How To Beat The Winter Advisor Blues

 

Dear Simon,

Thank you for the clarification.  That really helps.  I spent the afternoon listening to the coaching conversation recorded with you last week.

Thank you for everything you have been doing for/with me thus far.  I must tell you that this is a very good process for me and I am invigorated and excited.  

I have also given your name to a few people, one a financial planner and one a financial product wholesaler.  

All the best, hope it is not so cold where you are as it is here!!

Jane Doe

Hi Jane Doe,

Congratulations on the work that you are putting into the coaching and may it reward you 1000 fold.

Happy to receive the names of the advisor and the wholesaler for follow up.

My follow up could look like  …

Dear _____,

Jane Doe mentioned your name and thought that I may be of service to you as a business coach.

To get to know me, please click this link to look at the following coaching testimonials

Here is a link to understand the Clear Your Roadblocks Coaching Process that Jane Doe is working on

Please e-mail me back if you would like to have a complimentary conversation about how I can help you to meet and exceed your goals.

Kind regards,

Simon Reilly

Jane, looking forward to our next conversation.

Simon

 

The adult behaviors that one demonstrates will be exemplified by their clients in kind.

 

I’m feeling like I’ve got some additional peace of mind and the space to attract new ideas and opportunities after creating a new system. The increased number of financial advisor coaching clients using the One Page Business Plan has also increased my use of GoToMeeting. I’m finding that my day is starting by preparing for my coaching calls along with ever increasing extra time to schedule One Page Business Plan financial advisor coaching sessions using GoToMeeting. This, of course, takes more time.

In the later part of 2011 and in the beginning of 2012, I’ve been looking at ways to use delegation, systems and technology to save energy and time so that I am in a position to use my mind to attract ideas and opportunities versus doing routine but valuable tasks. We only have so much consciousness, energy and time. We’ve got to make a choice what we’re going to do with it.

So to save consciousness, energy and time I invested the best part of an hour last Friday morning with Deanne McAndrews, our Customer Service Virtual Assistant. I used Audio Acrobat to record a telephone conversation with Deanne while using GoToMeeting to visually show Deanne how to identify my next week coaching calls that are scheduled in Maximizer so that Deanne can then use LogMeIn to go into my computer and send out the GoToMeeting invitations on my behalf.

Now that I have more consciousness, energy and time, how about the formula for Deanne + Delegation + Systems + Technology + Team + Audio Acrobat + GoToMeeting + LogMeIn = just Space. Ahh.

Deanne + Delegation + Systems + Technology + Team + Audio Acrobat + GoToMeeting + LogMeIn … Cost mid 4 figures monthly.

Space … Priceless!

 

In previous years, I have done as many as 32 financial advisor speaking dates and with 8 financial advisor speaking dates confirmed, we are already up to 25% of our financial advisor speaking dates goal.

Laura and I are using DropBox to track the Tentative Speaking Dates as they come in so that we don’t overbook ourselves and we just ran into a situation this morning where we have two clients looking for the same date in March.

Here are the Tentative Speaking Dates from prospective financial advisor speaking clients that we have on our list:

1. March 1
2. March 15
3. March 28
4. April 17
5. April 19
6. April 21
7. April 24
8. April 25
9. April 26
10. May 15
11. May 16
12. May 17
13. May 18
14. May 22
15. Nov 6
16. Nov 7
17. Nov 20

If you are looking at having me speak at your next financial advisor conference, please give us your commitment as soon as possible.

 

The cover headline triggered the memory of a recent conversation that I had with a corporate communications specialist.

The corporate communications specialist was telling me that it was essential for big business and corporations to have a social media manager to monitor and respond to what’s being said about big business and corporations on social media.

“You have to know what people are saying about you online.”

But what if you don’t know what people are saying about you online?

Recently, I was told a story about an entrepreneur who didn’t have an online presence and their business dropped significantly because one unhappy customer expressed their dismay in their personal blog. In the absence of an online presence, the unhappy customer’s dismay became the only social media message about the entrepreneur’s company because of an absence of current posts on their website.

Past studies show that a satisfied customer will tell 2-3 people about their experience with your company. A dissatisfied consumer will share their dissatisfaction with 8-10 people and some will push that number to 20.

With social media, one dissatisfied customer could tell hundreds of thousands of people and put you out of business.

That’s if you don’t have a strong social media presence by way of a website that can include coaching testimonials and speaking testimonials with current posts by way of a blog or e-newsletter … you could call this social media 1.0. The next step is having a page on FaceBook, LinkedIn and Twitter which are included in social media 2.0 and participating in conversations on the big three of FaceBook, LinkedIn and Twitter are included in social media 3.0.

As an entrepreneur all you have to do is the first step of social media 1.0 having a website and quarterly blogs and an e-newsletter. Your commitment to these will guarantee that your posts will be the first that come up on search engines … not one post of an unhappy customer.

Having said this, it sounds like social media fear mongering doesn’t it? Meaning the reason to participate in social media is because an unhappy customer will write something negative about you. This is the absolute worst reason to be involved in social media.

The best thing about social media is it will help you to find your voice and in doing so, you will add value to others.

What you practice in private will be rewarded when posted in public.