Sellf Promotion Or Client Confirmation?

Sellf promotion is not a typo as I’ve done this on purpose to draw your attention to the purpose of my writing this blog.

Is what I am about to write at the bottom of this blog absorbed with myself or am I sharing with my clients?

In my mind I’m sharing with my clients to demonstrate that I am walking my talk, using the same systems that I am suggesting, demonstrating results, being authentic & transparent and drinking the Kool-Aid.

We are very busy because of a combination of things that include a growing Canadian economy and we are approaching 5 years to being 101% committed to working in the financial advisor and investment advisor niche. Sidebar – I can remember asking Nelson Deslippe to hold me accountable to the public commitment that I made to him about working exclusively in the financial advisor and investment advisor niche … and I have had a few false starts along the way.

I’ve been working with financial advisors and investment advisors as far back as 1990, but I was only dabbling.

Dabbling because while I was working with financial advisors and investment advisors, I was working with clients that were; coaches, cosmetic sales people, crane importers, developers, fine writing instrument retailers, Hollywood stars, IT business owners, photographers, publishers, realtors, real estate office managers, real estate office owners, salmon farmers and sign manufacturers … can you see the things that these clients have in common. Yes they are all entrepreneurs and they all needed help with clearing their roadblocks and the challenge for me was trying to be all things to all people.

So with a 5 year commitment to the financial advisor and investment advisor niche approaching with the anniversary of Laura and I moving to Parksville on Vancouver Island on January 19, 2006, I am wondering what I can quit as I am working Sunday.

So I started 8am Sunday morning after an excellent Friday night & Saturday off, well mostly … Pirate Radio DVD Friday night, 10am sleep in on Saturday morning, followed by a trip to Costco, home odds and ends, fantastic dinner by Laura and Georgia O’Keefe DVD … neither movie really grabbed me.

With a short week last week of back to back coaching calls and an off Staycation week the week before I’m giving myself permission to work today to get back on top of my game even though next week has a few Buffer Days.

Steps;

1. Emptying My Mind
2. ID Projects for week
3. Acknowledgment List

Having done all of the above I am feeling inspired and ready to go.

Emptying My Mind

You are welcome to link to the Empty My Mind article that I wrote on this back on March 19, 2010. I am working on a new system called iOrganized and plan to write an article called “Are You iOrganized Or iOverwhelmed?”

Projects List 

• Cycle, lifecycle, meditation, vitamins and yoga
• Maintain big vision
• Empty my mind
• Projects list
• Acknowledgement list
• Block out buffer days
• Time block projects
• Learn Evernote
• Write blogs for week
• Review appointments for week and prep
• Prepare for my coaching call with Chris Barrow
• Focus on extreme client care and retention
• Complete coaching call e-mails from last week
• Prepare for my live two hour coaching sessions with Desjardins in Victoria
• Track coaching call e-mails that can become templates
• Review prospect call notes from Laura and Tiffany
• Get assistance with Windows 7 loose ends
• Prepare for Laura planning meeting
• Prepare for powerpoint for Hub Days in October
• Follow up with HNW prospects
• One Page Business Plan Certification Strong Start Tele-Class
• Advisor.ca visionary marketing

 B’s

•  Maintain projects lists
•  Write Are You iOrganized Or iOverwhelmed?
• Complete 2011 budget
• Complete website update
• Complete website, products and enrolment system
• Implement iOrganize c/w Data Management, Evernote & Scanner
• FaceBook
• Suit to tailor
• Complete E-Newsletter

Acknowledgement List

• Feeling very busy, confident and focused
• Strong start for first 4 day week in September
• Projects list updates
• Conscious decision not to attend NAIFA in Seattle – we are too busy
• Delegation tracked in Evernote
• Successfully dealt with power maintenance outage on Thursday
• Attended One Page Business Plan Certification Strong Start Tele-Class
• Client calls for week went extremely well
• Excellent group coaching call with Desjardins in Victoria
• Client retention report complete and going well
• Hiring system created for client
• Fantastic interview with client that has 50,000 clients
• Follow up with client that has thousands of advisors
• Prospect call booked with a client that has an $800,000,000 book
• Sale created with Merrill Lynch client in USA
• Laura and Tiffany are now qualifying prospective clients with questions
• Great calls with Bob Gignac and Matt Anderson
• Strong cycling and yoga
• Costco
• Home maintenance
• Clothing inventory complete and new clothing for order ID’ed
• Happy birthday wishes to good friends
• Time off on Saturday with Laura
• Empty mind for week and this acknowledgement
• Thinking of what can I delegate or quit