Financial Advisor Business Coaching – Caring For A Cold & Focused Marketing

My first coaching call on Tuesday was working with a financial advisor client that specializes in group insurance who happens to have a bad cold.

I always send an e-mail follow up to my coaching calls and here it is.

Dear Client,

Thank you for today’s coaching call.

Here are my thoughts from the call;

• Give thanks on a daily basis in your journal for all areas of your business and personal life. Giving thanks is essential because the negative ego mind will find all kinds of ways to point out what is wrong when your defenses are down with a cold. Please see the “list of areas of business and personal life” in this blog.
• Give yourself permission to take the time to get better. Work shorter days.
• Watch inspirational videos
• Use the planning process that I talked about in this blog.
• Do only the life and death things this week
• Intend that you are going to take action next week
• While you are getting better;
o Write out the marketing and sale strategies that have worked for you in the past
o Sort your list of clients by their type of business and sent it to me so that we can discuss a niche marketing plan
o Go to Staples and buy a map of your area, a sheet of Coroplast, map flags and paste. Paste the map on the Coroplast and put the map flags in where your clients are located on the map so you can view the location of your clients from 35,000 feet. With this in mind, you can create a follow up appointment with your clients in concentrated areas and ask the following questions;
 What do you like best about working with our company?
 What do you receive from our company that you didn’t expect?
 What do we need to do to improve our service? ( If you need to take action to improve your service advise your client on the action that you are going to take and advise that it will be done in two weeks and have it completed in a week – under promise and over deliver.)
 If no service action is required …
 We are always working on ways to improve our marketing and we have come to realize that we have five clients within a 5 mile radius and including yourselves, we are working with client B, client C, client D and client E …
 Who else do you know in the area that would appreciate the same products and services that we offer you?

Thank you for the opportunity to be of service,

Simon