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Have You Set Your Intention?

So there I was at 9:15am CT, just minutes into my Tuesday morning 200km drive to Brandon, Manitoba from Winnipeg to speak at the Advocis WestMan Professional Development Day at 1:30pm having started my day with my daily meditation, to do list ready to go, fully focused with a brief stop at the Head Office of Investors Group and a meeting at Daystar Financial and now I am on the highway  and onto speak at Advocis WestMan …

I am fighting to keep my focus as I’m tired after waking up what for me was 3:30am PT. I’m trying to focus  so that I can gain as much as I can out of the 2 ½ hours of quiet driving ahead and I’m reviewing my list of current projects in my mind for insights about;

  • Blog & Vlog Writing Plan
  • CE Credits
  • Computer Upgrade
  • E-Newsletter June
  • Filing Reorganize
  • MDRT Speaking
  • Outlook Reorganize
  • Speaking Marketing Plan
  • Speaking Marketing Plan Road Trips
  • Video E-Mailing
  • Vision Reinvention Plan
  • Workshop Development

I’ve gone through everything and no insights are  coming to me.

I think to myself again that I want to use this time to gain as much as I can out of the 2 ½ hours of quiet driving ahead.

I ask myself want value can I add to what I am doing?

The phone rings and it is Laura and I share what I am doing.

“Have you set your intention for the number of prospective clients from the Advocis West Man audience that will want to have a conversation about coaching” asked Laura.

“Thanks and no I have not” I replied.

We use an Audience Response Form that includes a check box and a question;  ___ Yes! Please have Simon Reilly call me. I am ready to make changes to my business and I want to schedule a conversation with Simon.

Average sized financial advisor speaking audiences range from 25 – 150 except for the larger conferences  where the audiences can be from 500 – 1000 but most are around 50 and today’s WestMan audience was going to be around 40 financial advisors.

So when we ask the question that includes ” I am ready to make changes to my business” it screens out the conversations where financial advisors want to be my friend so the conversion ratio is low.

Experience tells me that one can expect about a 4% conversion rate.

Laura’s question caused me to remember to set an intention to attract 2 – 4 prospect conversations which is about a 3 – 5% conversion rate … and thank you Laura for reminding me … and like Barry’s financial advisor speaking testimonial from today;

“Clear, concise and to the point on how to build business – a roadmap to success” – Barry Twerdun, President ( 2010 ) Advocis WestMan, Premier Financial, Brandon, MB.

I received 3  – Yes! Please have Simon Reilly call me. I am ready to make changes to my business and I want to schedule a conversation with Simon which is just shy of an 8% conversion rate.

It is 6:15pm on Tuesday night and I am at The Keg in Winnipeg for my first sit down  meal since Sunday evening  while writing this blog at the same time so thanks for the dinner conversation.

WHAT you might be thinking! You are working while you are eating!?! Yes … A side benefit of blogging and eating is I chew my food more.

I’ll invest the evening in creating a video called What Makes A Great Financial Advisor Conference?