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Here’s Our List Of What We Have To Give Thanks For January – June 2011

Simon Reilly

Giving thanks follows the notion of what gets measured, gets done and improved.

Personal

  • A Loving Relationship
  • Booked 10 Day British Virgin Islands Catamaran Sailing Holiday For January 2012
  • Booked A Weekend Yoga Retreat On Salt Spring Island At The End Of July – this is for one of two Staycation weeks at the end of July and August
  • Celebrated 5th Anniversary Of Move To Parksville – that is a picture looking North East from Parksville
  • Going To Yoga 3 – 4 Times Per Week & Lost 13 Pounds & Dropped One Pant Size – the picture is of me doing a handstand at a Yoga Retreat
  • Hanging Baskets Purchased
  • Laura I Went To Nuevo, Mexico For A 1 Week Holiday In April
  • New Suits Purchased – Letterman is still wearing three button suits, but they tell me that two buttons have been in style for a while so I must update the financial advisor speaking uniform
  • Reading Fiction Books Again & Titles Include; Any Known Blood, The Book Of Negroes, The Outlander, The Shadow Of The Wind

Vision & Planning

  • Using The One Page Business Plan To Help To Create The Following …

Computer

  • HP Laptop c/w Windows 7 Purchased
  • Research Ongoing For Tablet PC
  • Using DropBox
  • Using GoToMeeting For One On One Telephone Coaching & One Page Business Plan Webinars

Financial

  • 2011 Budget Updated
  • 2011 / 2012 Prices Calculated
  • Monthly Budget Cash Flows completed & combined with implementation & execution of Sales Activity Calculator

Marketing; Advertising, CRM, Direct Mail, Referrals, Speaking

  • 14 Financial Advisor Speaking Presentations Completed for Advocis, Edward Jones, Independent Financial Brokers Summit and Pro-Seminars
  • 7 Financial Advisor Speaking Presentations Booked For Second Half Of 2011
  • Large Canadian Corporate Speaking Clients Secured
  • Large USA Corporate Speaking Client Qualification Process Well Underway
  • Maximizer Upgrade To Enterprise Version
  • Referral Process Improved With Our Clients & More Referrals Come In

Social Media 1.0; Article, Blog, Book, E-Newsletter, Show Reel, Website

  • 2000 – Curing The Unmet Needs Disease Books Published
  • 1893 – Blogs Published
  • 79 – E-Newsletters Published
  • 1899 – E-Newsletter Readers
  • Upgrading From A-Weber To New E-Newsletter Software

Social Media 2.0; FaceBook, LinkedIn, Twitter, YouTube

  • Invited To Present On BrightTALK & Thought Leadership Live
  • Invited To Present On SeminarStreams
  • Social Media Plan Written & In Action Working With Social Media Virtual Assistant Liz Urichuk
  • Made the Top 5 and the #2 Spot in Advisor.ca’s Name That Visionary Contest
  • 36 – FaceBook Fans On FanPage – due to financial advisor profession compliance rules, this demonstrates that financial advisors are reluctant to use FaceBook
  • 374 – LinkedIn Connections
  • 180 – Twitter Followers
  • 84 – Twitter Following

Office

  • New Shelving Installed

Product

  • 27 Financial Advisor One Page Business Plans Completed
  • Client Retention Increase Significantly
  • One Page Business Plan Power Point created and delivered multiple times
  • One Page Business Plan Power Point Submitted To Advocis / CLU For CE Accreditation
  • One Page Business Plan Webinar created and delivered multiple times
  • Practice Management Deliverables Identified For; Articles, Audio Blogs, Blogs, Coaching Program, E-Newsletter, Offers, Vlogs, Web Upgrades

Customer Service

  • Client Welcome Package Improved With Practice Management Assessments

Sales

  • Sales up 44% Over 2010

Team

  • Working with three Expert Virtual Assistants / Consultants In The Areas Of; Administration/ Marketing, Social Media & Website – instead of on-site assistant

Training

  • OBM Academy Social Media Strategy and Management Training
  • Received Senior One Page Business Plan Consultant Designation.

Free One Page Business Plan Webinars September 9 & 28th – Register Now!

Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinars and the One Page Business Plan(TM) Webinars!

“If you don’t get the words right, you might build the wrong business and may never get the numbers right.”

The dates for the One Page Business Plan(TM) Free Webinars are:

  • Friday, September 9th at 11:15am EDT
  • Wednesday, September 28th at 12:30pm EDT


Who should attend?

  • Do you have too many scattered ideas?
  • Do you need to focus on a few?
  • Do you need to jumpstart your business right now?
  • Do you have no time or interest in writing a 50 page business plan?
  • Do you need to determine if you’re focusing on the right things?
  • Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan(TM) – a powerful tool for building and managing a business. It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way! I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan(TM).

To Register for the One Page Business Plan(TM) Free Webinars:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

  • Friday, September 9th at 11:15am EDT
  • Wednesday, September 28th at 12:30pm EDT
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