Celebrating a planning day ( Buffer Day in Dan Sullivanese ) at Leading Advisor with work on:
• Preparing for and completing a coaching call with my business coach Chris Barrow
• Preparing for this week’s coaching calls with my clients
• Preparing for and completing a meeting with my social media manager Liz Urichuk
• Preparing for and completing a meeting with Laura on COI / HNW prospect marketing
• ID’ing COI / HNW prospects that I will call this week
• Writing this week’s blogs
• Work on submitting the One Page Business Plan PowerPoint for accreditation under the new 2010 Advocis / CLU CE Accreditation Guidelines
• Staying organized while in the process of the above
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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