Make Rules Versus Looking For Rules

Financial planners must remain compliant following rules relating to investment and life insurance products that are set out by a number of regulatory bodies.

While this serves their clients, the financial planner may become hypnotized looking for rules and when it comes time to write their vision and business plan for 2009, they have to make decisions about creating their own rules for their 2009 vision and business plan.

There is an expression that you are either living your vision or living someone else’s.

One rule that can help you to have a restful holiday season is to list all of your incomplete client tasks and projects and beside each one write down the action that you must take before December 19^th. This will allow you to take the time for some well deserved rest until January 5^th.

Another thought I have is forget the do not call list rule. I’m not a fan of cold calls so why bother.

Understand that the consultative financial planner identifies a niche where they can solve a problem.  They can communicate their message to the niche via an e-newsletter that reaches across regions and provinces with the intention of the reader in the niche to call the financial planner.

Today’s successful financial planner needs to break their rules about doing business across regions and provinces and view their business from 35,000 feet and get used to the idea that they may have to travel out of their region or province to attract more business that is within their niche.

Our business didn’t take off until we got that we had to break the rules and get out of our region and province … click here for our 2009 financial planner speaking schedule. Funny … they say that you have to leave town to get famous and note that we don’t have one financial planner speaking presentation booked in British Columbia for 2009 … yet!

Hats off to our webmaster Barry Ochsner of 1Cat.biz who just enhanced or Financial Planner Speaking Web Page!