Slots & Replication Exercise and Worksheet for More Quickly Adding Ideal Clients

Worksheet and exercise for more easily replicating your Ideal Clients.

 

Have you ever thought about buying a new car and then you see that car everywhere you look when driving around town? When we think and focus on something, it makes it easier for us to create more reality around achieving or obtaining that. 

 

Check out the “Slots and Replication” exercise and worksheet to more quickly and easily help you add more ideal clients. When you clearly articulate the attributes and character of your ideal clients, you can create and activate a system for replicating them, also known as gathering referrals. This system of asking for and getting quality referrals is the lifeblood of the successful financial services practice and the only way to reach the ultimate goal of having a full community of great clients that you serve. If you are operating your business as a Trusted Advisor, you can expect your clients to willingly, eagerly, and graciously shower you with referrals.

 

I was recently talking with an Advisor who has 22 Ideal Clients. First of all, that is awesome for him. Now all he needs to do is replicate them to get the balance of the 28 Ideal Clients he wants to add to his community so he will be in a position to just serve those 50 Ideal Clients. We walked through how he can easily and quickly get referrals from his 22 Ideal Clients that would give him more than enough people in the pool to get his final 28 Ideal Clients. Easy peasy!

 

To download your complimentary exercise and worksheet, go to: http://www.accountabilitycoach.com/slots-replication-worksheet/

 

 

Share This Post

The Productivity Technique All Business Owners Should Master: Sleep

Benefits of Sleep

As a business owner, stress is unavoidable and sleep can be too. The two go hand in hand, and unfortunately the need to attend to your business supersedes a good night’s rest.  But should it?  Scheduling rest time for you is just as important as your business succeeding, and here is why:

 

The Benefits of Sleep

Receiving at least 8 hours of restful, uneventful sleep is recommended by sleep experts. The National Sleep Foundation suggests that adults 18 to 64 get anywhere from 7 to 9 hours every night. Adults ages 65 and older require 7 to 8 hours each night.  Rest allows our systems to take a break, and our minds too.  Every day all day we are thinking, learning, moving, exercising, and stressed, and 7 to 9 hours of rest each night allows for our systems to repair themselves as well as recuperate.  Plowing through your sleeping time can have negative effects.  You may not look well or feel well without enough rest.

 

Stress can be unavoidable at times. Stress and anxiety feed off each other and can increase our blood pressure and heart rates, often for much too long, especially if problems arise that need to be dealt with instead of going to sleep.  Our organs and systems need a break; a time to relax and not work so hard.  Sleep allows them this precious time to recover and gain strength which can help your body resist sickness and health issues.

 

Small business owners also need mental power. As the boss and CEO of your own business, it is up to you to solve the issues and make your business successful which is hard to do without letting your brain take a rest too.  Sleeping the suggested 7 to 9 hours each night improves cognitive abilities such as learning and retaining information.  When we are tired, many of us feel “fuzzy-brained,” a state in which it is hard to think or problem solve.  Rest lets our minds recover too and improves our thinking abilities so that you can accomplish more the next day.

 

How to Accomplish Sleep for a Business Owner

Setting a sleep schedule is one of the most beneficial things you can do for you and your business. Irregular sleep patterns can wreak havoc on our thinking abilities and our health. Stick to a consistent schedule each evening for the maximum benefits.  Choosing a bedtime and a wake-up time will help your body and mind regulate and adjust to the schedule, allowing you to fall asleep and stay asleep for a good rest.

 

If you do need to set a sleep schedule, avoid jumping into it. It is best to make the changes in small increments or else you won’t be able to fall or stay asleep because your body has not yet adapted to the sudden change in sleeping patterns.

 

Create the perfect sleeping environment. Dim lights, no T.V, tablets, or smartphones, soft music, and a fan are excellent elements to incorporate into your snooze room.  You want your bedroom to be a place to sleep and rest, so avoid conduct business or using computers or other electronics that might stimulate your senses and keep you awake all night.

 

Productivity Relies on Sleep

The correct amount of rest gives us more energy, mental stimulation, health recovery and immune strength and helps us to feel good and look good. Without sleep, your mental capacity will waver, and as small business owners we need to be ready and capable to tackle issues, information, and mistakes so we can be successful and operate a successful organization.

 

© Sarah Jones is the Editor of SleepyDeep.com. Feeling the repercussions of being an irregular sleeper, she decided to do something about it. She learned why sleep is so important and how to optimize it, and is now helping others who are struggling to find their right sleep routine.

Share This Post

How to Attract and Retain the Clients You Really Want

If you want clients to trust you, hire you, move all their money to you, follow your advice, keep working with you even when markets are down, and introduce you to everyone they know… you need to have exceptional communication skills.

 

Words matter a lot. What you say, how you say it, and when you say it can make all the difference in the world to your success or failure.

 

If you’d like to know exactly what to say and what NOT to say in order to attract and retain the clients you really want, we encourage you to attend a free training webinar hosted by top financial adviser coach, Bill Bachrach, next week on July 25th at 11am PDT / 2pm EDT:

 

Register for the July 25th complimentary webinar right now!

http://www.youradvisorroadmap.com/communication

 

Webinar Details:

Communication Skills: The Key to Getting More and Better Clients

 

Date: Tuesday, July 25th at 11am PDT / 2pm EDT

 

On this high-content webinar, you’ll discover specific actionable ideas for how you can improve your communication skills to build more trust with your prospects and clients.

 

Register right now for the free training webinar by going to http://www.youradvisorroadmap.com/communication

Share This Post

When you decrease your excuses, you will increase your results.  Duh!

 

  • How many times a day are you making excuses for not doing your highest payoff activities?
  • How often are you making excuses for choosing to do something with your time that isn’t the best use of your time to move you forward?
  • What excuse are you telling yourself for not doing the business development / revenue generation activities that you know you need to do so you can be even more successful?
  • What excuse are you making for not delegating activities that someone else can do so you are doing only those activities that you can do?
  • What excuse do you need to stop giving yourself so you can more quickly achieve your goals?
  • What excuse are you telling yourself to not terminate a staff member who isn’t performing to your expectations?
  • What excuses are you going to stop telling yourself so you can enjoy the kind of business and life you truly want to have?

 

I’m curious to know what your biggest excuse is that you are going to no longer accept so you can increase your results.  Feel free to share that with me.

 

Share This Post

“Stop trying to be different.” says Bill Bachrach

Bill recently wrote the following and I think it certainly gives you something to think about….

 

How often have you heard the advice that in order to be successful you have to be different? You have to stand out from the crowd, right?

 

At the recent FA Magazine Inside Retirement Conference, Gail Graham, the highly respected industry marketing expert from Fidelity and United Capital, described FA websites as the “sea of sameness.” Every advisor claims to be different because they have a better process, provide better service, and cares more. By trying to be different you all look the same.

 

Perhaps being different is the wrong goal.

 

Bruce Springsteen, the long-time Rock-and-Roll Hall-of-Famer and hit record-maker puts it this way, “More than rich. More than famous. More than even being happy. I wanted to be GREAT.”

 

Did Steve Jobs inspire his team and the world by saying, “At Apple we want to make products that are different?” Of course not!! Jobs, and the products his team designed, are renowned for being “insanely GREAT.”

 

Have you ever heard a superstar athlete talk about how they want to be different? Nope. They profess their desire to be one of the best who ever played the game.

 

Mohammad Ali didn’t shout, “I am the most different!” No, no, no! “I am the GREATEST.”

 

Being “different” is not a goal. It’s a by-product of a bigger goal.

 

You don’t want to be a different FA. You want to be a GREAT FA. Since most FAs have made a conscious decision to under-serve their clients and not be great, by being great you will be different.

 

What do you think about this?

Share This Post

The Difference Between DISC and Myers-Briggs

Here is what Tony Alessandra recently shared with me about the differences between DISC and Myers-Briggs.

He said: I am often asked about the difference between DISC and MBTI (Myers-Briggs Type Indicator®) and if there’s an advantage in using one over the other.

Both DISC and MBTI are assessment tools that provide insight into personality and behavior. Both are widely respected and used by individuals, organizations, institutions, and corporations worldwide. There are, however, a few notable differences between DISC and MBTI:

  • The DISC assessment is shorter in length than MBTI (typically 24-30 questions for DISC versus up to 90 questions for most MBTI tests).
  •  MBTI sorts individuals into 16 4-letter types. According to Wikipedia:

o   Extraversion (E)/ Introversion (I) Extraverted types learn best by talking and interacting with others. Introverted types prefer quiet reflection and privacy.

o   Sensing (S)/ Intuition (I) Sensing types enjoy a learning environment where the material is presented in a detailed, sequential manner. Intuitive types prefer a learning atmosphere where an emphasis is placed on meaning and associations.

o   Thinking (T)/ Feeling (F) Thinking types desire objective truth and logical principles and are natural at deductive reasoning. Feeling types place an emphasis on issues and causes that can be personalized while they consider other people’s motives.

o   Judging (J)/ Perceiving (P) Judging types will thrive when information is organized and structured, and they will be motivated to complete assignments in order to gain closure. Perceiving types will flourish in a flexible learning environment in which they are stimulated by new and exciting ideas.

 

DISC focuses primarily on four dominant behavioral types:

  • Dominance – These are forceful, take-charge people: direct, decisive, determined and often domineering. They’re born leaders who are neither shy nor subtle.
  • Influence – The friendly, enthusiastic High ‘I’ styles want to be in the middle of the action, whatever and wherever it is. They most value admiration, acknowledgement, and applause.
  • Steadiness – Steady styles are the most people-oriented of the four styles. Having close, friendly relationships is one of their highest priorities.  
  • Conscientiousness – ‘C’ styles are analytical, persistent, independent, and well organized. They prefer to work quietly alone, emphasizing accuracy and “correctness”.

 

MBTI assumes that personality is fixed and unlikely to change, while DISC is more open to the possibility that different situations and environments might bring out different behavioral traits in an individual.

  • MBTI is largely an indicator of how people think internally. DISC measures how personality translates to external behavior.

 

Generally speaking, MBTI is a good assessment tool for the individual looking for self-knowledge. MBTI results tend to be very personal and typically reveal a great deal about an individual’s inner self. Although this may sound like an advantage over DISC, this can in fact be a weakness. Because MBTI is so deeply personal and is based on a large amount of revealing data from the extensive MBTI questionnaire, people who take the MBTI may often feel uncomfortable sharing their results with others. This could make MBTI unsuitable or difficult to use in a public environment such as a business, organization, or corporation where team building exercises, corporate retreats, staff training, sales meetings take place. Because the DISC assessment is specific to whatever environment you have in mind when taking the assessment, results tend not to be as intimate or personal as MBTI. It’s easier for individuals taking the DISC assessment to share their results, confident that though the assessment results might reveal their work personality, their private self can remain protected.

 

Also, with 16 different personality types and acronyms that are often confusing, MBTI language often fades from the memory of the casual user very quickly. MBTI test-takers are often unable to retain useful information from their personality profile. DISC, on the other hand, offers all of the advantages of MBTI, but with a more user-friendly interface. The simple acronym “DISC” is easy to remember, and therefore makes a much more lasting impression on users. It’s typical for individuals taking the DISC assessment to remember their results years after taking the initial assessment.

 

Major advantages for DISC over MBTI for most situations:

  • People remember DISC long after they hear about it. Other models, such as MBTI, are more difficult to recall. It is hard to apply what you cannot remember.
  • DISC is easy to apply and is less theoretical than MBTI. Both are solid and widely used. It’s not a matter of which model is right, but which one best suits the intended use.
  • DISC can easily be visualized and explained in a circular or quadrant diagram.  MBTI may be helpful, but difficult to diagram in a simple manner. DISC can be illustrated in a way that even young children can understand. However, DISC is not so simplistic that it cannot yield in-depth insights.
  • DISC is not just for self-understanding; it provides a framework to understand others and adjust how you relate to them. MBTI is also helpful in this regard. However, to effectively apply the MBTI model for two people, you would then need to remember the right combination of 8 letters for both individuals and then attempt to figure out the implications on your relationship. DISC can be as practical as helping a Guarded person learn to be a little more aware and Open when the situation calls for it.

 

Dr. Tony Alessandra has a street-wise, college-smart perspective on business, having been raised in the housing projects of NYC to eventually realizing success as a graduate professor of marketing, internet entrepreneur, business author, and hall-of-fame keynote speaker. He earned a BBA from Notre Dame, a MBA from the Univ. of Connecticut and his PhD in marketing from Georgia State University (1976).

 

Known as “Dr. Tony” he’s authored 30+ books and 100+ audio/video programs. He was inducted into the NSA Speakers Hall of Fame (1985) and Top Sales World’s Hall of Fame (2010).  Meetings & Conventions Magazine has called him “one of America’s most electrifying speakers”.

 

Dr. Tony is also the Founder/CVO of Assessments 24×7.  Assessments 24×7 is a global leader of white-labeled DISC assessments, delivered from easy-to-use online accounts popular with business coaches and Fortune 500 trainers around the world.  If you are interested in learning more about these customized assessment accounts, please contact Tony’s team by going to https://www.assessments24x7.com/contact.asp.

Share This Post

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

 

Share This Post

Discover 5 Ways to Make 2017 Your Best Year Ever!

Best year ever - Comic book style word.Check out 5 Ways to Make 2017 Your Best Year Ever and Implement to Create Your 2017 Reality!

Click here now to watch this short video!

 

When you do these 5 things, you’ll be in a great position to thrive as we head into 2017. Feel free to share this short video with others.

 

Make it a great holiday season!

 

Aim High,

Anne Bachrach

The Accountability Pit-Bull™

http://www.accountabilitycoach.com/

https://peopleskillsnetwork.com/

 

– Subscribe to my iTunes Podcasts (http://itunes.apple.com/podcast/accountabilitycoach.com/id290547573)             

“I enjoy your Accountability Coaching Podcasts. They have been a wonderful help to me. You are doing a great job.” –D. Nelson, Charleston, SC

– Subscribe to my high-content Blog (http://www.accountabilitycoach.com/blog/) or Subscribe to my blog on Kindle and receive business success tips http://www.amazon.com/The-Accountability-Coach/dp/B003JBHR4Y/ref=sr_1_1?s=digital-text&ie=UTF8&qid=1315931264&sr=1-1
– Connect to me on Linked-in https://www.linkedin.com/in/annebachrach

– My Facebook page (http://www.facebook.com/TheAccountabilityCoach)
– Subscribe to my YouTube channel (http://www.youtube.com/annebachrach)

Share This Post

An idea without execution is nothing. ~ John Lee Dumas

An Idea Without Execution is Nothing.

An Idea Without Execution is Nothing.

 

I thought you would appreciate a recent email I received from John Lee Dumas.  He said:

IDEAS ARE NOTHING WITHOUT EXECUTION.

Anyone can have an AH-HA moment…but what are you going to do with it?

If you’re like most people…nothing.

Nothing until someone does something amazing with a similar idea and you elbow your friends and say, ‘I HAD THAT IDEA LIKE 2 YEARS AGO.’

Sure you did.

No, seriously, I’m sure you did.

But guess what?

Your execution score was a ZERO, so you lose.

What’s YOUR idea to help you more quickly make progress towards the achievement of your goals?

Cool.

Now, what’s your EXECUTION score? 

 

My question for you is, what are you going to do today to implement your ideas so you increase your execution score and be even more successful? 

Share This Post

Could you be delegating even more? My guess is YES!

InfoGraphic-Delegation-Download-SampleThe Delegation List Sample – Free Download

To help you be even more effective and efficient so you can achieve your goals at an accelerated rate, you can delegate more to your team members than you have or might think possible. Stop holding on to things that can be done by someone else and do only those activities that you can do and can’t be done by anyone else. Stop doing revenue generation /business development avoidance activities and delegate more! Successful people are excellent delegators so work at being an even better delegator and be even more successful.

 

To download a Free Delegation List Sample to help you identify more activities to delegate, go to http://www.accountabilitycoach.com/delegation-list-sample/.

Share This Post

Next Page »