A financial advisor that I coach said to me that obtaining referrals is “luck of the draw.” I said how do you make the “luck of the draw” happen on purpose? He hadn’t really thought of it that way before. So we came up with a process to help him obtain referrals from professionals and… Read More
Let clients invest with you when they want to
In talking with someone I coach today, he mentioned that he has a 5-step sales process for obtaining clients. What do you think about having that many steps to obtaining a new client? What if the prospect is ready to buy in one or two meetings? I asked him that question. His response was that… Read More
Always put yourself in the highest probability position to achieve your goals
Prepare the night before for your next day’s events. Print out your schedule for the next day and have everything you need to realize the results you want from the activities listed. For every appointment or activity you do, you always want to think about what is the result you want to have happen and… Read More
Time Wasters
Time-wasters do nothing but impede or delay the ideal life you are committed to creating. The good news is they are simple to eliminate. They simply become something you used to do when you were okay with staying where you were. The difference now is that you are ready to move on and create your… Read More
Interruptions and Distractions Can be Costly Time Wasters!
Email can be one of the largest distractions and checking it first thing in the morning can detract your focus and be a time waster. Instead of checking it first thing, schedule 2-3 times per day where you check your email for a specific amount of time. Reviewing your email first thing in the morning… Read More
Add ‘Cushion’ Time to when Time Blocking Activities in Your Calendar
When you begin to calendar items, take a look at everything you have to do and how long you think it will take to get each one done and then add “cushion” time to each item, this will ensure proper time management. I haven’t been able to come up with a rule of them for how much extra time should be given… Read More