How do you inspire yourself to set goals for 2010? Remind yourself of everything accomplished for 2009.
Vision
Maintained our Values and Vision while working on creating a scalable system to deliver the Clear Your Roadblocks Coaching System.
Planning/Schedule
• Project List Maintained to Create Focus
• Progressed from Emptying My Mind once a week to the end of every day
• Quit List has been created
• Recoded all notes in journals – no scraps of paper
Administration
• Delegation is on the rise
Computer
• Purchased a new Computer for Tiffany
Customer Service
• Added Valued Added E-mails that include; Articles, Assignments, Audios, E-Books, Forms, Scripts, Templates, Tools, Worksheets
Financial
• We made in through the Great Recession
Marketing Funnel
Marketing Articles
Marketing Blog
• Blog readership has increased to 120 readers on some days
• The blog helps to maintain top ranking of Leading Advisor inc. on Google – thank you Kim and Tiffany
Marketing Book
• Twelve hundred and fifty Curing The Unmet Needs Disease books in print
Marketing Centers Of Influence
• Relationships established with; Michael Beck, Robert Gignac, Duncan McPherson
Marketing E-Newsletters
Excellent articles written that include;
Marketing PowerPoints
• New PowerPoints Created & Delivered;
• Breakthrough The Plateauing Out Syndrome
• Compliance & The Elimination Of Rouge Behavior
• Magnify Your Practice Management With Attention Management
• The Six Degrees Of Life Insurance Connection
Marketing Show Reel
• Presence in front of camera improved
• Editing of Show Reel Clips underway
Marketing Speaking
• 33 Financial Advisor Speaking / Investment Advisor Speaking Presentations completed – congratulations Laura!
• Laura has at least a half a dozen Financial Advisor Speaking / Investment Advisor Speaking Presentations booked for 2010, while we had zero at this time last year
• Invited to speak at the June 2010 MDRT Annual Meeting in Vancouver
• Spoke at 24 out of 43 Advocis Chapters in four years
• Data bases created for; Investment Industry Regulatory Organization of Canada, Managing General Agencies / Life Insurance Companies, Mutual Fund Dealers Association
Marketing Social Networking
• Launched FaceBook, LinkedIn, Twitter and integrated with Blog and I am happy with Week Of Twitters that I am creating … could be used as material for a new book
Office
- Created an office for Tiffany
Products
• Created & Delivered the Free Digital Clear Your Roadblocks Coaching GYM Program with Private Web Site to 70 prospective clients
• Created & Delivered The Clear Your Roadblocks One Day Workshop with Private Web Site
• Working on Delivering The Clear Your Roadblocks One Day Workshop on January 13th, 2010 in Mississauga, ON
• Thanks you Kim Black for all of your hard work over the summer to get these two site operational
Sales
• Marketing Activity staying in touch with Prospective Clients in Marketing Funnel
• Daily Sales Activity Tracking in place
• Monthly Sales Activity Calculator Tracking in place
Team
• Tiffany Mayrhofer joined Leading Advisor
• Continued a great working relationship with; Chris Barrow, Kim Black, Laura Reilly, Simon Parsons and Theresa Haigh
Training
• Audited the Pursuit Of Excellence and The Wall
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You