marketing plan development Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com Coaching, Speaking and Training for Financial and Investment Advisors Wed, 23 Sep 2009 13:05:48 +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 marketing plan development Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com 32 32 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…

The post The 34 Step Marketing Funnel – Revisited September 2009 appeared first on Leading Advisor - Simon Reilly.

]]> 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…

The post Getting Over Your August Appointment Setting Roadblock appeared first on Leading Advisor - Simon Reilly.

]]> 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…

The post Referrals Revisited appeared first on Leading Advisor - Simon Reilly.

]]> 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…

The post Niche Marketing, Referrals, Testimonials With A Branding Spin appeared first on Leading Advisor - Simon Reilly.

]]> 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…

The post Do Versus Teach appeared first on Leading Advisor - Simon Reilly.

]]> 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,…

The post Live On Site Financial Advisor Coaching Practice Visit Agenda appeared first on Leading Advisor - Simon Reilly.

]]> 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…

The post Live Practice Visits ~ Jul – Dec 2009 Vision From 35,000 Feet & The Tarmac appeared first on Leading Advisor - Simon Reilly.

]]>