by Jobie Summer
I just completed a call where people asked great questions about how to obtain more referrals. I also discussed the details of the Referral Research Program starting soon.
Loved the enthusiasm! In case you didn’t hear, I made a special announcement on the call and you get to benefit. You might want to check this out first because it is a limited time offer.
Download the MP3 now – this takes a couple minutes but you can download the MP3 and put it on your i-pod
Download quickly and listen online
Click on the audio to discover some of the best ways to get referrals easily and have more fun!
P.S. As a reminder, spaces for the Referral Research Program are filling fast! Register now at www.resourcesforadvisors.com/rrp
by Jobie Summer
Wow! I went to see Avatar this week … truly a life changing movie for me.
I don’t want to give away any of the details but as I sat in my seat with the credits rolling down the screen tears swiftly began rolling down my face. I reflected on how the masses are viewing this movie and how the culture is open and receptive to the changes in our midst. I was so moved as I thought about the part we play in our future that tears kept flowing down my face and sobbing soon began. My friend that joined me asked if I was ok. “Yes”, I told her, “These are tears of pure joy”. I was awestruck by the difference made by a few committed individuals who made a decision to make a difference.
Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed it is the only thing that ever has – Margaret Meed
Why have I made this the topic of today’s blog? In that moment of credits rolling, I felt a more compelling commitment to make a difference as a steward of Socially Responsible Investing … I walked out of that movie even more invigorated around the work that I do and the work of so many of you. We are educators of a movement that is growing with such acceleration. For this commitment I say a big THANK YOU!
The movies that are popular are changing. Of course, the special effects are drawing some people in initially but the message is unmistakable … it is loud and clear. People are attending this movie multiple times to sit in the essence of this movie … to see, feel, hear and live this message in the fullness of the big screen. Remarkable!!!
After experiencing Avatar, I decided to look online to find the official definition of the word “Avatar”. I found many definitions but the one that really stood out for me was by Wordnet.
Avatar: a new personification of a familiar idea
When I look at the evolution of Socially Responsible Investing I see a new personification of a familiar idea. Socially Responsible Investing has been around for centuries in so many forms but now it is taking flight as it swiftly moves into the mainstream just as Avatar is history in the making as it hits the big screen. It is our job to help others understand the true impact of the choices we make each and every day with our money and with our lives.
Be the Change you Wish to See in the World – Mahatma Ghandi
by Jobie Summer
Getting started … what a perfect topic for this first ominous entry.
It seems appropriate that my first blog entry be focused on that step which is often the most challenging in any new venture – the first one. Even with this blog. I have considered writing a blog for years and never seemed to get around to it. Until today, of course … and now all future entries shall be easier as a result. Whew! What a relief to take that first step.
What great practice building ideas have you been meaning to implement
but just haven’t taken the first step?
By taking the first step to implement those creative ideas, you can share more of your talents and gifts with the world and help more people. I have started a teleseminar series to support financial advisors in their success:
Join us for a free teleseminar the first Tuesday of the New Year
January 5, 2010
11:00 Hawaii time – that’s 1:00 PST and 4:00 EST for the rest of you 
“How to build your practice faster, smarter, and with the least amount of effort”
What is your single most important question on how to build your
Socially Responsible Investing practice?
*This teleseminar will be customized based on the questions posed by the attendees. Click below to register and you will be directed to a page where you can ask a question or just register to join us on the call.
Below I have included ideas from other advisors to help you get the creative juices flowing in case you don’t know where to start:
- I want to start a formalized referral program but don’t know how to begin.
- I want to start attracting more clients with seminars but there is so much planning to do.
- I think it is time to take that giant leap to hire an assistant, a manager, a junior advisor but I’m afraid of the financial commitment.
We look forward to connecting with you the first Tuesday of each month for Teleseminar Tuesdays!
Until then be sure to focus on Living a Life you Love to Live!
Jobie
