"Taking Yourself to the Next Level"

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



To all our highly valued clients and acquaintances:

Hitting the Mid-Year Reset Button and Making a New Beginning to

Producing the Results You Most Want/Need to Achieve for 2009

We are fast approaching the end of the first half of 2009. 2 quick questions for us all?

What do we need to do to finish, and learn from, the first half as best as we can?

What do we need to do to plan well and 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.

Better yet, invest at least 1 hour to think it all through. Do your current 2009 plans, strategies and systems make sense for you, going forward, knowing what you now know?

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

According to many, over 3/4 of investors are amenable to another perspective.

If referred by a trusted friend or colleague, they would value a second opinion.

Social time for weddings, holiday cookouts, corporate events, family reunions, etc

In one professional association of Financial Advisors, many report 20% growth rates. Attributed to what? Getting referrals to people who are way past auto-pilot complacency stage and far more amenable than ever before to another perspective

from another view on market outlooks

to how their portfolio is structured

to exploring the possible client experience offered by you

to the improved ways that they can receive expeditious service

Are your clients ready to introduce you? Are they as happy as they can be right now?

Are they aware that you are ready, willing and able to explore/open new relationships?

On another note? A while back, a trusted colleague emailed me this curious 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”

Recommended classic read for the summer, to sharpen your life & professional focus?

Maximum Achievement: Strategies and SkillsThat Will Unlock Your Hidden Powers to Succeed
by Brian Tracy
.

Here is a quick intro to what awaits your read. “In Maximum Achievement, Brian gives you a powerful, proven system -- based on twenty-five years of research and practice -- that you can apply immediately to get better results in every area of your life.

You learn ideas, concepts, and methods used by high-achieving people in every field everywhere. You learn how to unlock your individual potential for personal greatness. You will immediately become more positive, persuasive, and powerfully focused in everything you do. Many of the more than one million graduates of the seminar program upon which this book is based have dramatically increased their income and improved their lives in every respect.

The step-by-step blueprint for success and achievement presented in these pages includes proven principles drawn from psychology, religion, philosophy, business, economics, politics, history, and metaphysics. These ideas are combined in a fast-moving, informative series of steps that will lead you to greater success than you ever imagined possible -- they can raise your self-esteem, improve personal performance, and give you complete control over every aspect of your personal and professional life.”

I understand that highly successful people have a “ready to start over at any time under all circumstances” attitude. May we suggest that you freshly hit your 2009 new beginning button and newly determine what you most want/need to achieve for the 2nd Half of ‘09?

In addition to all those that we are currently working with, we would love to hear from you and to freshly/newly connect. Call and/or e mail anytime. Let’s change it up together

PS - Stay tuned for a newly improved website, coming soon to a home page near you

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 life fulfilling 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).
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