"Taking Yourself to the Next Level"

The Monthly Newsletter from Don Sardella, Business Development Coach for Financial Advisors – July 2009



To all our highly valued clients and acquaintances:

As we quickly move into August, many managers and advisors with whom I speak are utilizing this time to re-group, re-think, re-tool and re-focus themselves and their businesses. With an eye for August as a time for year-end planning, it is also the start of new year thinking for 2010.

Question - no matter what kind of challenges you and clients may be encountering in today’s marketplace, what are you building? How will you know if you are effectively moving forward?

What does that mean you need to accomplish by the end of the year, no matter what? What’s your current thinking about your goals for 2010? What do you need to do now to set that up?

While keeping your resolve strong and staying in great communication with your clients, what else can you do to provide leading edge service and still be available to open new relationships?

All of your growth can be built upon personalized, great service. As I often like to quote from speaker Zig Ziglar, “You can get anything in life that you really want if you just help enough other people get what they want”. Much more than a slogan, it’s really a value and a way of life.

We also want to reinforce fundamental referral request practices – during these kind of market conditions, upon the foundation of the best possible service you can offer, many of your clients are willing to introduce you to other family members, friends, neighbors and/or colleagues who would highly value another confidential, professional perspective or want to explore another way in which they can receive great service – the kind that only you can deliver on a consistent basis.

Additionally, we encourage you to keep yourself inspired and energized on a continuous basis -whatever you have to do to further develop yourself and keep sharp. Suggested books to read to that end, designed to help you create a worthy life and a highly supportive business practice?

Leadership in the Era of Economic Uncertainty: Managing in a Downturn by Ram Charan

I found this short read to be a catalyst for solid business perspective and focused thinking. Ram Charan, a noted expert on business strategy, has coached some of the world's most successful CEOs. In this recently published book, Ram Charan helps you steer your business through the minefield of contracting markets, cash shortages, and ongoing uncertainty. You can find it at:

http://www.amazon.com/Leadership-Era-Economic-Uncertainty-Managing/dp/0071626166/ref=sr_1_1?ie=UTF8&s=books&qid=1248887713&sr=1-1

The Ultimate Sales Machine: Turbocharge Your Business with Relentless Focus on 12 Key Strategies
by Chet Holmes.

His nearly one thousand clients have included major companies like Pacific Bell, NBC, Citibank, Warner Bros., Wells Fargo, EstŽe Lauder and Merrill Lynch.

After an impressive April 2009 conference call with Tony Robbins and Chet Holmes, I knew I had to learn about Chet’s latest work. Chet built his reputation working with Warren Buffett's partner Charlie Munger, who cited Chet as "America's greatest sales and marketing executive".

Having gone through this book on cd for my initial exposure, I ordered a hard copy so I could work through the material more diligently and also help others do the same. As a karate master, Chet brings pigheaded discipline and seasoned intelligence to this process. See for yourself.

http://www.amazon.com/Ultimate-Sales-Machine-Turbocharge-Relentless/dp/1591842158/ref=sr_1_1/192-1372641-3283951?ie=UTF8&s=books&qid=1248887626&sr=8-1

We appreciate our relationship and we thank you for keeping us engaged and allowing us to do our best to be of service – til the next time we speak, meet or connect, we are…

Always looking to serve you with productive and revenue generating ideas.


With sincere and deep appreciation,

 

Coach Don  

 



Copyright 2007 all rights reserved. Don Sardella is a Business Development Coach serving Financial Advisors in their desire to create more profit in less time. His coaching program are delivered by means of teleconference calls, email and telephone. You are welcome to pass this “Coaching for Financial Advisors Newsletter " along to your friends and colleagues, as long as it is intact. The author of the “Coaching for Financial Advisors Newsletter" is Don Sardella. Contact him at don@coachingforfinancialadvisors.com or at Coaching for Financial Advisors - 4416 Sunlight Court, Concord, CA 94518-1925. For administrative matters and for further information about our coaching program and other products and services, contact Don at: 925-609-6441 (office), 925-609-6443 (fax).
Please feel free to forward this e-newsletter to your friends and colleagues, for whom you think it might serve as a benefit. Your recommendation is how we grow and anyone can subscribe for free at www.coachingforfinancialadvisors.com To change or cancel your email address, visit http://www.coachingforfinancialadvisors.com/ezine.html and make any changes in your subscription. DO NOT REPLY TO THIS MESSAGE. Thank you!!

We will never release, sell or give a subscriber's name or email address to any other party or organization. Our subscribers will only receive email messages that contain requested information, new monthly articles or announcements of new services