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Nearly Half Way Through 2009

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 

Blog 

  • Video Added To Blog 

Power Point 

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 

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