business strategy Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com Coaching, Speaking and Training for Financial and Investment Advisors Fri, 16 Oct 2009 12:00:38 +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 strategy Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com 32 32 The Dash! A New Comedy By Simon Reilly https://labackup.vanislandweb.com/the-dash-a-new-comedy-by-simon-reilly/ Fri, 16 Oct 2009 12:00:38 +0000 https://leadingadvisor.com/?p=5492 It’s Wednesday, October 14, 2009 and I’m in Trail, BC having completed my speaking presentation for the Advocis Kootenay Chapter. Thank you Jennifer Cook, the…

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]]> Two New Financial Advisor Speaking Presentations https://labackup.vanislandweb.com/two-new-financial-advisor-speaking-presentations/ Thu, 08 Oct 2009 12:00:02 +0000 https://leadingadvisor.com/?p=5362 Breakthrough! – How To Breakthrough “The Plateauing Out Syndrome”! •           Have you managed to maintain the same levels of production in “The New Normal”? •          …

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]]> 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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]]> 39 Blocked https://labackup.vanislandweb.com/39-blocked/ Mon, 14 Sep 2009 12:00:17 +0000 https://leadingadvisor.com/?p=5082 A car is picking me up for the airport and I will be traveling until 8pm ET today to North Bay, Ontario so e-mail will…

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]]> The Weekly Work Out Log https://labackup.vanislandweb.com/the-weekly-work-out-log/ Tue, 04 Aug 2009 13:21:22 +0000 https://leadingadvisor.com/?p=4865 We are working with a private group of financial advisors through The Clear Your Roadblocks One Day Workshop and The Clear Your Roadblocks Coaching GYM…

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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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]]> Letter Of Engagement https://labackup.vanislandweb.com/letter-of-engagement/ Mon, 20 Jul 2009 12:00:17 +0000 https://leadingadvisor.com/?p=4703 This economy is creating the need to create a clear letter of engagement. In the days of milk and honey one could comfortably go forward…

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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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