| To all our highly valued clients and acquaintances:
Now that we are clearly past the first quarter and the full launch of 2007, many of you have spoken with us about both the need and the challenge to get more focused (or re-focused). Maybe you want to bring a stronger heartbeat to your 2nd quarter and build more momentum as we move further into the year. Maybe you want better life balance.
To begin, we recommend you first write out your “90 Day Ta Da List”. (also know as your Accomplishment List). What have you felt good about achieving in the last 90 days, since January 1 st, 2007? What have you learned since then? In today’s rapidly changing, fast-paced world, here is a great question to keep asking your business self periodically:
Knowing what you now know, what will you keep doing? What will you not do? Change? Add?
Time to now set Your 90 Day Goals. 90 Days, according to research, is the best time frame for us to establish a campaign type focus - not too long to get boring & long enough to hold our interest & develop momentum.
Attached, you will find a simple worksheet form to do just that. (click here for Your 90 Day Goal Sheet) Consider "who do I need to be (possibly partner with) and what do I need to do (maybe learn) to have a banner quarter while fully enjoying the process?" Are you going to make sure you have thoroughly delighted clients? Try to open 10–20 new relationships? Generate stronger stamina and higher energy levels through better self care? Read more broadly?
For those with whom I have worked on this 90 Day Goal Setting Habits over the years, they report a more proactive focus on things they can control outside of current market conditions, thus gaining increased client contact, getting more referrals, identifying more assets for their prospecting pipeline & setting up more business for faster closure.
I believe you have the potential to do the same and more. If you would like to connect sometime during the month of April or if you would like to dialogue about the 90 Day Goal Sheet, e-mail me at don@coachingforfinancialadvisors.com or call 480-837-8342.
A potentially timely idea? Here is a draft referral request letter for you to consider.
I always appreciate your trust and the confidence that you place in us. Given the many choices you have about where to invest your hard-earned assets, I highly value our relationship and want you to be fully satisfied with every aspect of the attention that you receive from us.
It is obviously tax season and also the start of spring-time - a time for reviewing important financial matters and as some would say, a time for new beginnings.
On the shoulders of making sure that you first are well-served, we also realize that you many know other friends and colleagues who might benefit from another fresh perspective about their financial portfolio and how they are currently receiving service.
To that end, I am enclosing a couple of brochures, in the event that such discussions may come up in a future conversation with others you meet.
As I hope you know, I will treat your family, friends and business associates with the same respect, courtesy and confidential professionalism that I believe you have come to expect from me. I will call you in the near future to seek your feedback.
In the interim, if there is anything I can do to be of additional value for you, please do not hesitate to call. I look forward to speaking with you again soon.
Most sincerely,
(FA Name)
(Title)
Good luck going into the 2nd quarter, with one more quote for the road.
Believe while others ….
By William Arthur Ward
"Believe while others are doubting.
Plan while others are playing.
Study while others are sleeping
Decide while others are delaying.
Prepare while others are daydreaming.
Begin while others are procrastinating.
Work while others are wishing.
Save while others are wasting.
Listen while others are talking.
Smile while others are frowning.
Commend while others are criticizing.
Persist while others are quitting."
Always looking to serve you with productive and revenue generating ideas.
Enthusiastically
yours,
Coach Don
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