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2001-07-03
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From: "donna carter" <carter_donna@hotmail.com>
Subject: [vb_academy] how are you?
Date: 04 Jul 2001 03:24:17
Hi Jeff, Cameron, Charlie, William, Peter, Tom, Don and all you silent
correspondents. Hi Susan.
How are you all? Haven't heard from the vb_email network. As I recall no
one has been saying much. Cameron, did you get a response to your query as
you whether anyone else had fallen off the wagon of values based selling.
I'm hanging in there trying not to get discouraged. I hate the methodology
here at work and find it morally and ethically questionable. I could not
believe a much bally hooed meeting that we attended on working with high net
worth people. They had slides on the kinds of things that high net worth
people were interested in and it felt good to find that the work that we had
done on our high net worth people was validated. But it turns out the
majority of the meeting was spent on finding and using high net worth
people's "hot buttons".
There may be some ideas that are helpful in the meetings that I am required
to attend but it is to the point now that I screen it all out.
I got the tape from Bill Bachrach's teleconference from Nov 2000 and found
it very helpful. One question was on the kind of advertising would Bill
recommend. The answer none. You spend the time becoming the kind of
advisor that people trust and get your business from referrals. I love this
way of doing business but have not figured out how to live in the
environment that I am in and do this.
I was hopeful that I could go independent contractor i.e. franchisee in
January. It would be a challenge but I was looking forward to it. My
partner and I meet with the head honcho of the independent program. It
seems that the new requirements to do this consists of a certain level of
production ( we are OK here) and 40 plans each. I have 12. So the next
target is July 2002.
It is so ironic, I was at the Financial Planning Meeting the day before
where Bill was the keynote speaker. He said that he felt that the ideal
number of clients is 50 - 100, with a max of 200. So here I am mulling
"marketing" to get the requisite number. It is depressing to me to be in
this position.
I signed up for Ann Bachrachs telecoaching session last friday. It was
helpful in its focus on the whole process, the initial meeting, particularly
on the transitions. I have felt that my meetings were disjointed. A lot of
this is that it is only now beginning to be clear to me how all the pieces
fit together. Up to this point it has been more a matter of belief and the
fact that the process resonates with me and my values. ...more intuition
than anything else.
I recall that some of you have used the planning book for client's. How is
this working? When do you send the books? Are you sending the newletter's
too?
Hope to hear from you all.
Best regards,
Donna T. Carter
_________________________________________________________________
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To unsubscribe to vb_academy, send an email to "majordomo@xmission.com"
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-------------------------------------------------------------------------------
From: "Cameron Passmore" <cpassmore@pwlcapital.com>
Subject: RE: [vb_academy] how are you?
Date: 04 Jul 2001 15:23:05 -0400
I have still not gotten back on the wagon, directly, however, the VBS
theory has dramatically changed how I conduct business. By Bill's
standards, which one day I hope to attain, I am failing, but by many
other benchmarks, our business is doing great. Plus I am happy, I am
getting home at very decent hours to spend time with my young children,
and we are meeting our personal goals. I listen to his tapes, read his
materials, but have not become comfortable with the WIAMTY scripting.
Yes the problem is between my ears.
That being said, my practice and beliefs are totally different from when
I was in San Diego. Clients love the newsletters, and have gone out of
their way to say so. I feel that my relationships with clients is now
on a different level, and some recent very large cases have borne this
out. I am gathering business that I only ever dreamed of, and it feels
more natural and comfortable that ever before ... and I believe that is
also true for the clients as well.
Anyway, be in an environment that makes you happy, don't put up with
stuff that you do not believe in, and be around positive people.
Good luck.
Cameron
-----Original Message-----
Sent: July 3, 2001 11:24 PM
Hi Jeff, Cameron, Charlie, William, Peter, Tom, Don and all you silent=20
correspondents. Hi Susan.
How are you all? Haven't heard from the vb_email network. As I recall
no=20
one has been saying much. Cameron, did you get a response to your query
as=20
you whether anyone else had fallen off the wagon of values based
selling.
I'm hanging in there trying not to get discouraged. I hate the
methodology=20
here at work and find it morally and ethically questionable. I could
not=20
believe a much bally hooed meeting that we attended on working with high
net=20
worth people. They had slides on the kinds of things that high net
worth=20
people were interested in and it felt good to find that the work that we
had=20
done on our high net worth people was validated. But it turns out the=20
majority of the meeting was spent on finding and using high net worth=20
people's "hot buttons".
There may be some ideas that are helpful in the meetings that I am
required=20
to attend but it is to the point now that I screen it all out.
I got the tape from Bill Bachrach's teleconference from Nov 2000 and
found=20
it very helpful. One question was on the kind of advertising would Bill
recommend. The answer none. You spend the time becoming the kind of=20
advisor that people trust and get your business from referrals. I love
this=20
way of doing business but have not figured out how to live in the=20
environment that I am in and do this.
I was hopeful that I could go independent contractor i.e. franchisee in=20
January. It would be a challenge but I was looking forward to it. My=20
partner and I meet with the head honcho of the independent program. It=20
seems that the new requirements to do this consists of a certain level
of=20
production ( we are OK here) and 40 plans each. I have 12. So the next
target is July 2002.
It is so ironic, I was at the Financial Planning Meeting the day before=20
where Bill was the keynote speaker. He said that he felt that the ideal
number of clients is 50 - 100, with a max of 200. So here I am mulling=20
"marketing" to get the requisite number. It is depressing to me to be
in=20
this position.
I signed up for Ann Bachrachs telecoaching session last friday. It was=20
helpful in its focus on the whole process, the initial meeting,
particularly=20
on the transitions. I have felt that my meetings were disjointed. A
lot of=20
this is that it is only now beginning to be clear to me how all the
pieces=20
fit together. Up to this point it has been more a matter of belief and
the=20
fact that the process resonates with me and my values. ...more
intuition=20
than anything else.
I recall that some of you have used the planning book for client's. How
is=20
this working? When do you send the books? Are you sending the
newletter's=20
too?
Hope to hear from you all.
Best regards,
Donna T. Carter
_________________________________________________________________
Get your FREE download of MSN Explorer at http://explorer.msn.com
-
To unsubscribe to vb_academy, send an email to "majordomo@xmission.com"
with "unsubscribe vb_academy" in the body of the message.
To see other list commands, send "help" to the same address. Do
not use quotes in your message.
-
To unsubscribe to vb_academy, send an email to "majordomo@xmission.com"
with "unsubscribe vb_academy" in the body of the message.
To see other list commands, send "help" to the same address. Do
not use quotes in your message.