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Clear Your Roadblocks eNewsletter – July 2009

Inspired, Tired or Expired?

Clear Your Roadblocks | July 2009

Welcome to the July edition of our Clear Your Roadblocks E-Newsletter.

This edition of our Clear Your Roadblocks E-Newsletter includes;

True to our word in the June Edition of our Clear Your Roadblocks E-Newsletter we have worked to provide our financial advisor coaching clients with extreme care and have built and delivered The Leading Advisor Live Coaching 1 Day Workshop and The Leading Advisor Coaching GYM.

The Leading Advisor Live Coaching 1 Day Workshop is a step by step advanced version of the Curing The Unmet Needs Disease Book, and we will have more to share on this in the upcoming months. The stations or points of The Leading Advisor Coaching GYM are as follows and we are working towards launching a public version in the near future.

Coaching GYM

  • Unlimited E-Mail Access to Simon Reilly
  • E-Lessons
  • Audio Lessons
  • Monthly ¼ – ½ Hour Phone Call(s) with Simon Reilly that can be booked using and automated appointment booking on-line software
  • Monthly group coaching calls
  • E-Coaching Follow Up to your E-Lessons, E-Mails and Progress Reports – this means I am with you every step of the way reading your E-Lessons, E-Mails and Progress Reports and Responding with; Articles, E-Lessons, Feedback, Forms, Insights and Tough Love
  • Weekly Progress Report ( Automated )
  • A Private On Line Forum

clip_image002Enjoy the read and thank you for the opportunity to be of service.

Simon Reilly
The Financial Advisor Coach
1 877 248 6019


Leading Advisor As The New Economy Takes Hold

Little did I know as I sat in The EGO Café in Las Vegas in September of 2007 that we were beginning to experience the first signs of this passing economic debacle.

ego CafeI had just finished a financial advisor speaking presentation and the while the financial advisor speaking testimonials were excellent, the response from the audience to engage me as a financial advisor coach were dismal compared to the financial advisor speaking presentations that I had done in the Spring of 2007. In fact, the response to engage me as a financial advisor coach from the Spring 2007 financial advisor speaking presentations was overwhelming. So much so that my plans to complete the writing of Curing The Unmet Needs Disease – How To Prosper in Business by Meeting Your Unmet Needs – Financial Advisor Edition were delayed until the summer of 2008 because we had so much financial advisor coaching business.

September of 2007 was one month into the Wall Street / Bay Street fallout from the Sub-Prime Mortage Crisis that would eventually catch up to Main Street in September of 2008.

The good news in all of this is that we are nearly two years through a Wall Street / Bay Street Recession, and one year into a Main Street Recession, and some say that the worst recessions last about 18 months.

This passing is evidenced by the many bright spots in the economy that include the upturn in the Canadian Residential Real Estate Market and Larry Summers’ comment that, “The number of people searching for the term ‘economic depression’ on Google is down to normal levels.” – Lawrence Henry Summers is an American economist and the Director of the White House’s National Economic Council for President Barack Obama – and late breaking news! Recession over, growth resumes: Bank of Canada – July 23, 2009 – Globe and Mail.

At the same time there are still worries about inflation, deflation and stagflation which echoes with the Inspired, Tired or Expired title of this E-Newsletter.

Like the Hebrew proverb, “Some people make things happen, some watch things happen, while others wonder what has happened”.

I’m taking the liberty to once again modify this Hebrew proverb to read, “Ten percent of financial advisors are Inspired and make things happen, eighty percent of financial advisors are Tired and watch things happen and ten percent of financial advisors are Expired and wonder what happened”.

As the momentum of this new economy takes hold, which will you be Inspired, Tired or Expired?


Leading Advisor Inspired, Tired or Expired? – Article

Are you demonstrating to your clients that you are Inspired, Tired or Expired?

Some financial advisors have full HDTV satellite vision, while some watch in color with cable, and others wonder what happen because their black and white TV won’t work because it can’t pick up a digital signal, and all that they have left are rabbit ears, and they can still manage to get one or two channels if they get the positioning just right. The trouble is they spend so much time adjusting the rabbit ears, they miss the television show.

The financial advisors with vision are inspired by their future and the future is so bright they have to wear shades, The tired financial advisors are just going through the motions, and the expired are really just waiting around to die as they have already quit and given up.

Without vision, you can’t experience the future until you see it, feel it, and hear it through writing, visualization and affirmation.

Financial advisors that look in the direction of the past are not so fond of the memories, but it keeps them from looking into the future that could include things that are feared.

elephantThese same memories are like the jailer to the elephant that has become accustomed to captivity. While young, the elephant was bound by a chain to a log. When they tried and tried to escape they soon learned that they could not. All the trainer had to do when they became an adult was to tie the chain around their ankle and tether the chain to a small branch and they did not attempt to escape their defeats and fears of their past.

Having a routine is both a blessing and a curse, and while a routine serves us to do things like wake up early to practice exercise, meditation or prayer all the way to scheduling time to make those all important prospecting calls, the bricks in the castle wall of routine which are based on the unmet needs of approval, control, recognition, safety and worthiness become the prison that we cannot see our way out of.

Routine creates terrain that is familiar. In order to change, one needs to seek out new territories and activities in order to grow. Growth is often hindered by the old routine because we fear that the new routine will not function.

This is an irrational fear based on The Unmet Needs Disease.

The pact that is formed by the unmet needs of approval, control, recognition, safety and worthiness which spawns limiting beliefs like “I am not good enough” and “my plans may not work” are magnified by limiting emotions of anxiety and sorrow causes and this combination causes us to abandon our dreams.

The dread caused by our unmet needs, limiting beliefs and limiting emotions causes you to destroy what we love the most.

These same unmet needs that catapulted you forward to create the business that you have today, like the creation of a beautiful pearl in the oyster that was irritated by the grain of sand are still irritating you with limiting beliefs like “I am not good enough” and “my plans may not work” and limiting emotions of anxiety and sorrow.

The laws of attraction are absolute and the limiting beliefs of “I am not good enough” and “my plans may not work” will cause you to irritate and finally destroy what you love the most.

What vanishes with Curing The Unmet Needs Disease? The clouds that blur your vision to rise to the occasion to climb taller and taller mountains will vanish along with the idea that the mountains that you have conquered are far too small.

As you look down from the place of The True Values Based Financial Advisor you will marvel not because the mountains that you have conquered are far too small but because you have become so much bigger.

You are bigger because your True Values pulled you forward and because you learned to clear your Unmet Needs that were holding you back.

Like with any climb to the top, The Unmet Needs Disease that blurs your vision and causes you to struggle on your path will not disappear without some help along the way.


Leading Advisor Inspired, Tired or Expired? – A Table

Inspired Tired Expired
Vision To Do List Post-it notes
Dedicated to professional growth It’s a job OMG another day
Confident Cautious Conservative
Business is booming There’s a recession We are doomed
Lives in the present and looks forward to the future Copes and just tries to get by Lives in the past and criticizes the future
Leadership Management Addicted to selling
Fulfilled Doing too many favors Overloaded and does not feel acknowledged
Cash Reserves Sales driven by how far into LOC
Team Staff Nuisance
Support team Home Office Business Prevention Unit
Business manager Assistant I may as well do it myself
Does only what they love to do Delegates Does it all
Has a system for hiring the best people Hires friends Still recovering from the last hiring “fatal attraction”
Refers business to strategic alliances Has financial advisors that are friends Too busy and afraid
Concierge lounge Client waiting room Travels to client’s homes
Picture frames Laminates Blu-tack
Google Yellowpages.ca Yellow pages
Telephony office Two receptionists Answering own phone
True Values Based Financial Advisor The Gentle Financial Advisor John Doe – Financial Advisor
Instant messaging Email Contact us
Graphic design Business name
Has nailed the niche Works with business owners, professionals and seniors Tries to serve anyone and everyone
Web attraction Web site Brochure
Automated marketing system Sends birthday cards High and low prospecting cycle
Choice Cappuccino Coffee
Provides a consistent service experience Client segmentation Too many clients and not making enough money
Looks after people who have money Tries to look after people’s money Makes clients feel nervous because of a lack of energy, money and time
Empathetic listening Listening Talks
Takes a genuine interest Builds rapport Uses sales techniques
Concentrates on building relationships and delegates financial planning Financial planning Solves immediate problems using a product
Uses a consultative process and charges a fee Sells products Sells too many products
Educates clients that providing referrals is part of their business process Asks for referrals Afraid to ask for referrals
Understands clients want to know what you are going to do for them Sells their favorite flavor of the month product Loves to talk about their favorite subject, themselves
Promises regular returns Afraid Promises market leading performance
Succession plan is in place Emotionally retired Emotionally bankrupt

Leading Advisor What Killed The First Half Of The Year?, Referrals Revisited, MDRT Plateauing Out Syndrome + More

Since our June E-Newsletter, we have posted some excellent blogs and they are as follows;


Please visit www.LeadingAdvisor.com for more Financial Advisor Resources and Training