"Taking Yourself to the Next Level"

The Monthly Newsletter from Don Sardella, Business Development Coach for Financial Advisors – June 2008



To all our highly valued clients and acquaintances:

Hitting the Reset Button and Renewing Your Commitment to
Producing the Results You Most Want to Achieve for 2008

We are fast approaching the end of the first half of 2008. Quick questions for us all?

Are we on track for what we set out to do for this year?
What do we need to do to finish the first half as good as we can?
What do we need to do to get the second half off to a strong start?

To invest even 5-10 minutes to quickly jot out your responses to these questions can be helpful, to inventory your performance year-to-date and energize your future biz focus.

Some recent news to confirm an opportunity of the times we are in:

  • According to recent news, 79% of investors are amenable to another perspective.
  • If referred by a trusted friend or colleague, they would value a second opinion.
  • Socializing time @ graduations, weddings, corporate events, family reunions, etc
  • In one professional association of Financial Advisors, many report 20% growth rates. To what do they attribute that? Getting referrals to people who are past auto-pilot complacent, feel “pain @ the pump” and want to reexamine everything:
    • from how their portfolio is structured
    • to the ways that they are receiving expeditious service
    • to another view on market perspectives.

Are your clients ready to refer? Are they delighted, raving fans? You recently ask them?
Do they know that you are ready, willing and able to open/explore new relationships?

On another note for now? This is a question a colleague recently emailed me this request:

“I know your time is particularly limited and you will see this as - wow, where to begin. However I am not looking to burden you, but just to get a snippet here and there that I can use in my daily life. Something that keeps you going and connected to your core.”

Here is what I basically sent back to him as an immediate e mail response.

“I have a basic vision and plan for the future, as an outline and framework, that represent my core values that I own and am committed to from there, I typically invest at one hour per day to feed my heart, mind and soul, in prep for fighting and living life full tilt, one day at a time
 
I get and take all the help that I can get, access and afford - I run for the exits, away from anything and anybody that I experience as a drain
 
I take time to rest, read, joke around, change environments, make out of the ordinary phone calls and any other strategy to change it up
 
I follow the idea that life well-lived is a marathon of sprints and power nap often, to continuously rejuvenate myself -
I love movies and music
 
Iris and I are doing walks and I swim for 30 minutes at least 3 times per week – I work to eat well, stay healthy and have good energy
 
I keep a central focus on keeping hope, love, laughter and perspective alive – I stay open - I repeatedly review my best audios/books.
 
I am determined to persist, no matter what - I intend to go the distance and work to stay present to the fact that life is a one time shot
 
hope that helps you in some way - let's continue to keep in touch”


Possible motto for balance of the year? “Stay Present, Stay Focused, Stay With It”

A recommended read to consider for fresh perspective and a worthy quick study?

The One Minute Entrepreneur: The Secret to Creating and Sustaining a Successful Business by Ken Blanchard (Author), Don Hutson (Author), Ethan Willis (Author)

May we suggest that you freshly hit your 2008 re-set button, sharpen your focus and re-determine what you want for the 2nd Half of 2008? Now’s your time to create momentum

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.

 

Best – 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).
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