Clear Your Roadblocks Newsletter – November 2008

Welcome to the November 2008 edition of Clear Your Roadblocks To Success.

The more one invests in feeling positive feelings, the more one experiences them.  The same is true for the more one invests in feeling negative feelings, the more one experiences them.

Investing in feeling positive or investing in feeling negative is a choice.  What are you choosing to feel in this new economy?  You have a choice to lead yourself, your clients and your family like never before and you have a choice to invest your time and energy into feeling emotional Armageddon.

To help you to Understand How To Eliminate Fear in this new economy, click here to receive the first free six chapters of my new book call Curing The Unmet Needs Disease – How to Prosper in Business By Meeting Your Unmet Needs ~ Financial Advisor Edition.

My October E-Newsletter was about writing your own E-Newsletter and this edition includes a story about Joe The Financial Advisor.  One of the main benefits of writing your own E-Newsletter is it keeps your clients fully informed to enable you to free up your time to speak to new prospects.

It’s 8pm ET on Thursday, November 6th and Laura and I are three hours into a four and a half hour flight home from the Toronto Independent Financial Brokers Summit that was held November 4th and 5th.

Pleased is the feeling that I am feeling right now at a deep heartfelt level, feeling pleased like I have never felt before on a business level because I chose to;

• Invest seventy five percent of my time, from May to date, setting profit and sales aside, to complete my new book, tradeshow booth, new web site and two new Power Points entitled How To Thrive In A Recession 3.0 and Curing The Unmet Needs Disease that I delivered at The Toronto Independent Financial Brokers Summit.
• Invest thousands in capital required to complete the book, tradeshow booth, web site and more.
• Take a stand to invest in our business to add value to our clients and service like never before.
• Use the principals that I teach in Clear Your Roadblocks and Curing the Unmet Needs Disease and go through what Seth Godin calls The Dip.

Pleased because of our excellent results via our Financial Advisor Speaking Response Form from The Toronto Independent Financial Brokers Summit that included:

• Yes!  I would like to receive your Free “Clear Your Roadblocks” E-Newsletter
• Receive a Free Copy of our E-Book Chapters 1 – 6 of 13 Chapters Curing the Unmet Needs Disease: How to Prosper in Business by Meeting Your Unmet Needs
• My Association or Company is looking for a Speaker or Writer, please contact me
• Yes!  Please contact me.  I am ready to make changes in my business. I want to schedule an Appointment with Simon Reilly
• Yes! Please send me Simon’s new complete 14 Chapter Book – Curing the Unmet Needs Disease: How to Prosper in Business by Meeting Your Unmet Needs

Best of all, I am pleased because I received some preliminary results for one of my clients through the action that I took in a blink of an eye at The Toronto Independent Financial Brokers Summit.

Prior to The IFB Summit, my client and I have been talking about drafting an introductory letter to introduce him to financial advisors in his area that have been in the business for 20 – 30 years who are looking after an ample amount of A clients.  The same financial advisor has little or no time to look after the financial planning and insurance needs of their B & C clients.  My client is willing to work on straight commission.  I suggested doing this rather than continuing to build their practice one client at a time.  I believe that there must be a seasoned financial advisor out there where we could create a win-win situation.
I was in the middle of my Curing The Unmet Needs Disease Power Point Presentation on November 5th at The Toronto Independent Financial Brokers Summit and I saw my client in the audience and an idea came to me in a heartbeat.

I asked the audience if there were any members in the audience that have been in the business for 20 – 30 years that are looking after an ample amount of A clients that have little or no time to look after the financial planning and insurance needs of their B & C clients.

I told the audience that I had a 40’ish financial advisor client with high integrity with over a decade of experience working with both insurance and money products, and that my client is willing to work on straight commission, and please give me your card at the end of my presentation.

When I was finished people were lined up giving me their response forms for the presentation, I noticed my client in the line up and just as he got to me in the line up, the advisor right in front of my client handed me his card and said, “Call me, I am interested in meeting the advisor that you were talking about.”

The line up was standing close enough together that my client heard what the advisor said and my client and I had one those ah-ha moments together.  It was a beautiful demonstration of the success that you can create when you get an idea and take massive action in the moment.  By the time the line up was finished, I had a total of three cards from advisors that want to meet my client.

This edition of Clear Your Roadblocks includes;

Feature Article

• Financial Advisor Coaching – What Is On Your Shopping List?

November’s Top Blog Posts

• Joe The Financial Advisor
• Financial Survivor Or Financial Advisor? Part 1 of 3
• Financial Survivor Or Financial Advisor? Part 2 of 3
• Financial Survivor Or Financial Advisor? Part 3 of 3
• Will You Join Glennis Deslippe?

Enjoy the read;
Simon Reilly
The Financial Advisor Coach
1 877 248 6019

Financial Advisor Coaching – What Is On Your Shopping List?

As a financial advisor coach, I always ask my prospective financial advisor coaching clients, “If you were to work with a coach, what would be on your shopping list?”

Here are the answers from six different financial advisor coaching clients:

Financial Advisor Coaching Client One

• Build your self esteem and self image
• Change your self perception of “you could have always done better”
• Eliminate feeling sick and tired
• Eliminate the fear of rejection
• Eliminate the perception of 400,000 tons of pressure
• Eliminate the underlying conflict that you have with your spouse
• Learn how to accept yourself

Financial Advisor Coaching Client Two

• Improving your existing sales presentation to qualify, seed in and test close the referral request as you go along – so that it is not a shock to the client at the end when you ask for a referral
• Creating a system so that you can elegantly go back to your existing 90 clients to ask them for referrals
• Improving your marketing plan integrating it with your seminars
• Clearing your unmet needs, limiting beliefs and limiting emotions that are likely driving you’re a little too hard when in one hand you are getting the business, is making you unattractive when it comes to getting referrals.  Meet the unmet need of appreciation from within so that you are not trying to meet this unmet need from the client which may turn them off in a way.
• Lay the foundation to increase your income from $125,000 to $250,000
• Assist you to find more joy and inspiration from your business
• Set 90 day income and client goals

Financial Advisor Coaching Client Three

• Build a team so that the day-to-day is managed by the team to enable you to work on the big picture which includes looking after the relationships with your clients and attracting more of the types of clients that you want to work with
• Attract more clients that are investors versus traders
• Learn a system to release and leave the negatives at the office so that you don’t bring them home to your family
• Build up more positive energy so that you don’t feel exhausted
• Create more work life balance
• Create more time for yourself and your family
• Enjoy yourself and the rewards that you are manifesting
• Feel more freedom, happiness and peace

Financial Advisor Coaching Client Four

Reignite the inspiration, passion, motivation, fun and joy by;

• Identifying and clearing your unmet needs and related limited beliefs and emotions.
• Identifying your values and related positive beliefs and feelings.

The above will lay the foundation to;

• Set 90 day income and client goals
• Increase your income by presenting new products that include Manulife’s Income Plus and asking for and receiving referrals

Financial Advisor Coaching Client Five

• Lay the foundation to increase your income to $250,000 by way of …
• Eliminating procrastination
• Regaining your focus and motivation
• Reigniting the enthusiasm, passion and spark that you have for your business
• Regaining the appreciation that you have for the business that you have created
• All of which will help to magnify that success towards building a group business in _____
• Assist you to become better organized and provide you with strategies to delegate to a virtual assistant
• Assist you, if you wish, with strategies to attract an existing financial advisor / employee benefits firm in _____
• Improve your quality of life

Financial Advisor Coaching Client Six

Increase sales by way of …

• Improving your focus
• Eliminating your fear of seeing clients and releasing the guilt that you may be feeling about the market along with the limiting belief of letting your clients down
• Eliminate the fear and or roadblocks about approaching your clients about life insurance
• Eliminate your fear of not succeeding
• Create a marketing plan to focus on your network

Create a system to ask for referrals from your existing network

Curing the Unmet Needs Disease –
How To Prosper in Business By Meeting Your Unmet Needs

Click here to Receive The First Six Chapters of my new book Curing The Unmet Needs Disease – How To Prosper in Business by Meeting Your Unmet Needs Financial Advisor Edition.

Simon Reilly
The Financial Advisor Coach
1 877 248 6019