"Taking Yourself to the Next Level"

The Monthly Newsletter from Don Sardella, Business Development Coach for Financial Advisors – February 2007



To all our highly valued clients and acquaintances:

As you read this, we find ourselves over half-way into the 1st quarter of 2007. Question: 

Are you off to the strong start you envisioned, creating the momentum you intended to have

coming out of January to have a strong quarter and being set up for a banner year? 

Truth be known, many people I have been speaking with over the last couple of months finished 2006 and started 2007 with insufficient clarity to establish a powerful focus for achieving their most important priorities for 2007. My suggestion? Hit the re-set button.

 At the turn of the year, a majority were sidelined with unexpected life and professional distractions that they did not anticipate. Going back to the future, we encourage you to invest some time to freshly re-think and sharpen your focus for this year. How to do?

 Plan some time to plan and use Reflection and Planning Guidelines, such as those listed below, to insure you are doing all you can to set yourself up to win and to beat your best.

 I think you will be glad you did. Many others, including myself, most certainly are.

 

Some Suggestions for Reflection and Planning

February 2007

 

In preparation for your Best Year Ever in 2007, may we suggest you invest time/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 to date:
 

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

2.                  What is working?  What is not working? 

3.                  What are you learning?  What wisdom have you gained? 

4.                  Which of your leadership and performance skills do you believe require more focus?


Your Goals/Plans for 2007, 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 2007 & beyond.

 

If you have any questions or suggestions or would like further guidelines,

please feel free to e mail me at don@leadfromwithin.com Thank you.



Always looking to serve you with productive and revenue generating ideas. Enthusiastically yours,  

Coach Don

 



Copyright 2006 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 - 14428 N. Fountain Hills Boulevard - Fountain Hills , Arizona 85268-2856 For administrative matters and for further information about our coaching program and other products and services, contact Don at: 480-837-8342 Office 480-836-8551 Fax
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