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It’s Saturday, June 18th and I’m in Albuquerque, New Mexico after Facilitating a Strategic Planning / Membership Workshop with the Board of NAIFA New Mexico on June 16th and Speaking at the NAIFA New Mexico State Conference of June 17th. Thank you NAIFA New Mexico! I’m flying home this afternoon and I’ll be home on Vancouver Island until August.
Here is what the Board of NAIFA New Mexico had to say about the Strategic Planning / Membership Workshop:
“Good engagement, I think Simon helped the board focus and streamline how to really get membership going,” “The energy and the connection with Simon helped me to analyze each level of my relationships allowing me to put myself first,” “Very thought-provoking presentation that brought serious weakness out into the open to create serious paradigm shifts with recruiting and membership,” “The writing out of my values and beliefs made me realize characteristics about myself that I had never thought of, these ideas will help me to grow membership by asking better questions of membership prospects instead of instilling fear in them,” “The core values and beliefs information was very interesting, not only to me personally but also as it applies to our NAIFA Chapter,” “Re-inspired me to write a business plan incorporating my values and beliefs,” “Helped me to identify and define my values and understand that my values create freedom versus fear,” “Very open, informative and thoughtful about how to best think things through and solve a problem or roadblock in your business.”
I’m presenting a Workshop called Inspire Your Business In Any Economy Or Market at the NAIFA National Performance + Purpose Event Las Vegas September 17 – 19, 2016. By the way, the Strategic Planning / Membership Workshop that I Facilitated for the NAIFA New Mexico Board had components of Inspire Your Business In Any Economy Or Market Workshop.
Tara Laptew from NAIFA has invited me to produce a short video to promote the Workshop and rather than winging the video, I have written the following script:
Simon Reilly here with Leading Advisor.
This is an invitation and an overview of my workshop presentation called Inspire Your Business In Any Economy Or Market that I will be delivering at the NAIFA National Performance + Purpose Event in Las Vegas on September 17 – 19, 2016.
Remember when business was easy and all you had to do was have a written vision, business plan, time management plan, delegation and team plan, and a marketing plan?
In 2016, it isn’t enough just to deal with vision, business plan, time management, delegation, team and marketing. Now you have got to find a way to inspire yourself with the changes brought on by the economy, the election and regulation, because the only thing constant is change.
In days ahead, the world is going to constantly change, so what you have to learn to do is to constantly change your mind about the world and the value that you bring to the world.
To bring value to the world you must know your values and the positive feelings, beliefs, and the results that will be attracted in kind – your value proposition.
The systems that helped you create your previous levels of success will not create and sustain the next level of success because the world will continue to change on every level.
Here is what we are going to do in the Inspire Your Business In Any Economy Or Market Workshop.
You are going to walk away with a values-based, goal setting formula that will reignite your positive feelings and beliefs about the business.
The way we are going to do this is, I am going to ask you to shout out the answers to the following questions and we are going to record your answers on flip charts;
- What Are The 3 Biggest Improvements That You Want To Make To Your Business?
- What Are The 3 Biggest Roadblocks That You Are Facing In Your Business?
- What Are The Values That Are Required To Maintain Sustainable Success Today?
- What Are Feelings That Are Required To Maintain Sustainable Success Today?
- What Are Beliefs That Are Required To Maintain Sustainable Success Today?
Then I’m going to ask you to think of a time in your business when you worked really hard in your business and you created a huge success.
You are going to then choose a partner and tell them your successful story.
The next step is, I am going to show you how to rediscover your values-based, goal setting formula that will reignite your positive feelings and beliefs about the business.
There is going to be fun, shout outs, stories, values, feelings, beliefs, goal setting formulas combined with handouts.
You are going to walk away with a values-based, goal setting formula that will reignite your positive feelings and beliefs about the business.
I’m looking forward to working with you at the Inspire Your Business In Any Economy Or Market Workshop at NAIFA National Performance + Purpose in Las Vegas on September 17 – 19, 2016.
Inspire Your Business In Any Economy Or Market
When was the last time you took steps to Re-inspire Your Business?
The Financial Services Industry will continue to change. To continue to evolve in a changing world, one must not seek to change the world, but to change their mind about the world, and to do this one must understand how to re-inspire themselves and their business. The systems of the past will not get one to where they want to go in the future.
Leading Advisor offers a unique approach to you and your business. 90% of success and failure are about understanding WHY we do what we do and 10% of success and failure are about understanding HOW and WHAT to do. That said, you can get the HOW and WHAT to do strategies for vision, planning, time management, delegation, recruiting, and hiring for free online. We help advisors and managers understand the WHY/their Values; the HOW and WHAT to do then fall into alignment.
Since 1997 Simon Reilly of Leading Advisor has been working with Financial Services Professionals going beyond the mechanics of success. Leading Advisor’s coaching program pulls back the curtain and clients learn what holds back their greatest potential. Simon mentors clients to inspire themselves, thus transforming their businesses creating fulfilling, rewarding, and sustainable success. Simon is a 2 x MDRT, 2 x TEDx and NAIFA National and State Speaker.
International Values and Behavioral Analyst, Business Coach, Speaker and Author
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