business building Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com Coaching, Speaking and Training for Financial and Investment Advisors Tue, 06 Oct 2009 12:00:20 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://labackup.vanislandweb.com/wp-content/uploads/2019/08/icon.fw_-150x150.png business building Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com 32 32 Accelerate Your Healing https://labackup.vanislandweb.com/accelerate-your-healing/ Tue, 06 Oct 2009 12:00:20 +0000 https://leadingadvisor.com/?p=5061 I’ve had the odd client with the flu over the course of the past five weeks. Not sure if it is the H1 N1. I remind them that…

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]]> Getting Over Your August Appointment Setting Roadblock https://labackup.vanislandweb.com/getting-over-your-august-telephone-calling-roadblock/ Thu, 30 Jul 2009 12:00:44 +0000 https://leadingadvisor.com/?p=4840 John, It’s Simon from XYZ Financial and I know you are probably busy with the summer … we have been in touch about building your…

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]]> Referrals Revisited https://labackup.vanislandweb.com/referrals-revisited/ Wed, 08 Jul 2009 12:00:14 +0000 https://leadingadvisor.com/?p=4695 I grew up in a household that believed in taking care of what matters … I believe I have a fiduciary responsibility to help my…

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]]> What Killed The First Half Of The Year? https://labackup.vanislandweb.com/what-killed-the-first-half-of-the-year/ Mon, 06 Jul 2009 12:00:14 +0000 https://leadingadvisor.com/?p=4685 What will allow the second half of the year to triumph? There are many financial advisors that are full of belief, drive and success but…

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]]> Do Versus Teach https://labackup.vanislandweb.com/do-versus-teach/ Wed, 24 Jun 2009 12:00:41 +0000 https://leadingadvisor.com/?p=4652 At the Kelowna airport at 5:15pm PT on Wednesday awaiting an 8:35pm flight to Nanaimo via Vancouver. Feel ing thankful as the live financial advisor…

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]]> Live On Site Financial Advisor Coaching Practice Visit Agenda https://labackup.vanislandweb.com/live-on-site-financial-advisor-coaching-practice-visit-agenda/ Mon, 22 Jun 2009 12:00:03 +0000 https://leadingadvisor.com/?p=4637 I’m facilitating a Live On Site Financial Advisor Coaching Practice Visit and here is the agenda Agenda SWOT Vision, Purpose, Mission Vision – 1 Year,…

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]]> Live Practice Visits ~ Jul – Dec 2009 Vision From 35,000 Feet & The Tarmac https://labackup.vanislandweb.com/live-practice-visits-jul-dec-2009-vision-from-35000-feet-the-tarmac/ Thu, 18 Jun 2009 10:04:46 +0000 https://leadingadvisor.com/?p=4620 My 12 noon Tuesday, June 16th PT flight left on time from Comox, BC for Toronto via Calgary and it is now 5pm MT and…

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]]> Financial Planner Business Building Solutions – Life After The Financial Crisis https://labackup.vanislandweb.com/financial-planner-business-building-solutions-life-after-the-financial-crisis/ Mon, 27 Oct 2008 02:56:37 +0000 https://leadingadvisor.com/?p=2944 As I approach the completion of the combined projects of the new book, tradeshow booth and web site I’m looking forward to things getting back…

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]]> Financial Advisor Business Building Solutions https://labackup.vanislandweb.com/financial-advisor-business-building-solutions/ Sat, 25 Oct 2008 02:54:30 +0000 https://leadingadvisor.com/?p=2942 WARNING: Curing The Unmet Needs Disease is generally well tolerated and can be read at any time during the day or night, with or without…

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