"Taking Yourself to the Next Level"

The Monthly Newsletter from Don Sardella, Business Development Coach for Financial Advisors – October 2007



It’s push it over the top time

As my 13 year old son said recently, You gotta do what you gotta do.

What’s your most vital goal you must achieve before year end? Is your focus sufficiently isolated?

Are your actions and behaviors matching your goal on a daily basis? If not, will they?

As one colleague said this week.It is up to us to live our solution. Maybe new support is needed?
Maybe we need to pioneer outside the box? Maybe we need to change the drill?



So what do you need to do? How can I help?

As we approach the holidays, ideas for new relationships or freshening up familiar ones?

Build stronger rapport and get better communication going. Find out how people think.

  • 40% of a relationship marketing is establishing rapport, trust and communication.
  • 30% is understanding people's most important values, goals, objectives and needs.
  • 20% is designing what you’re going to say and when you’re going to say it, based upon the relationship you developed so far. How well do you understand them?
  • 10% is the mutual determination of what you want to do next? What the win-win?

70% of relationship building process is connecting with people and finding out what’s important to them. Questions that you may consider to get the ball rolling? (and rolling?)

  • “How did you get into what you’re into?”
  • “What do you most love about what you are doing?”
  • “How did you build yourself up to this point and how does it fulfill your vision?”
  • “What do you find to be the biggest challenge with what you are doing?”
  • “How are you working to master, pre-empt and overcome those challenges?”
  • “What do you most love about what you have been able to accomplish so far?”
  • “Knowing what you now know, your greatest hopes and future plans?”
  • “If you were me at my stage in life and in my career, what would you do next?”

People don’t have separate professional and personal lives. They have a total life. If they are productive in their public life, then the next thing to look at is how could carry over into their personal/family life and vice versa. What’s the total balanced picture for them?

Again, establish real rapport & communication. Most people don't talk or listen to other people this way. This may be a major realization. This is not just a tactic – you want to be sincerely interested. I personally find it fascinating to hear people tell me their stories.

To reiterate and punctuate this, ask them:

  • How did you do this? How did you pull it off? What did you do that was unique?
  • Tell me about you. I’m interested to learn about you. How do you see yourself?
  • What are your motivations, your drives, your skills, your methods, and strengths?
  • Based upon your life experiences to date, what ideas would you pass on to others?

Many times, most people are typically approached by someone who is desperate to sell or promote something. What we are advocating here is more likely to be experienced as an authentic service. This alone can distinguish you. So get out there, circulate & percolate.

Next month? How we can expand/transfer that trust to help receive more quality referrals.

We appreciate the opportunity to be a part of who you are and what you are working on.

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

I look forward to catching up and speaking with you again soon.

 

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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