Team Optimization: Becoming All You Can Be, Together

I frequently get questions about being an even better leader of your team. The article below by Mark Snow might give you some valuable insights.

 

I don’t use the word “team” loosely. It is entirely different than workgroup, department, or any other descriptor used for people who work next to one another. Literally or figuratively. Being part of a team connotes more than connected workflows. It’s about sharing a common mission, the selfless pursuit of goals, and the acceptance of roles that mean more to the result than they do to the individuals contributing to them.

 

That said – team harmony isn’t a given, even when well-meaning people have the right idea of “team” in mind. Conflict can (perhaps even should) occur. Each team is a unique mix. The dynamics created based on the predisposition and behaviors of the team-members can cause rifts, or worse. But with an individual sense of self-awareness – and an awareness of others on the team – every team can transcend the sum of its parts to reach heights no workgroup or department could ever hope to reach.

 

Here is a 4 Step-Starter Kit for Team Optimization

 

Step One: Gain an Understanding – Each team member is motivated, positively or negatively, by the undercurrent of the team behavior. But success begins from within. When each team member has a greater understanding of their own proclivities and preferences; how quickly they prefer to make decisions, the depth of their personal connection to other team members, their likely reactions to common team stress – and combine that with a similar knowledge of their team members – the sooner they will know when to push, when to hold back, and when to engage.

 

Step Two: Coming to Consensus – Most teams work with a nebulous mission and vision. Those are words commonly relegated to executive planning sessions, but they mean just as much to teams as they do to the organization as a whole. Teams that truly share a common mission go to bat for one another. They move towards goals with the same non-negotiable measures and behaviors in mind. When team members value different ideals, and act on them, the team acts like a ship with no rudder – sliding aimlessly from one to another. By committing to a team mission, you agree to make team decisions not only with the same long-term target in mind, but the same path as well.

 

Step Three: Avoiding the Negative – As I mentioned, teams will have conflict. But teams that adamantly avoid specific negative traits and behaviors have a huge advantage. By determining the negative traits to be avoided, for example; Being Pushy, or Indecisive, or Reactive, you can then determine what behaviors would constitute an infraction. Again, an example: A behavior of being Reactive may be to re-prioritize a critical long-term project several times in order to “put out fires”. When these behaviors are properly identified you will have a graphable measure, literally, of how often they are happening. If you could remove the most harmful commonly repeated team infractions, how much productivity do you think that may add?

 

Step Four: Becoming Personally Accountable – Now the hard part. Each team member should take time to think of the first three steps as they pertain to themselves, and document their own personal impact. It is always easier to advise others than it is to make changes in yourself, but if you are to become an optimal team there are 4 questions to openly answer.

 

If we are to become a great team:

  1. What am I not currently doing, that I need to begin doing right away?
  2. What do I need to stop doing today?
  3. What do I do well that I need to assert and leverage more often?
  4. What could benefit the team if I did less of?

 

For 15-years, Mark Snow has worked with hundreds of leading organizations on a variety of performance improvement initiatives specializing in the areas of leadership impact, strategic performance interventions, instructional design for classroom delivery, and defining success metrics to ensure alignment to business needs.

 

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Referral / Prospect Tracking Spreadsheet – SAMPLE – Free Download to Help You Keep Track of Potential Business

In my work with business professionals, I find that they often say to me that they have prospects that they haven’t followed up with (for whatever reason), or they lost track of some of the referrals people gave them. First of all, it’s hard to believe that someone wouldn’t have a process for tracking their referrals/prospects because that is potential revenue – but apparently this happens and probably more than it should. So, I came up with a simple tracking spreadsheet to help my clients better know who they have in their pool of prospects so they know where they are at in their pipeline, and they don’t lose anyone (or drown them) on the way.

 

Below are some stats which you may find very interesting about following up with prospects/referrals. I’m curious what you think about these percentages.

  • 48% of Sales People Never follow up with a Prospect
  • 25% of Sales People Make a Second Contact and Stop
  • 12% of Sales People Only Make Three Contacts and Stop
  • Only 10% of Sales People Make More Than Three Contacts
  • 2% of Sales are made on the First Contact
  • 3% of Sales are made on the Second Contact
  • 5% of Sales are made on the Third Contact
  • 10% of Sales are made on the Fourth Contac
  • 80% of Sales are made on the fifth to the Twelfth Contact  

Source: National Sales Executive Associates

 

To download my complimentary referral tracking spreadsheet to help you increase your revenue, go to http://www.accountabilitycoach.com/referral-tracking-workbook/

 

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Check out the LIVE broadcast from San Diego, August 16th!!

On August 16th-18th we are kicking off the next Client Acquisition Mastery Workshop in San Diego.

 

Although attendees of the workshop will be immersed in training and practice to build their skills and confidence for 3 full days, you have a unique opportunity to watch a LIVE video broadcast of Bill Bachrach’s opening Keynote presentation, “The Art of Building High-Trust Client Relationships.”  

 

Click the link below to register for the live broadcast

http://www.youradvisorroadmap.com/livestream?inf_contact_key=ff2d9335517c546fa4fa38159f12539900256e63a5e6e69fbcde9397acff47c3

 

When: August 16th at 8am PDT / 11am EDT

 

Join us for this LIVE online broadcast and discover:

 

– How to create a strong emotional connection between you and your existing / prospective clients which will create the most important aspect of any relationship, TRUST.

– How to facilitate a meaningful experience that will get your existing and prospective clients discovering what’s truly important to them which will move the needle on their trust dial in the right direction.

– How to get a ‘Pre-Commitment’ from your prospective clients during an initial client interview by aligning your services and value with what’s most important to them.

– The #1 most common pitfall that most financial advisors do when meeting with prospective clients that shatters trust and puts you in the box, ‘…just like every other financial advisor we’ve met with.’

– Watch and learn the most effective process in the world for financial advisors to build trust quickly so you’re not only different than every other advisor, you’re better!

– Watch as I demonstrate LIVE a simple, yet powerful Values Conversation that could exponentially grow your business.

 

Click the link below to register for the live broadcast – August 16th at 8am PDT / 11am EDT

http://www.youradvisorroadmap.com/livestream?inf_contact_key=ff2d9335517c546fa4fa38159f12539900256e63a5e6e69fbcde9397acff47c3

 

This will be an extremely valuable presentation to your business, and you can watch the LIVE broadcast at no charge – all you have to do is register:

 

Click the link below right now to register for the live broadcast

http://www.youradvisorroadmap.com/livestream?inf_contact_key=ff2d9335517c546fa4fa38159f12539900256e63a5e6e69fbcde9397acff47c3

 

Register now and join us on August 16th live at 8am PDT from the Client Acquisition Mastery Workshop.

 

Bill is looking forward to having you join him LIVE on Wednesday!!

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Register Today: 4 Steps to Stop Procrastinating and Start Producing Results! Web Class

Have you ever procrastinated on something before? Procrastination, also known as dilly-dallying, dragging your feet, and excuse making is something we have all experienced at one time or another. Have you ever wondered why you procrastinate on some things and not others? For those of you who are familiar with procrastination, the issue is how can you stop procrastinating and start taking action?  Procrastination never pays off for anyone.

During this what-to-do and how-to-do-it web class I will share business success principles I share with the Advisors I coach who make middle six-figure to seven-figure incomes.  You will learn 4 tips for overcoming procrastination and the DOIT system that will help you be even more successful – professionally and personally.

By applying these action-able, results-producing strategies you can:

-You Accomplish More in Less Time

-Get More Clients

-Increase Your Confidence

-Increase Focus on Your Goals and Get To It

-Overcome fears that are holding you back from reaching your true potential

 

Web Class Date: May 25, 2017 Time: 1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT

Register today by going to: http://insurancewebx.com/4-steps-to-stop-procrastinating-and-start-producing-results/

 

I look forward to having you on the Insurance WebX Insider web class with me.

 

Can’t attend? Don’t worry. Register and you will receive a link to the replay.

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4 Steps to Stop Procrastinating and Start Producing Results! Web Class

Have you ever procrastinated on something before? Procrastination, also known as dilly-dallying, dragging your feet, and excuse making is something we have all experienced at one time or another. Have you ever wondered why you procrastinate on some things and not others? For those of you who are familiar with procrastination, the issue is how can you stop procrastinating and start taking action?  Procrastination never pays off for anyone. During this what-to-do and how-to-do-it web class I will share business success principles I share with the Advisors I coach who make middle six-figure to seven-figure incomes.  You will learn 4 tips for overcoming procrastination and the DOIT system that will help you be even more successful – professionally and personally. By applying these action-able, results-producing strategies you can:

-You Accomplish More in Less Time

-Get More Clients

-Increase Your Confidence

-Increase Focus on Your Goals and Get To It

-Overcome fears that are holding you back from reaching your true potential

 

Web Class Date: May 25, 2017 Time: 1:00pm ET / 12:00pm CT / 11:00am MT / 10:00am PT

Register today at: http://insurancewebx.com/4-steps-to-stop-procrastinating-and-start-producing-results/

 

I look forward to having you on the Insurance WebX Insider web class with me.

 

Can’t attend? Don’t worry. Register and you will receive a link to the replay.

 

 

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Strategies to Increase Your Productivity and Your Income! Web Class Replay Now Available

-Do you want to make more money? 

-Do you want more clients?

-Would you like to be even more productive so you have more time to do what you want to do?

-How would having better work life balance impact your professional and personal life?

 

There are only 168 hours in a week. We all have the same finite amount of time to work with. It is how you choose to use your 168 hours to achieve your goals is the key to your success.  Watch this high-value webinar and discover how to consistently focus on your highest payoff activities that put you in the highest probability position to achieve your goals and within the time frame you desire.

 

By applying these action-able, results-producing strategies you can:

– Increase Your Income

– Get More Done in Less time so You Are More Productive

– Achieve More of Your Goals

– Be Even More Focused on the Activities that Produce the Biggest Results

– Better Organize Your Time and Your Life

 

As a result of watching this content-oriented web class, you will discover

– How to Better Focus on your High Payoff Activities and What You Can Control

– How to Create and Execute a Simple and Effective Calendaring System

– How to Formulate a Game Plan for Maximum Productivity

– How to Create and Implement an Ideal Model Work Week for Goal Achievement and Success

 

What got you to where you are today probably isn’t going to be what takes you to where you ultimately want to go. Those thoughts, actions, activities have to change to move you even closer to your future goals. Begin today by watching this high-value web class at http://www.accountabilitycoach.com/iwebx-request-free-resources/. You will also gain access to many complimentary tools to help you be even more successful.

 

 

 

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Work Habits of the Most Successful and Trusted Financial Advisors Web Class

You’ve heard the saying that successful advisors do what unsuccessful advisors are unwilling to do. What exactly are those things that the successful advisors do? And what exactly are those things that unsuccessful advisors do?

 

In this high-content, what-to-do and how-to-do-it web class, Bill Bachrach will dive deep into the specifics of the activities that drive success and those that create predictable failure.

 

It’s not personality or luck or genetic predispositions that determine your success or failure as a Financial Advisor. It’s consistently doing certain things in a certain way that produces certain results.

 

This web class will cover 4 key elements:

– Client Service work habits

– Client Acquisition work habits

– Leadership work habits

– Time Management work habits

 

You will walk away from this webinar with total clarity about what to do to be highly successful and what NOT to do that, if you continue doing it, will trap you in the quagmire of mediocrity where most non-failures in this business spend their entire careers. (Sad, but true, that most advisors who don’t fail are not really succeeding either. Not failing is not the same as succeeding. Don’t settle for being average!)

 

Register today by going to: http://insurancewebx.com/the-work-habits-of-the-most-successful-and-trusted-financial-advisors/

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Business Opportunity Planner Worksheet – SAMPLE – Free Download

When working with business professionals, I find that they sometimes need to have a good idea of where they are at against their goals so they know if they are on track or off track. If they are off track, they have to figure out ways to fill the gap so they achieve their goals. In an effort to help them stay focused on what they need to do to ensure they are in the highest probability position to achieve their goals – or even exceed them – I created the Business Opportunity Planner Worksheet. This spreadsheet can easily be modified to fit your industry and how you track opportunities.

 

To download my complimentary business opportunity planner worksheet to help you focus on increasing your revenue, go to

http://www.accountabilitycoach.com/business-opportunity-planner-worksheet/

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The Values Clarification Exercise for Even Greater Success – Free 6-page Document Download

InfoGraphic-ValuesClarificationExercise-Download-SampleDefine Core Values to Align Successful Behavior and Goals

In order to successfully apply the principles and systems to help you experience even greater success, it is vital that you first identify your values so you can then create behaviors that support your values. When there is conflict or a discrepancy between your values and behavior or goals, success is impossible. Your values are basically the “why” behind your goals.

 

Values, Goals, and Behaviors must all be focused in the same direction for successful goal achievement, and when any one of them is out of alignment with the other, you will find yourself spinning your wheels. Your values will lead you in one direction, while your behavior leads you in a completely different direction, never allowing for your energies to complement each other. Download and complete this exercise to help you align your goals and behavior with your values so that everything is heading in the same direction. When goals and behavior are aligned with core values, you have the winning formula for success.

 

To download my complimentary 6-page values clarification exercise to help get you started on really defining your values, go to http://www.accountabilitycoach.com/values-clarification/.

 

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Happy New Year! Let’s kick some butt in 2017!

photo-happynewyear-2017-1I just wanted to take a quick moment to say how much I appreciate your business and continued support.

 

I’m very grateful for you and so many things in life.

 

It is a pleasure for me to be able to serve entrepreneurs and business professionals like you.

 

I believe that you and I have the ability to have a positive impact on this world. That’s why I’m so excited to serve our community.

 

2016 has been written and I hope our relationship will grow into something even more amazing in 2017.

 

When hard-working, values- and goals-driven people like you and I put our heads together, there’s no limit to what we can accomplish.

 

Thank you for your continued support and I hope you let me know how else I can be of service to you in 2017 and beyond.

 

I wish you a very healthy, happy, and profitable new year.

 

I welcome your comments and feedback on how I can help you make 2017 your best year ever.

 

Enjoy this short goal-setting article to help you create/update your 2017 game plan. Go to http://www.accountabilitycoach.com/4-tips-for-effective-goal-setting/ now.

 

Aim High,

Anne

The Accountability Coach™

The Accountability Pit-Bull™

photo-happynewyear-2017-2

 

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