"Taking Yourself to the Next Level"

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



To all our highly valued clients and acquaintances:

As you are quickly closing in for your year-end wrap up, remember this quote??

"Nothing in the world can take the place of persistence. Talent will not;
nothing is more common than unsuccessful men with talent. Genius will not;
unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts.
Persistence and determination alone are omnipotent."

                 
 ~ Calvin Coolidge (1872-1933, Thirtieth President of the USA)

In light of all the new information you now have access to and knowing what you now know, what better choices and decisions can you make to go forward, for better results?

Focusing on Net New Assets is every Financial Advisor’s battle cry for the foreseeable future – in a recent coaching call with a leading producer, we freshly focused on establishing a compelling, year-end focus and have since then stayed focused on his primary focus, with a sense of clear mission and effective action steps – the result?

One relationship opened at a time, one new account at a time = powerful progress.

Maybe it’s time to bring your business in for a check up from the neck up?? Have you recently done a Professional Practice Checklist?? (Ask us about how you can receive a free copy) Could serve you well, as you are planning for your New Year in 2010 and getting ready to kick your biz into a higher gear. Could move impediments to impetus.

We are thinking to open a new hotline, called 1-800-THE-RANT. If you feel you need to let it rip and to be fully heard, give us a call to set up a time, so you can speak your peace.

News Flash – in the spirit of taking all the training we can, we will be out 11/17-20.

With the full intent to come back to better serve you, our learning will include:

Delivered by the consultant’s consultant, Alan Weiss, this session is about becoming outstanding at a variety of basic and advanced consulting approaches.

Participants, through a combination of discussion, case studies, role-plays, and preparation material will learn high-powered approaches which will include:

  • How to conduct interviews and focus groups.
  • How to design surveys.
  • How to really coach using behavioral objectives.
  • Which instruments are effective and which are invalid and dangerous.
  • How to interpret and change culture.
  • The role of exemplars and how to co-opt them.
  • How to overcome internal resistance.
  • How to absolutely minimize labor intensity.
  • How to secure and use the buyer's clout to overcome obstacles.
  • Design and use of 360° instruments.
  • How to evaluate and employ a contingency leadership methodology.
  • Master facilitation skills.
  • Gaining discretionary time while accelerating project results.
  • Best practices in remote consulting practices.
  • How to formulate strategy.
  • How to provide rational problem solving and decision making skills.
  • How to provide feedback, confront, and challenge the client.
  • How to avoid creating political problems and focus on evidence.
  • The "11 classic, boring, OD issues."
In addition, every participant will:
  • Receive copies of two of Alan's most popular CDs: High Performance Coaching and Framing Skills.
  • Receive detailed preparation work to maximize application to actual challenges currently faced.
  • Receive 30 minutes of phone coaching 60 days after the session to maximize application of the concepts.

We also encourage you to seek out additional training to strengthen/ expand yourself.

That’s it!! Your rigorous feedback & thoughtful comments are whole-heartedly welcome.

Feel free to pass this on - we appreciate our relationship and we thank you for keeping engaged and allowing us to be of service – or at least staying in good communication.

For those with whom we haven’t spoken in a while, let’s talk – i.e., you speak, I listen!!

We are committed that you have a powerful new lease on your life and your business, an exceptionally strong finish to 2009 and an indisputably banner year in 2010 - only the best for you

Stay tuned for more coming attractions. Til the next time we connect, we are…

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

Your enthusiastic cheerleader, fan and undying supporter for a great life and business,  

 

Coach Don  

 



Copyright 2009 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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