financial planner marketing Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com Coaching, Speaking and Training for Financial and Investment Advisors Wed, 30 Sep 2009 13:22:44 +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 financial planner marketing Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com 32 32 False Expectations Appearing Real https://labackup.vanislandweb.com/false-expectations-appearing-real/ Wed, 30 Sep 2009 13:22:44 +0000 https://leadingadvisor.com/?p=5311 You have no doubt heard this example of an acronym for FEAR; F alse E xpectations A ppearing R eal As long as you give…

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]]> The 34 Step Marketing Funnel – Revisited September 2009 https://labackup.vanislandweb.com/the-34-step-marketing-funnel-revisited-september-2009/ Wed, 23 Sep 2009 13:05:48 +0000 https://leadingadvisor.com/?p=5285 With the DNC List Legislation (Do Not Call List ), we all have to think of more creative ways to eliminate cold calls while working…

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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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]]> Time Management Re-Visited Part 1 https://labackup.vanislandweb.com/time-management-re-visited-part-1/ Thu, 13 Aug 2009 12:00:03 +0000 https://leadingadvisor.com/?p=4907 13 Simple Steps to Time Management – Part 1 1. What are your beliefs about time? Are you saying? I don’t have enough time There…

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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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]]> Working Weekend Confession https://labackup.vanislandweb.com/working-weekend-confession/ Sat, 11 Jul 2009 16:30:31 +0000 https://leadingadvisor.com/?p=4735 It’s Saturday morning and I’m confessing that I’m likely going to be working Saturday and Sunday mornings/early afternoons and I’m just taking a moment to…

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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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]]> Niche Marketing, Referrals, Testimonials With A Branding Spin https://labackup.vanislandweb.com/asking-for-a-referral-a-testimonial-with-a-branding-spin/ Thu, 25 Jun 2009 12:00:19 +0000 https://leadingadvisor.com/?p=4662 Make a list of your best clients based on; you like them, they have a strong association or business/corporate network Ask them; What do you…

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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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