Financial Planner Coaching Client Quarterly Review

I often advise my financial planner coaching clients to take a time out and review their vision and plans going forward.

Wednesday morning was invested in taking a time out with all my financial planner coaching client files.

Here is an edited e-mail that I sent out to one of my financial planner coaching clients.

Dear Financial Planner Coaching Client,

In advance of Friday’s call I sat down and reviewed your file and I have the following thoughts and requests.

We are working on three different things;

• Strengthening you personal foundation
• Improving your business foundation and personal sales
• Creating a foundation for agents

Strengthening you personal foundation

• Congratulations on the success of your improved relationship with your assistant.
• I believe we have more work to do on clearing the unmet need of Respect. 
• Please send a copy of the Clean Sweep Assignment (attached).
• Please send me a copy of the story that relates back to the unmet need of Respect. 
• Please send a copy of the clearing processes that you have completed.

Improving your business foundation and personal sales

• I believe we should concentrate on building your vision and business plan for your business foundation and personal sales for 2009.  This will give you a foundation to grow the agency business that you want.  You must have a solid foundation in order to go forward or all you will have is a bunch of disjointed plans and actions that are driven by the unmet need of Respect.
• Please complete the Strong Start 2009 assignment along with the Budget Cash Flow.  I have attached an edited version of the article that is going in Advisor.ca.
• Let’s continue to talk marketing / direct mail letters / seminar strategies towards the niche markets that you can personally sell group insurance to.  Again, it is all about foundation to demonstrate to the agents that you serve.  We must build one McDonald’s Franchise and that is yours.  To this end;
• List all the things that you would consider to be a concierge service that you do over and above for the clients that you serve

Creating a foundation for agents

We have identified that the best way to market to the agents is to create a letter from the following resources;

• List all the things that you would consider to be a concierge service that you do over and above for the clients that you serve.
• List all the things that the agents are having trouble with in working with other companies
• List all the things that you do for agents

This is a demonstration of what I want for you in your business and it also demonstrates that one has to take a time out to get quiet to get clear on their focus on going forward.  The definition of insanity is doing the same thing over and over again.  This e-mail demonstrates the things that are required and I look forward to supporting you to go to the next level.

Looking forward to Friday’s call.

Simon