It’s Monday afternoon and I’m packed and ready for my Tuesday flight to Toronto where I will acclimatize to the time zone change while working doing tele-coaching calls on Wednesday in advance of speaking at Advocis Toronto on Thursday morning.
Toronto’s trip also includes a meeting with a COI relating to financial advisor speaking, facilitating workshops and one on one coaching on a national level.
I’m flying home Thursday afternoon/evening and I’ll wrap up the week with tele-coaching on Friday.
We will be half way through 2009 on June 30th and we have already started to re-affirm our Objectives, Strategies and Actions for the second half of 2009 and I have completed a Giving Thanks List for the second quarter of 2009.
I’ll use the flight time to Toronto and back to work on the following;
- Advocis Toronto Power Point Presentation which is two hours – financial advisor speaking is like a box of chocolates and you never know how much time you are going to get
- A scheduling letter to my clients
- June E-Newsletter + Fiduciary Responsibility
- Learn Blackberry
- July Objectives, Strategies and Actions
- The Leading Advisor Live Workshop
Leading Advisor Giving Thanks List For The Second Quarter Of 2009
Vision, Projects, Schedule
- Vision is on track as evidenced by;
Computer/Technology
- BlackBerry Storm
Financial
- Yearly Accounting Completed
Marketing
- Completed IDA, Live Insurance, MFDA and MGA Data Base
- Created A New Referral Card
- Financial Advisor Speaking Testimonials Documented By Company
- Speaking Intake Form Follow Up Automation Underway
Articles
- Ghost Writer Hired
- Published at The Toronto IFB by Heather Slawner
- Published in Advisor.ca
- Published on Investment Executive TV
Blog
- Video Added To Blog
Power Point
- The Compassionate Advisor Completed
- The Six Degree Of Life Insurance Connection Completed
Social Networking
- Associated To Facebook & Twitter
Speaking
- We are presenting financial advisor speaking coast to coast – Advocis Victoria, BC March 28, 2009 and Advocis New Foundland Labrador, St. John’s, Newfoundland along with having completed the following dates.
Sponsorship
- We are in conversation with two national financial advisor companies that may hire us to complete national financial advisor speaking presentations, workshops and financial advisor coaching
Strategic Alliances
- Complete Web Cast with Duncan MacPherson of Pareto Systems
Product
- 1000 Curing The Unmet Needs Disease Books In Print
- New Web Based Coaching Call Client Preparation Form Created
Sales
- Sales Have Been Steady In This Economy
Team
- Assistant Job Description Completed, Hired And Office Completed
Training
- Integrated Spencer Johnson’s Peaks And Valleys
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
Speaking at a City Near You