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Clear Your Roadblocks e-Newsletter – May 2010

Leading Advisor

What Is The Most Worthy & Strong Step?

Clear Your Roadblocks | May 2010

Welcome to the May 2010 edition of our Clear Your Roadblocks E-Newsletter.

The question of “What is the most worthy and strong step that you can take in your business and personal life” came to me in my morning meditation on the morning after my Mother’s funeral on May 11th.

I did the right thing and delivered this Eulogy at my Mother’s funeral which was about going from passing to passion and living your values and for this I feel fulfilled and appreciative of the life that my mother gave me. I believe it is important to understand and appreciate ones’ past.

Carl Jung said, “Nothing affects the environment of a child so much as the unlived life of a parent.” Consciously or subconsciously we each pick up the frustrations our parents felt.  Some researchers suggest that we were even influenced by our mother’s emotions when we were in her womb.  Therefore, in the process of discerning your path, it is important to sit back and reflect on both you’re Past Personality Influences and your parents’ “unlived lives.”

Laurie Beth Jones – The Path

Thank You for all the kind thoughts and words that I have received regarding my Mothers’ passing.

I’ve been asking “What is the most worthy and strong step that you can take in your business and personal life” of myself along with my clients and prospective clients ever since I began working on a Reinvention Plan which I’ll share more about in my June E-Newsletter.

Here is what I talk with prospective clients about in our first conversation.

The conversation is about;

  • Taking the next worthy and strong steps in your business and your life
  • Finding out more about your business – number of years in business, practice specialty, your team, your vision, business plan, marketing plan and goals
  • What are the three biggest improvements that you want to make to your business?
  • What are the three biggest roadblocks that are holding you back?
  • What is your ideal solution?
  • Our program and risk free offer
  • Explaining the meaning of; “Taking the next worthy and strong steps in your business and your life.”

Living your values generates strength from within and is far more sustainable than trying to continually gain your power through the unsustainable fulfillment of unmet needs.

Unmet needs will sabotage your business steps going forward. Here are some examples of unmet needs and how they sabotage both growing your business and engaging a coach;

  • Approval – I have to check with my husband or wife even though my husband or wife does not work in my business before I can make a decision because we make all financial decisions together. Underneath the surface we are both afraid of change and we just want to play it Safe. At the same time, I’m afraid that if I were to change, my husband or wife might not love me anymore.
  • Control – I am afraid that I will lose control. I am just hanging on now and I don’t want to upset the apple cart.
  • Safety – I don’t have enough money and I don’t have enough time and because of this I feel afraid and anxious so I can’t take the time to stop and do something different.
  • Worthiness – I am afraid that I am not good enough. I’m worried about the approval of others and playing it safe and staying in control and if I were to take the steps to grow my business by hiring a coach I’m afraid that what I have been avoiding all along will come back to haunt me – I am not good enough.

Thoughts are real forces; you attract whatever you think about.

Are you living with passion or are you passing on the most important things in your business and personal lives?

What is the most worthy and strong step that you can take in your business and personal life?

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

clip_image002 Thank you for the opportunity to be of service.

Simon Reilly
The Financial Advisor Coach
1 877 248 6019


Leading Advisor Giving Thanks

Jim Rohn says that “Success is a few simple disciplines practiced ever single day” and one of these simple disciplines is to stop and write down everything that you are thankful for at the end of your business day.  The week of May 10th started with taking two days off leaving only three work days for the week and thank goodness that we schedule Buffer Days.  It always amazes me how much we are accomplishing.

Giving Thanks Wednesday, May 12th, 2010

  • Fantastic client calls and realized brilliant ideas and actions
  • Projects list reviewed
  • Business plan and projects list up to date
  • Prepared for next meeting with Laura
  • Budget Cash Flow and Sales Activity Calculator reviewed
  • What is the next worthy step to take in Leading Advisor?
    • Offering Advisor and Team Building Workshops to Brokerages, Career Agencies, Life Insurance Companies, MGAs and Mutual Fund Companies.
    • Asking HNW Financial Advisor Clients that we love for referrals.
    • Create AdvisorGenXY.
    • Writing a generic book and web site.
  • Referral to financial advisor speaking opportunity with Edward Jones
  • E-mail invitation to speak at another Advocis Chapter
  • Invitation to speak at a SunLife office
  • Appointment booked at Daystar Financial in Winnipeg on May 25th
  • MGA & SunLife CE Accreditation Letter written and sent
  • Advocis / CLU Accreditation Submission for Clear Your Roadblocks To Client Engagement nearly completed
  • Pre-Event call completed with Dave Janzen from Advocis Westman
  • Coaching GYM e-mails reviewed and sent to Advocis Vancouver attendees
  • Came up with cool question and decided to use the following question as a theme for prospect calls; What is the next worthy step to take in business and life? Taking the step will cost nothing. Not taking the step will cost everything.
  • New client committed to working with us
  • May 12th and have reached 50% of new sales goal for the month
  • May E-Newsletter started
  • The day went well even though we took Monday and Tuesday off
  • Dealt with personal loss while continuing business activities
  • Created this giving thanks list and as a result I feel accomplished, appreciative, committed, focused and strong going forward with new actions.

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Leading Advisor ADVISORWEBSITE.COM Interviews

I was fortunate enough to be video interviewed by Bart Wisniowski and Loic Jeanjean of ADVISORWEBSITES.COM when I spoke at Advocis Vancouver on April 20th and here are the interviews;

Do you think the internet has affected the way advisors need to market themselves?

Dramatic changes in the way financial advisors have been marketing online

1 piece of advice to financial advisors getting online today

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Leading Advisor Leading Advisor XY

I have been wondering about venturing out into another niche especially when seeing financial advisors attending meetings just to get CE Credits when it is a toss up between Bingo.

But which niche?

How long will it take to develop another niche?

I’ve been working with financial advisors since 1995 and truly committed to the niche for the past five years.

Do I branch out into another niche or run roots even deeper into the financial advisor niche?

I answered my own question last week by doing a Pros and Cons analysis on this and the answer is to run roots even deeper into the financial advisor niche.

Run roots even deeper into the financial advisor niche into Financial Advisor Generation XY because this niche is into growing their business versus being distracted by where hair isn’t growing and where hair is growing where it didn’t grow before.

I recently spoke at Advocis Vancouver and a sharp witted Generation XY financial advisor came up to me at the end of my presentation with his smart phone in his hand and said “I notice that you are a strong believer in journaling to affirm a positive metal attitude but what about doing the same thing by typing into a computer or texting on a smart phone or iPad or Slate (Tablet PC).

I affirmed my reason for journaling to affirm by offering the quote by Confucius; “I hear and I forget. I see and I remember. I do and I understand.”

“Do what you were brought up with, do what is easiest for you, do what comes natural – the key is DO” I replied.

The sharp witted Generation XY financial advisor smiled and made the gesture of the chisel and the hammer and we both smiled.

So this is the first chiseling about Leading Advisor Generation XY.

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Leading Advisor Do You Want To Be Inspired Or Motivated?

I ran across this YouTube video of Lance Secretan talking about the difference between Inspiration and Motivation which is total alignment with what I wrote about in Curing The Unmet Needs Disease.  Check out Lance’s video and the following clips from Curing The Unmet Needs Disease.

Lance Secretan’s Inspire! What Great Leaders Do

Curing The Unmet Needs Disease – Page 14

You see, motivation can work, but it doesn’t last – it is unsustainable.  That’s why I’ve dedicated my life since then to creating a sustainable system for a successful and profitable business.

Motivation fails because it is inherently flawed.  It is based on fear; fear of losing something you already have, or fear of not getting something that you want.

I looked up motive in the dictionary, and it said motive comes from a place of need, desire or fear.  So, you see, the whole premise of motivation is flawed.  You have to hit bottom before you can turn around and become motivated.

Look at the word desire, as well.  It comes from the Latin word desidus, which means moving away from the star.  You are already a star.  These things are sabotaging you.

No matter how motivated you are, you cannot progress past a certain point until you address your Unmet Need Disease

If you are looking for motivation from this book, look elsewhere.  I’m not trying to motivate you; I’m trying to cure you.  What I offer is a proven, sustainable model of success that will address your Unmet Needs Disease, spark your aspirations and give you the inspiration – not motivation – to put it to use.

Curing The Unmet Needs Disease – Page 26

Remember, your values will stay unexpressed and even unknown, as long as there are Unmet Needs in the picture.  That’s why motivation and personal development fails.  You cannot slap an “I’m happy,” affirmation on top of an Unmet Need and expect to live out that value of happiness.

You also can’t get rid of Unmet Needs by drinking, drugging, eating, partying, shopping or gambling them away.  These are all different versions of the same misguided attempt to get what you really need (safety, approval, recognition and belonging).  It won’t work and you will only attract more conflict, rejection, struggle, suffering and time-consuming tasks and people.

Curing The Unmet Needs Disease – Page 37

We come back now to the definition of motivation: the sense of need, desire and fear.  Inspiration fulfills you from the inside out but motivation tries to fulfill you from the outside in.  Since it is virtually impossible to be fulfilled from the outside in, you feel empty, even though you appear to have reached a goal.

You hear it all the time, “I’ll be happy when I have more time/money/clients/holidays/cars/sex, etc.”  Meanwhile, as you accumulate more and more, your negative ego mind replies with, “Is that all there is?”

Have you ever woken up, gradually becoming more alert and thinking casually about the day ahead, and then bang, it hits you.  “Holy shit!  I quit the perfectly good job that my mother told me to keep and became a financial advisor, an entrepreneur, and started my own business!”

Having no guaranteed paycheck fuels your Unmet Need for safety.  So, without really knowing it, you look to your clients and your sales to fulfill your Unmet Need and to take care of you.  Instead of going out and adding 100% value to your clients, you are looking for them to save you.

You run after any prospect that could fog a mirror and as you approach each one, you think, “Please buy my product, I really need this sale!”  This continuing pattern of emotional highs and lows perpetuates the vicious cycle of your adrenalin addiction.

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Leading Advisor Using CRM To Unlock Your Potential Pareto Platform Webinar


(Click to view the PDF)


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Leading Advisor The 100 Best Marketing Ideas

Here are the first 7 of The 100 Best Marketing Ideas from Senior Market Advisor and Click here to read all 100 Best Marketing Ideas;

From suitability to Shakespeare, here are the 100 best marketing ideas to help your business thrive.

1. Pick up the phone. I have yet to find a better way of “marketing oneself” then speaking with a prospect on the phone — it’s way better than direct mailings and cheaper too.  Looking for folks to call? Try whitepages.com or do a search on neighborhoods — it’s free.

– Allen E. Shea, independent advisor

2. Referrals. My best marketing plan is this: Friends telling friends of my services and products.

– Sam Hacek, Sr. Affordable Insurance Concepts

3. Identify your target customers. Create a three-tier or dartboard approach to profiling sales prospects.  The top tier or bull’s-eye of the dartboard represents the prime target audience.  Spend the most time with the tier in the bull’s-eye and the least amount of time with the third tier.  The marketing strategy should focus on a message to address the needs of each group.

4. Establish and understand your primary geographical market area. Identify your geographic area by zip code, county, neighborhood or other parameter and understand the prospects that live there.  Then develop marketing campaigns to promote relevant product offerings based on life triggers and other events that may be happening in your community, including new homebuyers, births, marriages within this area and target products and services to the event.

5. Develop a “drip” list. Create a list of your best prospects that you contact on a monthly (even weekly) basis with key information.  Keep your name out in front of your target audience.

6. Sponsor or organize high-profile events. Invite your first and second tier prospects to speaking engagements, which highlight industry leaders.  Often organizations sponsor quarterly or bi-annual speaking engagements with industry leaders from your organization.  By inviting your best prospects, you establish credibility and show them that you appreciate them.

7. Use newsletters. Newsletters create credibility and stimulate interest in your products/services.


Leading Advisor Rod Tyler’s Sound Advice

Here is an example of an outstanding job of a financial advisor E-Newsletter from one of my clients.

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