Submit your nominations and you could win an iPhone.

Enter the contest here.

There are two ways of playing this:

1. Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – “I don’t take part in these celebrity competitions because it’s beneath me.”
2. Be bold, outrageous, and provocative – “asking for the business” – vote for me because I love the exposure!

I’d like to announce my candidature in ‘Name That Visionary Contest’: Who are the Top 10 leaders in the industry today?

Why?

• The exposure is absolutely great for my professional career development
• The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages
• The encouragement to me is to keep fighting the fight for quality career and independent financial advisors
• My coaches and mentors all get to take a break as my unmet need of recognition is satisfied
• You will have to spend a few minutes thinking about your personal Top 10 leaders in the industry today and complete some basic personal details.

Please Click Here to register your vote to support my bid as one of the Top 10 leaders in the industry today.

Dear Joe Advisor,

Thank you for today’s coaching call.

Here are my thoughts from our call;

• Now that RRSP season is complete, act as if this is the beginning of your year
• Get yourself complete meaning completing all loose ends … don’t start anything
  new
• Find two – three days of uninterrupted time where you can be anonymous to;
• Re-visit your vision and business plan
• Imagine the advisor that you have to be to realize your vision
• Review your budget cash flow to look at your worst case scenario … if you don’t
  sell anything new, what will the projected ending balances look like? I am asking you do to this to face the fear of the ego mind that you don’t have to wake up like a salesperson every single day … Clear if you need to …Get comfortable with what Seth Godin talks about in The Dip … every business has one
• Write out your investment philosophy profiles for the levels of the clients that
  you deal with based on your Ideal Client Profile(s)
• Write out your beliefs about your investment philosophy and clear your ego mind’s fear about what if
• Consider offering your “A” Ideal Client Profile building custom asset mixes and picking funds and the rest would go into a balanced fund.
• Could you charge the “A” Ideal Client Profile a fee?
• Create a service offering sheet that explains what you do for your clients, what is included as part of your service offering and identify the services that you offer for an extra fee – stop doing the extras for free.
• Your service offering will explain what is expected of the client and how many appointments that they receive – in the office
• ( The extra fees will allow you to pay your support team to do the things that they need to do to support you so that you have time to attract the “A” Ideal Client Profile and build custom asset mixes and pick funds. )
• The “A” Ideal Client Profile has to include you enjoy working with them, they have a strong association and business network and they have the $$$
• Remember to qualify your prospect referrals with your Ideal Client Profile and learn to say NO … and be OK with that and GET that you will be rewarded by action and results based on what you WANT
• Review the referrals that your received from your partner against your Ideal Client Profile – work on them region by region
• Remember to set a goal to reduce the amount of times that you are doing the traveling – refer to the last coaching call follow up for notes
• Commit to asking your Ideal Client Profile clients for referrals
• Ask your Ideal Client Profile clients the following questions to;
  • Get you associated to the value that you provide – What I want for you is develop the conviction to work with more of these clients – this WILL ignite your passion and focus
  • Ask for referrals
  • Gain testimonials
• Clear your ego’s limiting beliefs and emotions that are connected to The Hunter

Here is the reflection that I had about two needs that are working against each other; Success is impossible when unmet needs of approval and safety drive negative beliefs that “I can’t do enough” & “there is never enough”.

One should be conscious that they have the unmet needs and use the I observe journaling to be aware that one is meeting the unmet need from within versus trying to get them met from the outside which is impossible.

At the same time as stronger values based affirmation would serve and here is an example; I observe my value of abundance is being met as I witness that I am attracting clients with $500,000 in assets and clients that
want $5,000,000 in insurance

Remember that you are protected, provided for and that the present is perfect … make a list of the evidence that you have for this.

The following process fits into your two – three days of uninterrupted time …

The first 90 days of 2010 draws to a close on March 31st… time to start creating 90 day goals for April 1st to June 30th

Before you do this, make the commitment to Empty Your Mind before the end of the month so that you can create the space to write your 90 day goals and get your business house in order.

Using Microsoft Excel as an example;

1. Type in every idea, project, task, and “to-do”  – line by line until you empty your mind. I do this on a weekly basis and I review the following areas for info;

• Business plan
• Documents that I have created in the last week in Excel, Mind Genius, Word etc.
• E-Mail – incoming
• Files
• Loose paper notes on my desk – file them at the same time
• Notes in my Journal
• Maximizer or Outlook – or the CRM system that you are using
• Open documents on my computer desk top
• Smartphone notes
• Sticky notes – if you use them – I don’t

2.  Next, review the following categories and ask what other project areas come to mind and add them to this list; administration, computers / systems, customer service, financial, marketing, office management, planning, product development, production, sales, team building and training. You can also include areas for your personal live that include; auto, clothing, home, health, hobby, intellectual, relationships; family, friends, spouse, spirituality

3. Next, in a separate column in Excel, type in the category that each idea, project, task and “to-do” belongs to

4. Next, sort the ideas, projects, tasks and to-dos alphabetically

5. Next, using another column in Microsoft Excel, prioritize by A – must be done before X date then, by B, & C priority

6. Next, using another column, identify what can be delegated and meet with your team with written instructions

7. Next, schedule your A priorities and take action

Here is a goal setting strategy that you can adjust to 90 days versus 1 year goals.

Vision worksheet

If you could wave a magic wand and be looking back on the year from December 31st…

• What would have to have happened for you to be happy with the progress that you have made in the past year?
• What did you accomplish?
• What goals did you set and achieve?
• What made you happy?

Use the following project areas to remind you of all the goals that you could be setting in both your business and personal lives:

Business	Personal
Administration	Auto
Clients	Clothing
Computers, Systems and Technology	Charity
Customer Service	Entertainment
Financial	Family
Marketing	Friends
Planning	Health
Product Development	Hobbies
Production	Home
Sales	Intellectual
Team	Spirituality
Training	Spouse
	Travel

Write your goals down in detail, using the five W’s – who, what, where, when and why – but forget about how.

Return to the Top | Table of Contents

Bill Bishop is very pleased to announce that his new book The Problem With Penguins is now officially published. He wants to thank everyone who helped him put this book together over the past two years.

If you would like to order copies of the book (either hardcover or paperback), go to: http://biginc.com/penguin/penguin_book.html

If you would like to order 10 or more books, call Sonia at 416.364.8770 and ask about their Penguin Special.

Return to the Top | Table of Contents

Survival instincts are great motivators and cause one to keep going and going and going and doing and doing and doing the same thing, and at the end of the day still expect a different result.

Those same survival instincts cause one to keep going, just like some men who will not stop to ask for directions because it might demonstrate a sense of helplessness that could attract an ambush.

At the same time, it takes time to create and find the map. Then there is the time it takes to read it. So perhaps it is better to just keep on driving and driving and driving.

What if a financial advisor’s client asked for a copy of their roadmap; their values, vision, mission, business plan?

Would they be able to produce their roadmap?

“People are afraid of themselves, of their own reality; their feelings most of all.

People talk about how great love is, but that’s bullshit. Love hurts. Feelings are disturbing.

People are taught that pain is evil and dangerous. How can they deal with love if they’re afraid to feel? Pain is meant to wake us up.  People try to hide their pain. But they’re wrong.

Pain is something to carry, like a radio. You feel your strength in the experience of pain. It’s all in how you carry it. That’s what matters. Pain is a feeling.

Your feelings are a part of you. Your own reality. If you feel ashamed of them, and hide them, you’re letting society destroy your reality. You should stand up for your right to feel your pain.”

– Jim Morrison