual IT expert keeping me up to date so that I don’t become an IT dinosaur. Kim is responsible for creating very cool graphics for our website line this one.
( So that is it for giving thanks for now as at 3pm PT December 23rd … I’ll continue this giving thanks blog over the holidays. )
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You