Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
Prepare a plan for their next 90-day focus.
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
Complete an “annual roadmap,” which is a time planning tool from Cotton Systems. Ernie and Jan planned their free time first and set aside time for administration, business planning and effective revenue-generating days.
Prepare a plan for their next 90-day focus.
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
Complete an “annual roadmap,” which is a time planning tool from Cotton Systems. Ernie and Jan planned their free time first and set aside time for administration, business planning and effective revenue-generating days.
Prepare a plan for their next 90-day focus.
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
Complete an “annual roadmap,” which is a time planning tool from Cotton Systems. Ernie and Jan planned their free time first and set aside time for administration, business planning and effective revenue-generating days.
Prepare a plan for their next 90-day focus.
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
He felt like “every other advisor” out there, even though he knew he had a unique value proposition.
He had too many things on his “to do” list.
He was being stretched too thin.
Today, Ernie ranks himself as a “2” on the Tizzy scale. While the economic environment is causing many advisors to feel like they are in a “Tizzy,” Ernie is enjoying freedom.
Through working with our coach, Ernie and his business partner and wife, Jan, stepped back from the business, and developed a business plan that was congruent with their life plan. The coach helped them gain clarity about their life vision and then developed a business plan that fit this vision. Some of Ernie and Jan’s critical success factors and actions to implement were the following:
Complete an “annual roadmap,” which is a time planning tool from Cotton Systems. Ernie and Jan planned their free time first and set aside time for administration, business planning and effective revenue-generating days.
Prepare a plan for their next 90-day focus.
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
His telemarketer was booking several initial appointments for him with new prospective clients, but he wasn’t converting enough of those prospects to clients.
He felt like “every other advisor” out there, even though he knew he had a unique value proposition.
He had too many things on his “to do” list.
He was being stretched too thin.
Today, Ernie ranks himself as a “2” on the Tizzy scale. While the economic environment is causing many advisors to feel like they are in a “Tizzy,” Ernie is enjoying freedom.
Through working with our coach, Ernie and his business partner and wife, Jan, stepped back from the business, and developed a business plan that was congruent with their life plan. The coach helped them gain clarity about their life vision and then developed a business plan that fit this vision. Some of Ernie and Jan’s critical success factors and actions to implement were the following:
Complete an “annual roadmap,” which is a time planning tool from Cotton Systems. Ernie and Jan planned their free time first and set aside time for administration, business planning and effective revenue-generating days.
Prepare a plan for their next 90-day focus.
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
There was a backlog of cases to work on and close, with a large amount of potential revenue associated with them.
His telemarketer was booking several initial appointments for him with new prospective clients, but he wasn’t converting enough of those prospects to clients.
He felt like “every other advisor” out there, even though he knew he had a unique value proposition.
He had too many things on his “to do” list.
He was being stretched too thin.
Today, Ernie ranks himself as a “2” on the Tizzy scale. While the economic environment is causing many advisors to feel like they are in a “Tizzy,” Ernie is enjoying freedom.
Through working with our coach, Ernie and his business partner and wife, Jan, stepped back from the business, and developed a business plan that was congruent with their life plan. The coach helped them gain clarity about their life vision and then developed a business plan that fit this vision. Some of Ernie and Jan’s critical success factors and actions to implement were the following:
Complete an “annual roadmap,” which is a time planning tool from Cotton Systems. Ernie and Jan planned their free time first and set aside time for administration, business planning and effective revenue-generating days.
Prepare a plan for their next 90-day focus.
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
He wasn’t happy with his client development process—realizing the successes he expected.
There was a backlog of cases to work on and close, with a large amount of potential revenue associated with them.
His telemarketer was booking several initial appointments for him with new prospective clients, but he wasn’t converting enough of those prospects to clients.
He felt like “every other advisor” out there, even though he knew he had a unique value proposition.
He had too many things on his “to do” list.
He was being stretched too thin.
Today, Ernie ranks himself as a “2” on the Tizzy scale. While the economic environment is causing many advisors to feel like they are in a “Tizzy,” Ernie is enjoying freedom.
Through working with our coach, Ernie and his business partner and wife, Jan, stepped back from the business, and developed a business plan that was congruent with their life plan. The coach helped them gain clarity about their life vision and then developed a business plan that fit this vision. Some of Ernie and Jan’s critical success factors and actions to implement were the following:
Complete an “annual roadmap,” which is a time planning tool from Cotton Systems. Ernie and Jan planned their free time first and set aside time for administration, business planning and effective revenue-generating days.
Prepare a plan for their next 90-day focus.
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
He wasn’t taking enough time off.
He wasn’t happy with his client development process—realizing the successes he expected.
There was a backlog of cases to work on and close, with a large amount of potential revenue associated with them.
His telemarketer was booking several initial appointments for him with new prospective clients, but he wasn’t converting enough of those prospects to clients.
He felt like “every other advisor” out there, even though he knew he had a unique value proposition.
He had too many things on his “to do” list.
He was being stretched too thin.
Today, Ernie ranks himself as a “2” on the Tizzy scale. While the economic environment is causing many advisors to feel like they are in a “Tizzy,” Ernie is enjoying freedom.
Through working with our coach, Ernie and his business partner and wife, Jan, stepped back from the business, and developed a business plan that was congruent with their life plan. The coach helped them gain clarity about their life vision and then developed a business plan that fit this vision. Some of Ernie and Jan’s critical success factors and actions to implement were the following:
Complete an “annual roadmap,” which is a time planning tool from Cotton Systems. Ernie and Jan planned their free time first and set aside time for administration, business planning and effective revenue-generating days.
Prepare a plan for their next 90-day focus.
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
He wasn’t taking enough time off.
He wasn’t happy with his client development process—realizing the successes he expected.
There was a backlog of cases to work on and close, with a large amount of potential revenue associated with them.
His telemarketer was booking several initial appointments for him with new prospective clients, but he wasn’t converting enough of those prospects to clients.
He felt like “every other advisor” out there, even though he knew he had a unique value proposition.
He had too many things on his “to do” list.
He was being stretched too thin.
Today, Ernie ranks himself as a “2” on the Tizzy scale. While the economic environment is causing many advisors to feel like they are in a “Tizzy,” Ernie is enjoying freedom.
Through working with our coach, Ernie and his business partner and wife, Jan, stepped back from the business, and developed a business plan that was congruent with their life plan. The coach helped them gain clarity about their life vision and then developed a business plan that fit this vision. Some of Ernie and Jan’s critical success factors and actions to implement were the following:
Complete an “annual roadmap,” which is a time planning tool from Cotton Systems. Ernie and Jan planned their free time first and set aside time for administration, business planning and effective revenue-generating days.
Prepare a plan for their next 90-day focus.
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
He wasn’t taking enough time off.
He wasn’t happy with his client development process—realizing the successes he expected.
There was a backlog of cases to work on and close, with a large amount of potential revenue associated with them.
His telemarketer was booking several initial appointments for him with new prospective clients, but he wasn’t converting enough of those prospects to clients.
He felt like “every other advisor” out there, even though he knew he had a unique value proposition.
He had too many things on his “to do” list.
He was being stretched too thin.
Today, Ernie ranks himself as a “2” on the Tizzy scale. While the economic environment is causing many advisors to feel like they are in a “Tizzy,” Ernie is enjoying freedom.
Through working with our coach, Ernie and his business partner and wife, Jan, stepped back from the business, and developed a business plan that was congruent with their life plan. The coach helped them gain clarity about their life vision and then developed a business plan that fit this vision. Some of Ernie and Jan’s critical success factors and actions to implement were the following:
Complete an “annual roadmap,” which is a time planning tool from Cotton Systems. Ernie and Jan planned their free time first and set aside time for administration, business planning and effective revenue-generating days.
Prepare a plan for their next 90-day focus.
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
If you are like some of the advisors we coach, you probably find yourself in a “Tizzy” all too often.
What exactly is a Tizzy? Well, it usually means you have too many “to do’s” on your list and are being pulled in too many directions. Advisors grappling with Tizzyness often feel anxious about not seeing enough of the right clients, have a backlog of cases to work on but just can’t seem to get to them, and are frequently reacting to business and its demands.
Being in a Tizzy can also make you feel like your client development process is not effective—you need to improve how you convert a prospect to a client and not waste time in client meetings.
All of these Tizzy trials relate to your personal life as well. For instance, you may be feeling guilty about not eating properly or not getting to the gym, sense you’re not spending as much time with your loved ones and friends as you’d like and believe you’re too busy to even take a vacation.
Ultimately, Tizzyness is all about being anxious, overwhelmed, diffused and out of control.
What is your Tizzy factor? Rate yourself on a scale of 1 to 10. If you are at a 1 on the Tizzy scale, you feel energized, relaxed, calm and totally in control. You have a life purpose and a clear vision, take plenty of time off and enjoy a healthy work-life balance.
If you are at a 10 on the Tizzy scale, you feel stressed to the maximum. You are not in control of your business or your life; you react to your business, your clients and your loved ones. In fact, it feels like your business is consuming your life. You feel anxious and guilty a lot of the time.
When one of our coaches first started working with Ernie Greenwood, president of CoralLife Inc. in January 2008, she asked him to rank himself on the “Tizzy scale.” He rated himself at a “12” on a scale of 1 – 10. In a nutshell, Ernie was extremely stressed out! The following are some of the issues contributing to Ernie’s high Tizzy rating:
He wasn’t taking enough time off.
He wasn’t happy with his client development process—realizing the successes he expected.
There was a backlog of cases to work on and close, with a large amount of potential revenue associated with them.
His telemarketer was booking several initial appointments for him with new prospective clients, but he wasn’t converting enough of those prospects to clients.
He felt like “every other advisor” out there, even though he knew he had a unique value proposition.
He had too many things on his “to do” list.
He was being stretched too thin.
Today, Ernie ranks himself as a “2” on the Tizzy scale. While the economic environment is causing many advisors to feel like they are in a “Tizzy,” Ernie is enjoying freedom.
Through working with our coach, Ernie and his business partner and wife, Jan, stepped back from the business, and developed a business plan that was congruent with their life plan. The coach helped them gain clarity about their life vision and then developed a business plan that fit this vision. Some of Ernie and Jan’s critical success factors and actions to implement were the following:
Complete an “annual roadmap,” which is a time planning tool from Cotton Systems. Ernie and Jan planned their free time first and set aside time for administration, business planning and effective revenue-generating days.
Prepare a plan for their next 90-day focus.
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
(05/13/09)
If you are like some of the advisors we coach, you probably find yourself in a “Tizzy” all too often.
What exactly is a Tizzy? Well, it usually means you have too many “to do’s” on your list and are being pulled in too many directions. Advisors grappling with Tizzyness often feel anxious about not seeing enough of the right clients, have a backlog of cases to work on but just can’t seem to get to them, and are frequently reacting to business and its demands.
Being in a Tizzy can also make you feel like your client development process is not effective—you need to improve how you convert a prospect to a client and not waste time in client meetings.
All of these Tizzy trials relate to your personal life as well. For instance, you may be feeling guilty about not eating properly or not getting to the gym, sense you’re not spending as much time with your loved ones and friends as you’d like and believe you’re too busy to even take a vacation.
Ultimately, Tizzyness is all about being anxious, overwhelmed, diffused and out of control.
What is your Tizzy factor? Rate yourself on a scale of 1 to 10. If you are at a 1 on the Tizzy scale, you feel energized, relaxed, calm and totally in control. You have a life purpose and a clear vision, take plenty of time off and enjoy a healthy work-life balance.
If you are at a 10 on the Tizzy scale, you feel stressed to the maximum. You are not in control of your business or your life; you react to your business, your clients and your loved ones. In fact, it feels like your business is consuming your life. You feel anxious and guilty a lot of the time.
When one of our coaches first started working with Ernie Greenwood, president of CoralLife Inc. in January 2008, she asked him to rank himself on the “Tizzy scale.” He rated himself at a “12” on a scale of 1 – 10. In a nutshell, Ernie was extremely stressed out! The following are some of the issues contributing to Ernie’s high Tizzy rating:
He wasn’t taking enough time off.
He wasn’t happy with his client development process—realizing the successes he expected.
There was a backlog of cases to work on and close, with a large amount of potential revenue associated with them.
His telemarketer was booking several initial appointments for him with new prospective clients, but he wasn’t converting enough of those prospects to clients.
He felt like “every other advisor” out there, even though he knew he had a unique value proposition.
He had too many things on his “to do” list.
He was being stretched too thin.
Today, Ernie ranks himself as a “2” on the Tizzy scale. While the economic environment is causing many advisors to feel like they are in a “Tizzy,” Ernie is enjoying freedom.
Through working with our coach, Ernie and his business partner and wife, Jan, stepped back from the business, and developed a business plan that was congruent with their life plan. The coach helped them gain clarity about their life vision and then developed a business plan that fit this vision. Some of Ernie and Jan’s critical success factors and actions to implement were the following:
Complete an “annual roadmap,” which is a time planning tool from Cotton Systems. Ernie and Jan planned their free time first and set aside time for administration, business planning and effective revenue-generating days.
Prepare a plan for their next 90-day focus.
Develop a time system for an ideal week, with an appropriate number of client meetings and time blocked for proactive phone calls and relationship building.
Review Ernie’s new client acquisition strategies and create a plan for adding new clients that includes an introduction process and a focus on fostering relationships with professional centres of influence.
Terminate the telemarketer.
Hire a virtual assistant.
Define Ernie’s ideal client profile—a description of the clients Ernie does his best work with.
Enhance the client process to make it much more effective. Ernie’s process now involves the client’s other professional advisors and has a much higher level of emotional involvement.
Review the cases in progress and make a plan to clear up the backlog and focus on cases already open and likely to close. Note that the potential revenue from the cases Ernie had “in the mill” amounted to 200% of the revenue he had earned the previous year!
Project the potential revenue from new business and renewals, and review expenses.
Segment CoralLife’s client base and a relationship strategy for each segment that allows Ernie to be focused on the right clients and provides a high level of customer service.
Have the coach conduct personal client interviews with some of Ernie and Jan’s best clients to find out what they value about their working relationship with CoralLife.
Develop a new brand for their business, which entails renaming the company and creating marketing communications materials by completing MasterPointTM—The Personal Coach’s Brand Strategy Program—designed specifically for financial advisors.
Essentially, the coach asked Ernie and Jan to step back and slow down, to develop a plan to accelerate their business in a much more focused and confident manner.
If your Tizzy factor is at a level of 6 or above, ask your coach how she or he can help you reduce it so that you can enjoy more freedom in your life and business.
Juli Leith is a coach based in Kitchener-Waterloo and Kim Poulin is a coach based in Montreal. They both provide one-on-one customized coaching to financial advisors, helping them to achieve greater confidence, focus and freedom.
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