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Live Practice Visits ~ Jul – Dec 2009 Vision From 35,000 Feet & The Tarmac

tarmacMy 12 noon Tuesday, June 16th PT flight left on time from Comox, BC for Toronto via Calgary and it is now 5pm MT and my 4pm MT flight is leaving Calgary an hour late because the Calgary airport was shut down due to lightening.

We landed at 2:25 MT in Calgary and we sat on the tarmac for over an hour waiting for the lightening to pass.

Most people would see this as a problem and I see it as an opportunity to invest the time into the projects that I have been working on.

You have heard the Hebrew proverb; “Some people make things happen, some watch things happen, while others wonder what has happened”.

Chris Barrow shared his belief about this as it relates to this economy;

  • 10% make things happen
  • 80% watch things happen
  • 10% wonder what happened

Having said this, 90% of financial advisors are sitting on the sidelines waiting for something to happen.

I’m committed to dealing with the 10% of financial advisors that make things happen.

So having said this, 10% of financial advisors will get better and 90% of financial advisors risk disappearing and I shudder to think about the clients that they deal with.

I had an idea from 35,000 feet to increase our value proposition by including one to two live on site one day practice visits per year and increase our fee along with the value proposition.

I’m already flying across Canada back and forth and it will be easy to stop and do live on site one day practice visits with a select few of my clients along the way.

The increased monthly fee for my clients will be no more than $300.00 per month.

The live on site one day practice visits would coincide with the live financial advisor speaking dates that I offer.

I’m looking forward to developing the above in the Objectives, Strategies and Actions for July – December 2009.

Come to think of it, the live on site one day practice visits have been happening off and on for years and I do them when I am asked for them.

It is time that I formalize them.

Its 4pm ET in Toronto on Wednesday and I have three West Coast clients to do coaching calls for, then a late dinner and then off to bed for an early morning meeting with a COI in advance of speaking at Advocis Toronto and then pack and off to the airport for a 3pm ET flight home.

Friday brings a full day of one on one tele-coaching and I’m on the road on Saturday to do a live on site three day practice visit in Kelowna, BC.