Being The Best Financial Planner – Demonstration By Example

Last week was a very busy week at Leading Advisor. Our activities are a demonstration of how to build and fill the financial advisor marketing funnel through our actions and results.

—————Marketing Funnel—————–
—————–Networking———————
——————Speaking———————-
——————-Articles———————-
——————-Results———————–
——————–Book————————
——————–Sales————————

Book – First the fun stuff, our editor has declared that the editing of the book is finished and I am happy to share the front cover! The next step is our book publishing project manager is working on assembling the book for printing. Laura and I met with the printer on Saturday morning to get the ball rolling.

Articles – Here is a picture and a link to our first article that was published by Advisor.ca on September 18th.

Networking – Telephone interview completed on September 19th with Michael Beck for the Referral Expo 2008.

Speaking – Completed one of the absolute best speaking presentations entitled How To Thrive In A Recession for Pro-Seminars in Edmonton on September 17th … click here to read the testimonials.

Results – click here to read our speaking results for Pro-Seminars Las Vegas September 8th and Pro-Seminars Edmonton September 17th

Sales – Sales and prospect results are exceeding the results that we created in September of 2006 and September of 2007 … the marketing funnel is really starting to pay off.

Laura and I are away in Victoria, BC on Saturday, September 20th to meet with the book printer and to celebrate Laura’s mom’s birthday. We will travel to Kelowna, BC on Sunday in advance of attending a financial seminar from Monday – Wednesday, September 22nd – 24th.

Thursday and Friday, September 25th and 26th are coaching days and then I am on a plane on Sunday, September 28th to speak at Pro-Seminars in Kitchener, ON on Monday, September 29th and Pro-Seminars in Winnipeg, MB on Wednesday, October 2nd.

There are still loads of projects on the go;

• Vision – work with our coach to refine our coaching, speaking and writing vision for 2012
• Speaking Marketing – write the plan to go big and go international
• Advisor.ca October Article – editing
• Book – collecting testimonials and final proof for book publishing project manager
• Branding – fine tune
• Curing The Unmet Needs Disease – Entrepreneur & Small Business Edition – delegated to editor
• E-Newsletter September – write and publish
• Flip Video – learn to Vlog
• Speaking Marketing – meet with COI’s on the Kitchener / Winnipeg trip
• Tablet PC – learn how to use it
• Trade Show Booth – upgrade
• Viral Marketing – study
• Planning – clean up my office

Sidebar – I ask my clients to take the time at the end of the week to clear their minds of all the details, to reprioritize, to reschedule and give thanks. My blogging gives you a chance to look over my shoulder to see what I am doing.

As the conclusion of all of these projects comes into being, I am pleased to say that we are truly a financial advisor coaching, speaking and publishing company!!