My financial advisor clients and prospects may not subscribe to some of the ideas of my former business partner, but the article certainly got your attention didn’t it?
This attention getting Strategy is an example that I offer in my One Page Business Planning Speaking Presentation.
Strategies are broad statements, covering multiple years that:
- Set the direction, philosophy, values
- Defines what is being built & how to build it
- Establishes business model & best practices
- Establish guidelines for evaluating important decisions
- Set limits on what a company will do/not do
- Provides a framework for key decisions
- Provides a blueprint or roadmap for building and managing the company
- Become recognized for Lifestyle Protection & Wealth Management planning and solutions through Posts – Blogs/LinkedIn/Speaking Presentations
When you look at the Attention getting Strategy, do you have to write the content for the Blogs/LinkedIn/Speaking Presentations? No!
In your KYC (Know Your Client) Process you should always be asking your clients and prospects thought leading questions to understand their interests so that you can best serve and stay in touch with them. You can find examples of these questions by clicking here for the 13 Step Attraction Marketing Plan.
Every once in a while a magazine stand article, just like “Tony Robbins: What I Learned From the World’s Greatest Investors” that I was in front of at the Denver airport on Friday, May 5, could catch your attention, and it could be of interest to your clients and prospects.
This blog post is a demonstration of how to pass on an attention and value added article that you don’t have to write.
(While writing this, I was in the Denver airport en route from speaking at NAIFA Wyoming’s State Conference May 3-4 to NAIFA Virginia’s State Conference May 7-8. I’m a member of NAIFA, the National Association of Insurance and Financial Advisors.)
- Step 1 – Complete a 30-minute Interview Call with Laura Reilly which will create the foundation for me to give you our version of what’s working, what’s not, what you should do about it and in what order – your personalized Business Building Blueprint
- Step 2 – Complete our Online Business Building Assessment
- Step 3 – Complete a 60-minute Business Building Assessment / Blueprint Debriefing and again I’ll give you our version of what’s working, what’s not, what you should do about it, in what order, and the total time and money investment required; where we believe we could add the most value
- You are committed to making improvements in your business
- You understand that most of the time, it requires someone from the outside to:
- Help identify the improvements that need to be made
- Provide systems to make sustainable improvements
- Provide accountability
Thank you for the opportunity to be of service,
Simon Reilly
P.S. Would you like to receive our newsletter? Please Click Here to be added to our Newsletter subscribers list and receive monthly resources, tips and updates from Leading Advisor.
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You