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Internet Message Format | 2001-06-24 | 27KB

From: Jeff Salisbury <Jeff.Salisbury@WallStreet-LLC.com> Subject: [effortless] For new members of our Client Centered email discussion group... Date: 05 Jun 2001 07:12:59 -0600 This is a multi-part message in MIME format. --------------05269A67FF826B30687B3367 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Hello Everyone, We've recently had some new people join our email group -- welcome to you! For your benefit, let me review how you send a message or question to the group. Simply compose an email, and send it to: effortless@lists.xmission.com When you receive a message from the group and you want to respond or followup, just hit the reply button and type up your message. Regards, Jeff Salisbury --------------05269A67FF826B30687B3367 Content-Type: message/rfc822 Content-Transfer-Encoding: 7bit Content-Disposition: inline Return-Path: <ginny@guardianwealth.com> Delivered-To: jeff.salisbury@wallstreet-llc.com Received: (qmail 30104 invoked from network); 5 Jun 2001 12:18:26 -0000 Received: from unknown (HELO smtp10.atl.mindspring.net) (207.69.200.246) by mail.nffs.com with SMTP; 5 Jun 2001 12:18:26 -0000 Received: from GINNY (user-38lc8u3.dialup.mindspring.com [209.86.35.195]) by smtp10.atl.mindspring.net (8.9.3/8.8.5) with SMTP id IAA22436 for <Jeff.Salisbury@WallStreet-LLC.com>; Tue, 5 Jun 2001 08:14:34 -0400 (EDT) Reply-To: <ginny@guardianwealth.com> Message-ID: <001601c0edb9$1f51c880$0200a8c0@GINNY> MIME-Version: 1.0 Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit X-Priority: 3 (Normal) X-MSMail-Priority: Normal X-Mailer: Microsoft Outlook CWS, Build 9.0.2416 (9.0.2910.0) Importance: Normal In-Reply-To: <3B1CCC4A.9D509BFE@WallStreet-LLC.com> X-MimeOLE: Produced By Microsoft MimeOLE V5.50.4133.2400 X-Mozilla-Status2: 00000000 jeff, many thanks! It's don@guardianwealth.com -----Original Message----- Sent: Tuesday, June 05, 2001 8:11 AM Cc: CoachLBR@aol.com Hello Ginny, Laura Rubinstein from Steve Moeller's organization asked me to contact you. She said that Don wants to join the email discussion group that many advisors in Steve's programs participate in. I'm the administrator of this email discussion group. If you will send me Don's email address, I'll add him to the group. Regards, Jeff Salisbury --------------05269A67FF826B30687B3367-- - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message. ------------------------------------------------------------------------------- From: Njoythjrny@aol.com Subject: [effortless] our final coaching call Date: 12 Jun 2001 09:26:22 EDT --part1_8e.16e46e91.2857727e_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit For our final call on June 27, I have taken on the task of coordinating the call (yes Mcmenamin, I am still working). I believe that this call, since it is the final call, should set the stage for our future successess. My thought is that each one of us go back to what our initial objectives, get a sense of what we accomplished, and restate what our new objectives are, now that we are masters of the client centered approach. What are the action items key to your indiviual success, and what do you need to do in order to assure success. By sharing this with each other, we could align ourselves with others with similar action items and help each other as time goes on. Thoughts, comments, ideas???????????? Mark S Singer CFP President Safe Harbor Retirement Planning, Inc. 152 The Lynnway, Lynn, MA 01902 ph (781) 599-2660 fax (781) 592-1140 --part1_8e.16e46e91.2857727e_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit <HTML>For our final call on June 27, I have taken on the task of coordinating the call (yes Mcmenamin, I am still working). I believe that this call, since it is the final call, should set the stage for our future successess. My thought is that each one of us go back to what our initial objectives, get a sense of what we accomplished, and restate what our new objectives are, now that we are masters of the client centered approach. What are the action items key to your indiviual success, and what do you need to do in order to assure success. By sharing this with each other, we could align ourselves with others with similar action items and help each other as time goes on. Thoughts, comments, ideas???????????? Mark S Singer CFP President Safe Harbor Retirement Planning, Inc. 152 The Lynnway, Lynn, MA 01902 ph (781) 599-2660 fax (781) 592-1140</HTML> --part1_8e.16e46e91.2857727e_boundary-- - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message. ------------------------------------------------------------------------------- From: "David McMenamin" <horizon.financial@worldnet.att.net> Subject: [effortless] Business Editor Interview Questions Date: 12 Jun 2001 14:22:20 -0700 As Mentioned on the recent opp. and ch. call the following are some of the additional questions I added to my research interview with the Business editor of our daily newspaper. How do you decide what articles to write? Where do you get your information from? What does your business section mandate? Issues on personal finance or work related issues or other? Who is the reporter that deals with the retirement, investment articles? Do local advisors assist you with topics,data or info? Who is the financial advisor who is the most visible to you in the community? Do you use him for assistance? How do you determine who to interview or contact if you need input for an article? Do you sponsor any retirement financial events for your readers? Who is your target audience? I hope this helps. Regards David McMenamin President Horizon Financial Group,L.L.C. 6300 E. El Dorado Plaza Suite 400 Tucson, AZ 85715 (520)751-4300 fax (520)751-6340 www.horizonfinancialgroup.net - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message. ------------------------------------------------------------------------------- From: "Nancy J Sash" <Nancy.J.Sash@aexp.com> Subject: Re: [effortless] Business Editor Interview Questions Date: 12 Jun 2001 18:05:39 -0500 Thanks David, Nancy - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message. ------------------------------------------------------------------------------- From: Kent Kuhlmann <Kent@lplusa.com> Subject: RE: [effortless] our final coaching call Date: 13 Jun 2001 15:59:09 -0700 This message is in MIME format. Since your mail reader does not understand this format, some or all of this message may not be legible. ------_=_NextPart_001_01C0F45C.74D7F800 Content-Type: text/plain; charset="iso-8859-1" Bully! -----Original Message----- [mailto:owner-effortless@lists.xmission.com]On Behalf Of Njoythjrny@aol.com Sent: Tuesday, June 12, 2001 6:26 AM For our final call on June 27, I have taken on the task of coordinating the call (yes Mcmenamin, I am still working). I believe that this call, since it is the final call, should set the stage for our future successess. My thought is that each one of us go back to what our initial objectives, get a sense of what we accomplished, and restate what our new objectives are, now that we are masters of the client centered approach. What are the action items key to your indiviual success, and what do you need to do in order to assure success. By sharing this with each other, we could align ourselves with others with similar action items and help each other as time goes on. Thoughts, comments, ideas???????????? Mark S Singer CFP President Safe Harbor Retirement Planning, Inc. 152 The Lynnway, Lynn, MA 01902 ph (781) 599-2660 fax (781) 592-1140 ------_=_NextPart_001_01C0F45C.74D7F800 Content-Type: text/html; charset="iso-8859-1" <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN"> <HTML><HEAD> <META HTTP-EQUIV="Content-Type" CONTENT="text/html; charset=iso-8859-1"> <META content="MSHTML 5.00.2614.3500" name=GENERATOR></HEAD> <BODY> <DIV>Bully!</DIV> <BLOCKQUOTE> <DIV align=left class=OutlookMessageHeader dir=ltr>-----Original Message----- From: owner-effortless@lists.xmission.com [mailto:owner-effortless@lists.xmission.com]On Behalf Of Njoythjrny@aol.com Sent: Tuesday, June 12, 2001 6:26 AM To: effortless@lists.xmission.com Subject: [effortless] our final coaching call </DIV>For our final call on June 27, I have taken on the task of coordinating the call (yes Mcmenamin, I am still working). I believe that this call, since it is the final call, should set the stage for our future successess. My thought is that each one of us go back to what our initial objectives, get a sense of what we accomplished, and restate what our new objectives are, now that we are masters of the client centered approach. What are the action items key to your indiviual success, and what do you need to do in order to assure success. By sharing this with each other, we could align ourselves with others with similar action items and help each other as time goes on. Thoughts, comments, ideas???????????? Mark S Singer CFP President Safe Harbor Retirement Planning, Inc. 152 The Lynnway, Lynn, MA 01902 ph (781) 599-2660 fax (781) 592-1140 </BLOCKQUOTE></BODY></HTML> ------_=_NextPart_001_01C0F45C.74D7F800-- - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message. ------------------------------------------------------------------------------- From: Njoythjrny@aol.com Subject: [effortless] for those in final 6-27 coaching call Date: 18 Jun 2001 16:03:08 EDT --part1_6b.15f052e8.285fb87c_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Please spend some time this week and put down those tasks you think are crucial to your future success. Our goal is to work together to help everyone achieve their big picture dream. Please send, via this mail site, by Friday so we can all review in time for the meeting. Also, it might be a good idea to include those successes accomplished this past year. Be they a clearer vision, more sales, commitment to the business, changed business model, or any of the 100 items we addressed and assimilated into our practices. It would be good for each person to sit back and reflect, and for the group, and other groups, to understand the journey. Thanks Mark S Singer CFP President Safe Harbor Retirement Planning, Inc. 152 The Lynnway, Lynn, MA 01902 ph (781) 599-2660 fax (781) 592-1140 --part1_6b.15f052e8.285fb87c_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit <HTML>Please spend some time this week and put down those tasks you think are crucial to your future success. Our goal is to work together to help everyone achieve their big picture dream. Please send, via this mail site, by Friday so we can all review in time for the meeting. Also, it might be a good idea to include those successes accomplished this past year. Be they a clearer vision, more sales, commitment to the business, changed business model, or any of the 100 items we addressed and assimilated into our practices. It would be good for each person to sit back and reflect, and for the group, and other groups, to understand the journey. Thanks Mark S Singer CFP President Safe Harbor Retirement Planning, Inc. 152 The Lynnway, Lynn, MA 01902 ph (781) 599-2660 fax (781) 592-1140</HTML> --part1_6b.15f052e8.285fb87c_boundary-- - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message. ------------------------------------------------------------------------------- From: Njoythjrny@aol.com Subject: [effortless] re: last call Date: 20 Jun 2001 13:29:40 EDT --part1_b6.1726438e.28623784_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Regarding my biggest challenge - creating 6 - 8 outstanding strategic alliances (who will refer at least 2 - 3 clients per year, each) . The "problem" is to stay on track on what will be a frustrating journey of disappointments along the way. Time managment is key and persistence a must (not to mention my call reluctance). Regarding the successes, they really are too many to list. So many large and small wins along the way. Off the top - creating a vision, personally and business wise that fits me, becoming very focused on who I want to work with and what I wish to do with them, understanding and putting together the fee conversion program, conviction, conviction and more conviction, knowing where I want to be 5 years from now, simplifying the tasks necessary to assure my success (see above), a recognition that the issues and concerns I have about my business are not isolated just for me - but are issues we all are dealing with, firing 60 clients, understanding who my PROFILE client is, and so much more. All in all, a great year full of successes - it helped to establish the foundation for the new business model I am now forging and will bring more financial and personal stability for years to come. Mark S Singer CFP President Safe Harbor Retirement Planning, Inc. 152 The Lynnway, Lynn, MA 01902 ph (781) 599-2660 fax (781) 592-1140 --part1_b6.1726438e.28623784_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit <HTML>Regarding my biggest challenge - creating 6 - 8 outstanding strategic alliances (who will refer at least 2 - 3 clients per year, each) . The "problem" is to stay on track on what will be a frustrating journey of disappointments along the way. Time managment is key and persistence a must (not to mention my call reluctance). Regarding the successes, they really are too many to list. So many large and small wins along the way. Off the top - creating a vision, personally and business wise that fits me, becoming very focused on who I want to work with and what I wish to do with them, understanding and putting together the fee conversion program, conviction, conviction and more conviction, knowing where I want to be 5 years from now, simplifying the tasks necessary to assure my success (see above), a recognition that the issues and concerns I have about my business are not isolated just for me - but are issues we all are dealing with, firing 60 clients, understanding who my PROFILE client is, and so much more. All in all, a great year full of successes - it helped to establish the foundation for the new business model I am now forging and will bring more financial and personal stability for years to come. Mark S Singer CFP President Safe Harbor Retirement Planning, Inc. 152 The Lynnway, Lynn, MA 01902 ph (781) 599-2660 fax (781) 592-1140</HTML> --part1_b6.1726438e.28623784_boundary-- - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message. ------------------------------------------------------------------------------- From: "David McMenamin" <horizon.financial@worldnet.att.net> Subject: [effortless] Filing System Date: 25 Jun 2001 08:49:44 -0700 In July we are going to be updating our filing system. Presently we have a system that has been built over the last 10yrs with the help of previous and current secretaries. There is presently no overall coordination. Does anyone know of a company that you can buy a filing system that is designed for the investment advisor/planner? Seems that there should be one out there. Topics that range form compliance(which our b/d gives us) to marketing, to office equipment and ins, employment contracts, etc Regards David McMenamin President Horizon Financial Group,L.L.C. 6300 E. El Dorado Plaza Suite 400 Tucson, AZ 85715 (520)751-4300 fax (520)751-6340 www.horizonfinancialgroup.net - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message. ------------------------------------------------------------------------------- From: "Nancy J Sash" <Nancy.J.Sash@aexp.com> Subject: Re: [effortless] Filing System Date: 25 Jun 2001 11:15:15 -0500 David, Duncan Mcpherson is involved in a joint venture with another company that has a program that sets up all kinds of systems and procedures. Basically they will help to set up all office and human resources procedures and manuals so that someone could walk in and run your business. How much they concentrate on filing systems, I am unsure. You can learn more by going to Duncan's web site and there should be a link. I hope this is helpful. Nancy Sash owner-effortless@lists.xmission.com 06/25/2001 08:49 AM Please respond to effortless@lists.xmission.com cc: In July we are going to be updating our filing system. Presently we have a system that has been built over the last 10yrs with the help of previous and current secretaries. There is presently no overall coordination. Does anyone know of a company that you can buy a filing system that is designed for the investment advisor/planner? Seems that there should be one out there. Topics that range form compliance(which our b/d gives us) to marketing, to office equipment and ins, employment contracts, etc Regards David McMenamin President Horizon Financial Group,L.L.C. 6300 E. El Dorado Plaza Suite 400 Tucson, AZ 85715 (520)751-4300 fax (520)751-6340 www.horizonfinancialgroup.net - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message. - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message. ------------------------------------------------------------------------------- From: mricinak <mricinak@flash.net> Subject: Re: [effortless] Filing System Date: 25 Jun 2001 9:55:00 --=PMail:=_0004@@PcQot6BxmzI7DJp12wYM Content-Type: text/plain Content-Transfer-Encoding: quoted-printable David, I suggest you consider going to electronic filing. I have not done so, but if I were in your position, I certainly would consider it.I think it's only a matter of time before all of us will be going that route. There was a representative at our recent Northern California Regional Financial Planning Conference from laserFiche Document Imaging. His name is Jefrey Green. I don't have his phone number, but he's located in Torran= ce, CA and his e-mail address is JGreen@LaserFiche.com. Good luck! Regards, Michael D. Ricinak, CFP Certified Financial Planner, MBA Phone: (925) 746-7170 = Fax: (925) 930-6597 mricinak@flash.net Registered Investment Advisor: Sterling Financial Services, Inc. Securities Offered Through Michael D. Ricinak as a Registered Representative of Royal Alliance Associates, Inc.; Member NASD/SIPC; CA License #0772677 =3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D In July we are going to be updating our filing system. Presently we have a system that has been built over the last 10yrs with the help of previous and current secretaries. There is presently no overall coordination. Does anyone know of a company that you can buy a filing system that is designed for the investment advisor/planner? Seems that there should be one out there. Topics that range form compliance(which our b/d gives us) to marketing, to office equipment and ins, employment contracts, etc Regards David McMenamin President Horizon Financial Group,L.L.C. 6300 E. El Dorado Plaza Suite 400 Tucson, AZ 85715 (520)751-4300 fax (520)751-6340 www.horizonfinancialgroup.net - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message. --=PMail:=_0004@@PcQot6BxmzI7DJp12wYM-- - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message. ------------------------------------------------------------------------------- From: "David McMenamin" <horizon.financial@worldnet.att.net> Subject: Re: [effortless] Filing System Date: 25 Jun 2001 09:47:11 -0700 Nancy: Thanks for the info. Sounds like what I am looking for. Do you have the web address for Duncan's site? Regards David McMenamin President Horizon Financial Group,L.L.C. 6300 E. El Dorado Plaza Suite 400 Tucson, AZ 85715 (520)751-4300 fax (520)751-6340 www.horizonfinancialgroup.net ----- Original Message ----- Sent: Monday, June 25, 2001 9:15 AM > > David, > Duncan Mcpherson is involved in a joint venture with another company that has > a program that sets up all kinds of systems and procedures. Basically they > will help to set up all office and human resources procedures and manuals so > that someone could walk in and run your business. How much they concentrate on > filing systems, I am unsure. You can learn more by going to Duncan's web site > and there should be a link. I hope this is helpful. Nancy Sash > > > > > owner-effortless@lists.xmission.com > 06/25/2001 08:49 AM > > > Please respond to effortless@lists.xmission.com > > To: effortless@lists.xmission.com > cc: > Subject: [effortless] Filing System > > > In July we are going to be updating our filing system. Presently we have a > system that has been built over the last 10yrs with the help of previous and > current secretaries. There is presently no overall coordination. > Does anyone know of a company that you can buy a filing system that is > designed for the investment advisor/planner? Seems that there should be one > out there. Topics that range form compliance(which our b/d gives us) to > marketing, to office equipment and ins, employment contracts, etc > > > > > Regards > David McMenamin > President > Horizon Financial Group,L.L.C. > 6300 E. El Dorado Plaza > Suite 400 > Tucson, AZ 85715 > (520)751-4300 > fax (520)751-6340 > www.horizonfinancialgroup.net > > > - > To unsubscribe to effortless, send an email to "majordomo@xmission.com" > with "unsubscribe effortless" in the body of the message. > For information on digests or retrieving files and old messages send > "help" to the same address. Do not use quotes in your message. > > > > > > > - > To unsubscribe to effortless, send an email to "majordomo@xmission.com" > with "unsubscribe effortless" in the body of the message. > For information on digests or retrieving files and old messages send > "help" to the same address. Do not use quotes in your message. > - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message. ------------------------------------------------------------------------------- From: "Nancy J Sash" <Nancy.J.Sash@aexp.com> Subject: Re: [effortless] Filing System Date: 25 Jun 2001 12:42:03 -0500 David, Duncan Macpherson's web site is www.dma-inbound.com click the consulting and coaching program. Good Luck, Nancy _________________ Nancy J Sash Personal Financial Advisor American Express Financial Advisors Lic: CA 0C70261 (541) 245-2547 (888)610-8336 Fax: (541)858-9586 - To unsubscribe to effortless, send an email to "majordomo@xmission.com" with "unsubscribe effortless" in the body of the message. For information on digests or retrieving files and old messages send "help" to the same address. Do not use quotes in your message.