Leading Advisor - Simon Reilly offers financial advisor coaching, speaking and training designed to help Financial Advisors and their teams clear their roadblocks to success. http://www.leadingadvisor.com
The following is a continuation of the article "10 More Secrets to Financial Advisor Success". There are 31 secrets total. Here are secrets 11-20.
The eleventh secret to guarantee your success in 2007 and beyond is forget "how". There is also an even bigger reason to stay out of goals and that is that we get hung up on "how" and this will likely limit or cut off the right brain dream state of mind. Let's look at a common goal setting process to prove a point: Remember the "SMART" Goal setting strategy:
S - Specific M - Measurable A - Action-Oriented R - Realistic T - Time-focused
A soon as we get into this model there is the chance that You or even worse yet, your dysfunctional ego mind will start to judge.
My dysfunctional ego is no different than anyone else's ... if I let it. And just for fun ... Hah! Who are you kidding? You speaking at the most significant Financial Advisor Public Speaking Event in the USA in 2007. Cancel that thought. Cancel that thought. Cancel that thought. Again, all you want to do right now is create a vision for all areas of your life and I recommend that you write down your visions in the following format in your journal:
* I am so happy and grateful that we continue to speak at sponsored association and company events throughout the world and therefore I feel appreciation, fulfillment, happiness, joy, satisfaction and wonderful.
Do you see the difference between the two? Here is the goal that I wrote on December 4, 2006
* Prospect Speaking to associations and companies via Folios, E-Mails & Postcards to Speak at 35 sponsored Financial Advisor association and company events in Canada and the USA in 2007
Do you see that by writing the goal I was limiting my vision by getting into the "How" and too much detail.
The twelfth secret is trust your vision. All you need to know is the first step and you don't have to see the whole staircase. Again, forget how and using the metaphor of driving from Vancouver, BC to St. John's, NL by night, you can only see 100 feet in front of you and you continue to drive and trust that you will be able to see the next hundred feet, then the next hundred feet then the next ... and eventually you will get to the destination. Well you could say "I don't have time to drive!" Well then fly! Looking back I counted 33 separate flights on my speaking schedule between September and November of 2006 ... believe me I trust.
The thirteenth secret is to forget about time. Worrying about time hooks you back into the unmet need of safety and security and if there is an unmet need then there are limiting beliefs such as "I don't have enough time" and this triggers limiting emotions that would include anxiety. These limiting beliefs and limiting emotions destroy your creative energy.
Take the metaphor of building a clock in relationship to building your vision. Build a clock that will tell the time for a lifetime versus building a clock that will tell the time for a day.
The fourteenth secret is get out of the way. Whatever your creed ... God, the universe, your higher self, your soul knows the shortest, quickest and fastest way to your vision and will create those serendipitous events where the right people, resources and events all harmoniously fall into place to manifest your vision.
Just get out of the way, write your vision, stay awake, step into the harmonious flow of your destiny and let it unfold in harmony versus pushing and pushing!
The fifteenth secret to your success as a Financial Advisor is to write the vision in the now.
Notice that I write the vision in the now given that it is already happening.
* I am so happy and grateful that we continue to speak at sponsored association and company events throughout the world and therefore I feel appreciation, fulfillment, happiness, joy, satisfaction and wonderful.
The sixteenth secret is to write your vision with feelings.
Notice that I write the vision in the now given that it is already happening and therefore I feel appreciation, fulfillment, happiness, joy, satisfaction and wonderful.
* I am so happy and grateful that we are writing and publishing books and therefore I feel appreciation, fulfillment, happiness, joy, satisfaction and wonderful.
The seventeenth secret is write visions for all areas of your business and personal lives.
Personal - spirituality, yourself, spouse, health, family, charity, friends, auto, clothing, finance, home, intellectual, travel, etc.
Business - spirituality, team, customer service, product development, product quality, communication, sales, finance, systems, marketing, environment, web presence, etc.
The eighteenth secret is understand that wealth is not all about money and that is why it is important to create visions for all areas of your business and personal lives to create balance.
The nineteenth secret is ask in the positive. Do not, do not do not ask in the negative. If your vision is "get out of debt", that is all you will experience is debt. Better that you affirm that "money comes to me easily and effortlessly".
The twentieth secret to success in 2007 and beyond is to believe that your vision is already yours and through your compounded values, positive feelings and positive beliefs you will build up unwavering faith that you will attract everything that you desire.
Again, instead of thinking about death, debt and taxes commit to positive beliefs. Money comes easily and frequently. There are an abundant amount of happy and generous high net worth clients that wish to work with me. An abundant amount of time is available for the things that I am committed to doing. All the resources that I require are available to fulfill my vision. Many, many people will be attracted and spread my message.
- Related Videos
- Related Articles
- Ask / Related Q&A




Debt Relief America - How to Find the Top Performing Debt Relief Companies
By: Matt Couch | 05/01/2010Today, America is facing some really hard economic challenges.
Online Forex Broker Tadawul FX Expands As More Online Forex Traders Choose TDFX
By: Alberto Stellpflug | 05/01/2010(1888PressRelease) Online forex brokers worldwide are downsizing, continuing to struggle with the current economic crisis. Tadawul FX however, is not one of them. Bucking the trend, TDFX as Tadawul FX is also known, is expanding, recently hiring Stavros Yiannakou for the coveted position of Chief Risk Officer.
How Obama is Making Credit Card Debt Settlements Financially Advantageous
By: Matt Couch | 05/01/2010The Report on "The Next Phase of Government Financial Stabilization and Rehabilitation Policies" released in September 2009 says that the Obama Administration sought to restart key non-bank channels of credit intermediation.
Secure your future with a well organized investment planning
By: Mel C | 05/01/2010Planning for the future means being well organized. If you plan to build up funds by investing it is crucial to perform a proper investment planning. Find out more on how to prepare for your future investment.
Tax effective investment strategies
By: Mel C | 05/01/2010When deciding on the best investment opportunity one needs to carefully plan and keep an open mind. If you want to invest with the maximum gains while paying less tax, tax effective investment plans should be taken into consideration. There are a free useful strategies and advices that can help you to make a wise decision.
Handling a self managed superannuation plan
By: Mel C | 05/01/2010When you are invested in a self managed superannuation fund, you need to trust all of your partners. The group of you will be making decisions about how you can best manage the money in your fund to increase profits for the future.
Debt Negotiation - Verbal Vs Non Verbal Communication
By: Jeslyn Jessy | 05/01/2010When people are knee deep in debt, one of the ways to dig themselves out from the hardship is through debt settlement. It is a negotiation process where the debtors deal with their creditors to request for debt reduction since they can't afford to pay their outstanding in full. The creditors on the other hand do assessment on their debtors' financial position and decide whether they agree to accept the debtors' offer.
Knowing the Don'ts of Writing a Debt Settlement Letter
By: Jeslyn Jessy | 05/01/2010The content of the debt settlement letter is essential in determining the success of debt reduction. This specific letter plays an important role is assisting the debtors to get rid of their financial burden as well as to protect their credit rating.
Why The Preoccupation With Bad Financial News?
By: Simon Reilly | 08/04/2009 | FinanceIf I said to you, "aren't you sick and tired of hearing negative news", I would feed into more of the negative news as there is chance that my question could trigger a negative response. Aside from that, I wonder what it is about some people that seem to enjoy being right about some sort of pending doom and gloom.
Do Something That Scares You
By: Simon Reilly | 24/03/2009 | Self ImprovementIf you are like me, you have likely experienced or may be experiencing the negative belief that "I am afraid that what I am doing may not be good enough" or "I am afraid that what I am doing may not work" especially in this economy. These negative beliefs are propelled by the unmet need of worthiness and fueled by the negative emotions of anxiety and fear.
Are You a Financial Advisor Who's Addicted to Selling?
By: Simon Reilly | 07/01/2009 | FinanceDo you want to be motivated by need, desire and fear or your values? Values are the only form of functional inspiration, versus motivation. Values are something that naturally pulls you forward without a lot of effort.
Don't Jump - You are in the Wrong Place!
By: Simon Reilly | 07/01/2009 | Self ImprovementJohn was in the brokerage business and having lost everything, including the money of his family and friends, he walked down to the shore. John was planning to swim out and drown himself so his family and friends could get the insurance money.
What's Your Financial Advisor Story?
By: Simon Reilly | 09/12/2008 | FinanceYour story was contrived and imprinted into your mind a long time ago by the experiences and the people that were in your life and you have been working and working to disprove the story ever since only to recreate and imprint the same or similar story over and over again.
Do You Agree With What Most Financial Advisors Say That They Really Want?
By: Simon Reilly | 06/12/2008 | FinanceEven though Financial Advisors say what they want, why are they unwilling to do what it takes to make the changes so that they can get what they want?
11 More Secrets to Financial Advisor Success
By: Simon Reilly | 02/12/2008 | FinanceIf someone crosses your mind, make that call. Write that idea down and think of three simple and immediate actions that you can take towards the fulfillment of that idea. Get it done. You were given the ideas for a reason and it is important that the ideas be honored so don't second guess and don't delay.