Giving Thanks Mid Way Through 2008

As a firm believer in measuring ones progress and giving thanks it is important to invest the time to review all the areas of your business and give thanks as we are mid way through the year.

As an example, you can read what we have to give thanks for at Leading Advisor as you continue reading.

Use the following categories to stimulate your thinking; Vision, Planning, Administration, Computers & Systems, Customer Service, Financial, Marketing, Office, Products, Sales, Team and Training. When you have completed your list write down how this makes you Feel; Committed, Courageous, Happy, Excited, Engaged, Enthusiastic Fulfilled and Inspired.

To take this to the next step, think of all of the members of your team and make a list of all your team’s experience, skills, strengths and talents. How do these make you feel?

As a final step you could do a team meeting and share your insights about the first half of 2008 and your insights about your team.

I believe that this will create a strong foundation for the next half of 2008.

June 30th – July 4th is Book Week so I will not be writing my daily Blog between June 30th – July 4th as I’ve loads of editing to review from my Book Editor … so I may blog for fun and inspiration to talk to myself as I sometimes do while in the midst of a project.

Leading Advisor’s Giving Thanks List Mid Way Through 2008

Vision

• On track including Coaching, Speaking and Writing.

Computer

• MS Exchange installed to allow for Integrated E-Mail with desktops and laptop computers while on the road

Customer Service

• Coaching Call Recoding added via Audio Acrobat
• Live One On One Planning Sessions added

Financial

• Laura is Managing Expenses, Income and Taxes.
• New Bookkeeper hired
• Taxes are Filed and Paid.

Marketing

• Featured as Coach Of The Week on The Elite Advisor
• The Clear Advisor Brand Statement completed
• Invitation for an Interview in The Insurance Journal
• Invitation to Speak at The Advocis School
• Invitation to Write Monthly Articles in Advisor.ca
• Monthly E-Newsletter published since December 2004
• New Photos by Jo-Anne McArthur
• Outstanding Speaking Testimonials from Canada Life and The Independent Financial Brokers Summit
• Speaking Folio improved with Speaking Marketing Page
• Surpassed 1100 Blogs since February 2005
• Two Camera Shoot complete to upgrade Showreel
• Website Upgrades; Coaching Testimonials, Removing Your Roadblocks Booklet & Audio/PowerPoint, Showreel, Speaking Marketing Page and Speaking Testimonials
• We received great Client Testimonials

Products

• Draft of The Cure For The Unmet Needs Disease book completed
• Editor Hired for my book called The Cure For The Unmet Needs Disease
• How To Thrive In A Recession PowerPoint & Speaking Presentation completed
• How To Thrive In A Recession Booklet in production
• No Bull Marketing™ PowerPoint & Speaking Presentation draft completed
• Removing Your Roadblocks Booklet & Audio/PowerPoint completed
• Sales Page created for The Circuit

Team

• We are fortunate to have the dedication and continued support from;
• Chris Barrow who is our business coach extraordinaire
• Bill Bishop for his assistance with solidifying our brand
• Kim Black who built and builds our audio/powerpoints, blog, e-newsletter, PDF sales pages, showreel and website and who continues to provide us with ideas and inspiration about marketing combined with technology
• Linda Dessau who is editing The Cure For The Unmet Needs Disease book
• Christina Greenway & Amanda Nicholas who are our Virtual Assistants and look after things that include editing, prospect follow up, research, transcriptions, typesetting and web page updates
• Theresa Haigh who is doing an excellent job of our bookkeeping
• Simon Parsons who looks after our computers and computer backups
• Laura Reilly who I am blessed to be in love with and to be successful with in both our business and personal lives