investment advisor business planning Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com Coaching, Speaking and Training for Financial and Investment Advisors Mon, 02 Apr 2012 14:10:53 +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 investment advisor business planning Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com 32 32 10 Quarterly Review Questions To Get You On Track https://labackup.vanislandweb.com/10-quarterly-review-questions-to-get-you-on-track/ Mon, 02 Apr 2012 14:10:53 +0000 https://leadingadvisor.com/?p=13724 What goals did you accomplish in the first quarter of 2012? Why are they significant? How do they make you feel? What didn’t you accomplish…

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]]> 3 Tips To Improve Your Seminar Feedback Forms & Quadruple Your Appointments https://labackup.vanislandweb.com/3-tips-to-improve-your-seminar-feedback-forms-quadruple-your-appointments/ Wed, 28 Mar 2012 11:00:08 +0000 https://leadingadvisor.com/?p=13538 I’m sure that you have a feedback form that is included with the seminars that you do. Our feedback form includes a number of questions…

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]]> Create Space To Realize A Bigger Vision & Goals https://labackup.vanislandweb.com/create-space-to-realize-a-bigger-vision-goals/ Tue, 06 Mar 2012 11:00:35 +0000 https://leadingadvisor.com/?p=13402 I’m always telling my clients that in order to create the space to realize their bigger vision and goals; they have to find a place…

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]]> Walking My Post Holiday Talk https://labackup.vanislandweb.com/walking-my-post-holiday-talk/ Mon, 13 Feb 2012 11:00:49 +0000 https://leadingadvisor.com/?p=13227 Today is our first official day back to work since January 25th after an extraordinary 10 day sailing holiday on a 50 foot Catamaran in…

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]]> Did You Take The Time To Have A Happy Old Year? https://labackup.vanislandweb.com/did-you-take-the-time-to-have-a-happy-old-year/ Mon, 02 Jan 2012 11:00:32 +0000 https://leadingadvisor.com/?p=12983 As a play on Happy New Year I’m asking this question; Did You Take The Time To Have A Happy Old Year? We all seem…

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]]> What Did You Do With Your Summer To Get Ready For September? https://labackup.vanislandweb.com/what-did-you-do-with-your-summer-to-get-ready-for-september/ Tue, 02 Aug 2011 13:00:51 +0000 https://leadingadvisor.com/?p=10496 We have just come off of a Staycation and it is safe to say that we have top marks for experiencing everything that is on…

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]]> Should You Do The Dessanomics Course If You Have Already Done The Money Trax Course? https://labackup.vanislandweb.com/should-you-do-the-dessanomics-course-if-you-have-already-done-the-money-trax-course/ Wed, 29 Jun 2011 13:00:22 +0000 https://leadingadvisor.com/?p=10102 This was a question from a client of mine and here is my reply based on their unique behavioural style and that they are building…

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]]> What Can You Learn From Sports Fans To Become A Fanatic About Your Business? https://labackup.vanislandweb.com/congratulations-to-the-vancouver-canucks-for-winning-the-stanley-cup/ Thu, 16 Jun 2011 13:00:46 +0000 https://leadingadvisor.com/?p=10133 Three cheers for The Vancouver Canucks on their 40th Anniversary for having an incredible season of hockey and going all the way to game seven…

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]]> Dear Vancouver Canucks https://labackup.vanislandweb.com/dear-vancouver-canucks-2/ Fri, 03 Jun 2011 13:18:18 +0000 https://leadingadvisor.com/?p=10043 Dear Vancouver Canucks, I’m doing my planning for June for: • Free Days & Times – Days & Times not working – time off •…

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]]> How Do I Deal With A Lack Of Commitment From My Team Members? https://labackup.vanislandweb.com/how-do-i-deal-with-a-lack-of-commitment-from-my-team-members/ Wed, 01 Jun 2011 13:00:40 +0000 https://leadingadvisor.com/?p=9990 The first thing to do is lead by example by having a vision, mission, objectives, strategies and action plans and one can do this by…

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