The Accountability Coach
Aim For What You Want!
Download Anne’s “11 Tips For Staying On Track” slides
Click here to download a copy of Anne’s PowerPoint slides for the 11 Tips For Staying On Track Masterclass.
Watch: 11 Tips For Staying On Track
Download Anne’s “Stop Procrastinating and Start Producing Bigger Results!” slides
Click here to download a copy of Anne’s PowerPoint slides for the Stop Procrastinating and Start Producing Bigger Results! Masterclass.
Watch: Stop Procrastinating and Start Producing Bigger Results!
Download Anne’s “4 Action Steps for Making More Money Without Working Harder!” slides
Click here to download a copy of Anne’s PowerPoint slides for the 4 Action Steps for Making More Money Without Working Harder! Masterclass.
Watch: 4 Action Steps for Making More Money Without Working Harder!
Download Anne’s “3 Proven Ideas That Help Advisors Achieve Even Better Results” Slides
3 Proven Ideas That Help Advisors Achieve Even Better Results
Watch: 3 Proven Ideas That Help Advisors Achieve Even Better Results Masterclass
Download Anne’s “Is Lack of Motivation Stopping You from Achieving Your Goals and Realizing Your Dreams?” Slides
Is Lack of Motivation Stopping You from Achieving Your Goals and Realizing Your Dreams?
Watch: Is Lack of Motivation Stopping You from Achieving
Your Goals and Realizing Your Dreams? Masterclass
Download Anne’s “5 Action Steps to Achieve Your Goals Sooner” Slides
5 Action Steps to Achieve Your Goals Sooner
Watch: 5 Action Steps to Achieve Your Goals Sooner Masterclass
Download Anne’s “Eliminate Time Wasters and Stop Settling for No Longer Acceptables” Slides
Eliminate Time Wasters and Stop Settling for No Longer Acceptables
Watch: Eliminate Time Wasters and Stop Settling for No Longer Acceptables Masterclass
Download Anne’s “Success or Mediocrity-Your Choice!” Slides
Success or Mediocrity – Your Choice!
Watch: Success or Mediocrity – Your Choice! Masterclass
Download Anne’s “Create a Results-Oriented Culture by Being an Effective Leader” Slides
Create a Results-Oriented Culture by Being an Effective Leader
Watch: Create a Results-Oriented Culture by Being an Effective Leader Masterclass
Download Anne’s “6 Tips for Getting More Clients Without Working Harder” Slides
6 Tips for Getting More Clients Without Working Harder
Watch: 6 Tips for Getting More Clients Without Working Harder Masterclass
Download Anne’s “Strategies to Increase Your Productivity and Your Income!” Slides
Strategies to Increase Your Productivity and Your Income!
Watch: Strategies to Increase Your Productivity and Your Income! Masterclass
Take Advantage of the High-Value Resources to Help You Accelerate Your Results
The Prioritized Action List (PAL) Sample – Free Download Spreadsheet
To help you and your team be even more time efficient, use a Prioritized Action List (PAL). This is a list of everything you have to do so you don’t have sticky notes, pieces of scrap paper laying around, or things in your head that you are trying to remember or afraid you will forget. Everything on the list in a priority order – hence the name – so you are more focused and on target to getting the most important tasks/activities done very single day.
Referral/Prospect Tracking Spreadsheet – SAMPLE – Free Download
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.
Business Opportunity Tracking Spreadsheet – SAMPLE – Free Download
When working with financial 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.
The Delegation List Sample – Free Download Spreadsheet
Download this Free Delegation List Sample to help you identify more activities to delegate so you are doing only what you can do and nobody else can.
The Time Log Sample – Free Download
Download my complimentary Time Log Sample and help you be even more time efficient so you are in a higher probability position to achieve your goals.
Support Team Performance Assessment Sample
Utilize this simple and effective performance assessment for every member of your team. Customize it for each person on your team.
Get 2 Articles Free about Client-Centric and Communication
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