Investment Advisor Coach Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com Coaching, Speaking and Training for Financial and Investment Advisors Fri, 21 Sep 2012 10:00:32 +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 Coach Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com 32 32 B.C. Advisor Neil Menzies Adopts A Unique Succession Planning Role https://labackup.vanislandweb.com/b-c-advisor-neil-menzies-adopts-a-unique-succession-planning-role/ Fri, 21 Sep 2012 10:00:32 +0000 https://leadingadvisor.com/?p=14528     Here is an excerpt from the September edition of the Advocis Forum Magazine. In the article by Craig Harris, our client Neil Menzies…

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]]> Canadian Thanksgiving Is Just Around The Corner – Give Thanks Now! https://labackup.vanislandweb.com/canadian-thanksgiving-is-just-around-the-corner-give-thanks-now/ Thu, 20 Sep 2012 10:00:42 +0000 https://leadingadvisor.com/?p=14523 Seize the day now and block off the weekend so that you can get some time with zero commitments to recharge your batteries. Speak with…

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]]> You Cannot Be A Success If You See Yourself, Your Business & Investments In Your Business As A Burden https://labackup.vanislandweb.com/you-cannot-be-a-success-if-you-see-yourself-your-business-investments-in-your-business-as-a-burden/ Mon, 28 May 2012 10:00:19 +0000 https://leadingadvisor.com/?p=14006 Here is a copy of an e-mail that I sent to a prospective client that told me that they did not want to burden themselves…

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]]> Will Skype Add Value To Leading Advisor`s Coaching Process? https://labackup.vanislandweb.com/will-skype-add-value-to-leading-advisors-coaching-process/ Wed, 04 Apr 2012 11:00:34 +0000 https://leadingadvisor.com/?p=13651 I just finished a Skype call with my Virtual Assistant, Deanne McAndrews, as a test drive of Skype for our telephone coaching calls replacing the…

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]]> Did You Know We Write Ads For Office Space / Sharing Mutually Beneficial Relationships? https://labackup.vanislandweb.com/did-you-know-we-write-ads-for-office-space-sharing-mutually-beneficial-relationships/ Thu, 29 Mar 2012 11:00:13 +0000 https://leadingadvisor.com/?p=13491 A client asked me to write a draft ad as they are looking for a values based accountant, IIROC advisor or lawyer to lease brand…

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]]> A Brilliant Video To Explain WHY Clients Buy https://labackup.vanislandweb.com/a-brilliant-video-to-explain-why-clients-buy/ Mon, 05 Mar 2012 11:00:22 +0000 https://leadingadvisor.com/?p=13392 Michele Grassley Clarke, Executive Director of NAIFA-Iowa shared this brilliant video with me last week from Simon Sinek that clearly explains that your clients do…

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]]> Is Your Own Radio Show Really the Answer? https://labackup.vanislandweb.com/is-your-own-radio-show-really-the-answer/ Fri, 02 Mar 2012 11:00:30 +0000 https://leadingadvisor.com/?p=13369 One of my client’s is running their own radio show and this Is Your Own Radio Show Really the Answer? blog by Brandon Stuerke caught my…

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]]> Demonstrating By Example To Show How To Ask For A Referral https://labackup.vanislandweb.com/demonstrating-by-example-to-show-how-to-ask-for-a-referral/ Mon, 23 Jan 2012 11:00:01 +0000 https://leadingadvisor.com/?p=13086 I received the following excerpt of a message from one of my clients and I have included my reply as a demonstration of how to…

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]]> Working With A Coach Requires The Following Adult Behaviors https://labackup.vanislandweb.com/test-8/ Wed, 18 Jan 2012 11:00:16 +0000 https://leadingadvisor.com/?p=13071 Blocks out time to complete assignments in advance of their coaching call. Completes requested assignments on time. Replies to e-mails within a reasonable amount of…

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]]> How Do You Emotionalize Your Business? https://labackup.vanislandweb.com/how-do-you-emotionalize-your-business/ Tue, 30 Aug 2011 13:00:18 +0000 https://leadingadvisor.com/?p=10679 ( Laura and I are taking a break from August 31st and we will see you back here on September 6th … have a great…

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