Menu Close

The Mindful Financial Advisor

Here’s an example of action steps to research, write and publish thought leading content that I talked about in last week’s vlog; How Do You Get Back To Social Media Marketing After You Fall Off The Wagon?

Here is one area of interest that Deanne my Virtual Assistant came up with when I asked her to research thought leading Financial Services Publications for thought leading content that we could write about.

As I was looking over these articles, it came to me to Google; Leading Advisor The Mindful Financial Advisor as I had an inkling that I may have already written a blog on this subject.

My inkling was correct.

The Mindful Financial Advisor

So this week I am getting a pass without writing or filming new content by just referencing other great articles.

Janea Dieno
Janea Dieno
Bright Rock Financial, Saskatoon SK
Read More
"After I get off of the phone call with Simon, I feel like I have my superwoman cape on, and I can do anything. It is very hard when you are an independent advisor, to find a mentor or a coach to help guide you through certain steps of your growth. Someone who can genuinely get to know you and your business, while helping you to not get caught up in your own head. To be in your corner to help you through the everyday challenges of the industry. Simon has been this coach for me. When I started with Simon, I was worried about where my business was going to go and taking it to the next level, I wasn’t necessarily thinking about shaping and coaching the team. Now, not only has Simon empowered me to have my superwoman cape on for my business but I can also go back and use the tools I learned to coach my team and to create more cohesiveness with them. Thank you, Simon, for being in my corner and guiding me to take my business to places I would not have done on my own."
Perry Green
Perry Green
Waddell And Associates, LLC, Memphis TN
Read More
" The best part about my work with Simon is that the assignments and practices he holds me accountable to do, as well as the one on one coaching call recordings that are given to me after the calls, stay with me day in and day out. Each time I review them I receive another nugget to apply to my current progress. With these resources on my desk, I can review them every so often and quickly understand where I need to adjust to continue to my next level of success. Although all the new skills I am learning will take time to make into a habit, the resources and coaching helps make perfect practice. Having a coach in my corner that has helped me apply the knowledge I already have of things I should be doing, but was not consistently, will help to yield some pretty big results."
Previous
Next