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Every Day Is A Presentation, Just Like The MDRT

Simon Reilly

turtleI just reflecting that whether I’m coaching, speaking or writing, every one of these is a presentation in some way shape or form.

Coaching includes reading the notes from a previous conversation, Speaking can include an interview with the Advocis Chapter President or Advocis Program Chair in advance of speaking at an Advocis Chapter to find out what the audience wants to hear about and Writing can include writing out a description of a speaking presentation.

It’s 7:45am Thursday, August 20th and I’m sharing what I am doing to qualify to speak at the MDRT in Vancouver in June 2010.

There are many qualification steps to speak at the MDRT and I have been suggested as a potential speaker and this was created by way of a referral which had to pass through a committee to get to the place that I am in right now in the process.

The next steps include a telephone interview with The Program Committee Captain which is today at 1pm.

The interview is to discuss my interest, a discussion of my proposed presentation and to answer any question that I may have.

I have not spoken since June 17th so here are my notes to help me to get focused on the presentation that I would like to offer to the MDRT. 

Clear Your Roadblocks

Tag Lines;

  • Increase Your Referrals By 1000%
  • Understand and Eliminate The Plateauing Out Syndrome
  • Attract More High Net Worth Clients With Less Effort

Positioning Statements

  • Most people do not know what their values are
  • Values are what pull you forward, ignite your passion and your vision, plan and goals
  • Many advisors have no written vision, business plan, marketing plan or goals
  • Many advisors agree that asking for referrals is the best way to build their business
  • A survey indicated that 10 – 15% of advisors actually ask for referrals

Why?

  • Advisors and others suffer from The Unmet Needs Disease
  • When one has Unmet Needs, they have Negative Beliefs and Negative Emotions
  • The Unmet Need of approval is the Roadblock that prevents an advisor from asking for a referral and fuels Negative Beliefs like “the client may say no” or “I might make a mistake with the referral and I may lose the client as a result” and these in turn fuel Negative Emotions like anxiety and fear.

Values are like turtles, they only come out when it is safe. Unmet Needs not only fuel Negative Beliefs and Negative Emotions; Unmet Needs will eventually sabotage values, vision, plans and goals.

The Clear Your Roadblocks presentation helps advisors to understand and clear their Unmet Needs, Negative Beliefs and Negative Emotions and gives them the strategies to;

  • Redefine their Values
  • Create a Vision
  • Set 90 Day Goals
  • Maximize Time
  • Empower Their Teams
  • Delegate More
  • Attract High Net Worth Clients
  • Ask for and receive Referrals
  • Create a Brand
  • Focus on A Niche Market
  • Receive Testimonials
  • Increase Their Sales By 25%
  • Ignite their Passion & Inspiration like never before
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