The Client Engagement Process
Clear Your Roadblocks | June 2010
Welcome to the June 2010 edition of our Clear Your Roadblocks E-Newsletter.
It is Wednesday, May 26th and I’m on a flight home from Winnipeg via Calgary and Vancouver after speaking at Advocis Westman in Brandon, Manitoba. This was combined with visits to Career Agencies and MGAs in Winnipeg.
“Clear, concise and to the point on how to build business. The presentation was a road map to success. I have a greater insight as to what steps I have to take.”
Barry Twerdun
Premier Financial
“Simon’s energy is contagious. All of the presentation was applicable to my business. I wasn’t expecting to feel extreme motivation and enjoyment.”
C.J. Pavis
Investors Group
“Simon is passionate about the topic. He is well organized and has a plan for us. I received information on how I can work more efficiently.”
Heather Tymoschuk
Assante Financial Management
I’m writing the June E-Newsletter now to get a head start because I will be traveling from June 11th to June 24th starting with a Vancouver rehearsal in advance of speaking at the MDRT on June 15th. Speaking at the MDRT is like winning the Stanley Cup, The World Series or being on “The Cover Of The Rolling Stones.”
After speaking at the MDRT, I am speaking at a conference on June 17th & 18th in Lake Tahoe for The Great American Advisors. Laura will be joining me for the MDRT in Vancouver and The Great American Advisors Conference in Lake Tahoe. On June 19th Laura will fly home and I’ll fly to Toronto in advance of speaking at the Toronto Sun Life Sales Congress on June 22nd. I will wrap up flying to Winnipeg to speak at The Winnipeg Sun Life Sales Congress on June 24th.
Hey! Didn’t I just leave Winnipeg? Well, it is the center of the Freedom 55 / Great West Life / Investors Group universe and my vision is to fly in and out of Winnipeg a lot in the future.
So, given I have a significant work load in advance of getting ready for my travels in June …
- 3 R’s – Research, Read, wRite
- BFG Financial, MDRT, Great American Advisors, Sun Life Speaking PowerPoint Development & Practice
- Blog & Vlog Writing Plan
- CE Credits
- Computer Upgrade
- Filing Reorganize
- Outlook Reorganize
- Speaking Marketing Plan & Road Trips
- Video E-Mailing
- Vision Reinvention
… I am going to make this June E-Newsletter a short one and provide you with a portion of my new Clear Your Roadblocks To The Client Engagement Process PowerPoint. Click here to receive a copy of The Clear Your Roadblocks To The Client Engagement Process.
June will be an exciting month of travel and meeting many new financial advisors. This will be followed by the quieter travel months of July and August when I can take some time off to enjoy Vancouver Island and work on;
- Business Plan Product Development
- Coaching GYM Upgrade and Workshop Development
- Marketing Plans; Advocis Century Club, COI, HNW Advisors, Referrals, Workshops
- Reinvention Vision
- Web Site Upgrade
 Thank you for the opportunity to be of service.
Simon Reilly
The Financial Advisor Coach
1 877 248 6019
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