"Taking Yourself to the Next Level"

The Monthly Newsletter from Don Sardella, Business Development Coach for Financial Advisors – December 2009



To all our highly valued clients and acquaintances:

Time to catch our breath and get a fresh grip

As our 2009 quickly wraps up to a close, I want to leave you with both our gratitude and our recommendations for completing your year powerfully as you prepare to launch yourself for 2010.

I, as well as many others with whom I have spoken, are stunned and amazed how quickly this year has moved by. We also anticipate that this next couple of weeks is a superb time to reflect back and plan forward. As we all know, though things may not always go according to plan, they always go better with a plan. As we have been discussing these types of ideas with clients in recent weeks, we are all feeling more grounded about how we are effectively proceeding into the future ahead.

This exercise is for your consideration and potential benefit. Glad to discuss, if you so choose.

Some Suggestions for Reflection and Planning
December 2009

In preparation for Your Best in 2010, may we suggest you invest some time and energy to consider the following questions, based upon your current perspective and experience?

We particularly recommend you schedule and invest at least one uninterrupted hour for this exercise and that you do it in writing.  We would be happy to discuss your results with you, if you think we can help.  This written exercise is designed to make your time, your life and your mission count even more, now and forever into your future.

A Quick Debrief and Summary of your professional work for 2009:

  • How is it going?  What have you been able to accomplish and fulfill?

  • What is working?  What is not working?
  • What are you learning?  What wisdom have you gained?
  • Which of your leadership and performance skills do you believe require more focus

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Your Goals/Plans for 2010, as a next step for your Future:

  • What are they exactly?  In what order?

  • Why are you so motivated to accomplish them?
  • Do you consider them truly doable?

  • What major challenges do you expect to encounter?
  • How will you handle those challenges, if they occur?

  • What do you think is most important for you to learn at this point in time? 
  • From whom and/or where can you learn this most effectively?
  • How do you intend to think/act differently that will allow for your accomplishments?
  • With whom might it be helpful to partner in order to accomplish your goals?

_____________________________________________________________________

We congratulate you in advance for investing your time.  This exercise is intended to serve your sense of fulfillment and the accomplishment of your goals for 2010 & beyond.

If you have any questions or suggestions or would like further guidelines,
please feel free to contact me at 925-609-6441. Thank you.

Stay tuned for more coming attractions to make the most of our time ahead in 2010.

As we pause and celebrate this Holiday Season, may you move with increasing resourcefulness during these historically challenging times.

Let us know what you are up to and what you might be up against.
We look forward to expanding our relationship and future efforts together.

hope you have a wonderful holiday break
and healthy, prosperous 2010

                                                         

With sincere and deep appreciation,

 

Coach Don  

 



Copyright 2009 all rights reserved. Don Sardella is a Business Development Coach serving Financial Advisors in their desire to create more profit in less time. His coaching program are delivered by means of teleconference calls, email and telephone. You are welcome to pass this “Coaching for Financial Advisors Newsletter " along to your friends and colleagues, as long as it is intact. The author of the “Coaching for Financial Advisors Newsletter" is Don Sardella. Contact him at don@coachingforfinancialadvisors.com or at Coaching for Financial Advisors - 4416 Sunlight Court, Concord, CA 94518-1925. For administrative matters and for further information about our coaching program and other products and services, contact Don at: 925-609-6441 (office), 925-609-6443 (fax).
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