World Class Financial Planners do this….

Q: Are you tired of trainers or consultants or BDM/PDM’s (and the government & regulators….) telling you how to run your financial planning business successfully when they’ve never done it themselves?

Do you feel like your business is controlling you instead of you controlling it?

Do you want to fully optimise your skills and passion and achieve incredible results?

I’ve got a story for you….

So, two guys are in a boat. One guy says he’s going to leave the boat, step out and walk on the water. His friend thinks he’s lost his mind as he started stepping over onto the water. And lo and behold, he keeps walking on the water and doesn’t sink. He’s blown away. His friend who’s walking on the water laughs and says, “It’s easy, you try it.”

His friend naively tries and of course splashes into the water, sinks, and then comes back up for air. They both get back into the boat. His puzzled friend asks, “How in the world did you walk on that water?”  His response, “I know where the rocks are!”

I think that’s brilliant. Don’t you find success in any area in life seeming to be that way? If we could only find out first where the rocks are, success would become easier.  Too often people try to succeed on blind faith and irrational optimism. If we take time to see where the rocks are, we can make the walk much easier.

One of the best ways to do these things is to have a mentor or coach. Another way is to read, study and research the topic you want to be more successful in.  Trust me…the rocks are out there. Don’t get caught stepping into the water until you’ve done some homework and have identified those rocks.

Take a moment and see if there are some areas in your financial planning business that make you ‘feel like your sinking’. Is it:

• Attracting new prospects or Converting?
• Is it delivering your value?
• What about getting Referrals or building Alliance Partners…?
• What about Marketing or Branding or Teamwork or Time Management or Leadership…?
• It could just be that you want to build your business and your profit faster or some other challenges?

Don’t feel bad; we all start sinking from time to time. It’s called ‘life’.

Now that you’ve identified one or more of these areas, your job now is to take the time and do some research to see where you would go to find out where the rocks are. This takes both your time and requires much effort. Is it worth it?  Well, what’s the other alternative? You’re right, sink, get wet and hope you can swim.

Do yourself a huge favour. Take the time and see where you’re sinking, even if it’s just a little bit. If you don’t take the time now, you WILL get wet.

The Solution….

And here’s the first step. I’m offering the first 25 financial planners to reply to this email a complimentary 15 minute one-on-one  ‘Situation Snapshot’ Strategy Session. It’s a one-on-one Skype session with me where were we’ll roll up our sleeves and in just 15 minutes identify 3 key things:

1. What you want your business to look in 1 and 3 years time
2. What you want your income to be in 1 and 3 years time
3. And specifically how to make those thins happen for you (what’s missing, broken, holding you back… what’s stopping you from making that happen for you….)

You’ll leave the session confident, excited and inspired by what’s possible for you and the knowledge that you’ll know what to do and how to do it!

Next Steps

Just hit one of the links in this email to grab a personal coaching session with me. I have grown and developed award winning financial planning and accounting businesses – to great success – for over 20 years…. I have a good track record and will make certain that our time together is valuable to you. Go ahead and lock in a time for us to chat on Skype. It will be fun and rewarding.