Click here to download a copy of Anne’s PowerPoint slides for the 11 Tips For Staying On Track Masterclass.
Click here to download a copy of Anne’s PowerPoint slides for the Stop Procrastinating and Start Producing Bigger Results! Masterclass.
Click here to download a copy of Anne’s PowerPoint slides for the 4 Action Steps for Making More Money Without Working Harder! Masterclass.
3 Proven Ideas That Help Advisors Achieve Even Better Results
Is Lack of Motivation Stopping You from Achieving Your Goals and Realizing Your Dreams?
5 Action Steps to Achieve Your Goals Sooner
Eliminate Time Wasters and Stop Settling for No Longer Acceptables
Success or Mediocrity – Your Choice!
Create a Results-Oriented Culture by Being an Effective Leader
6 Tips for Getting More Clients Without Working Harder
Download Anne’s “Strategies to Increase Your Productivity and Your Income!” Slides
Strategies to Increase Your Productivity and Your Income!
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.
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![]() | No Excuses! Action Steps for Making More Money and Getting Better Results NOW!This book and audio program can help you improve the quality of your results, as well as making them easier to achieve, and ultimately experiencing positive results more quickly. The 9 Strategies for Making More Money and Getting Better Results Now discussed in this book and 10 audio program are designed to help you achieve more targeted results, in less time, and with less effort.
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![]() | Accelerate Your Results Coaching ProgramThis program is for those who would like to avoid time-sucking distractions and get focused on their highest pay-off activities so they can achieve their goals and enjoy the kind of life they truly want and deserve. Get on track and stay on track to accelerate goal achievement. >>Get more details now.
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![]() | Excuses Don’t Count; Results Rule!Through this book, you will discover how to enhance your overall quality of life by having a proven framework and easily implementable system for achieving your goals in the time-frame you want it. You will learn how to hit your personal and professional goals with absolute certainty. Available in 3 formats.>>Get more details now
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