Paraphrased from my coach to you:
“Until you have a compelling vision for your business, an elevating elevator speech, a distinct niche market and branded products/services, a growing reservoir of potential new clients, a flowing marketing funnel, fantastic strategic alliance partners, a crack team of support staff and a healthy work/life balance, HOW can you hope to build a thriving long-term future in the financial services industry? It could be time to make what could be the most important decisions for your career.”
To all our most valued clients and acquaintances:
Another challenging year, to say the least. And here it is, mid-year, once again –
this is one of the best times to reflect, refresh, renew, revitalize, refocus, re-determine, recommit
We want to offer you some guidelines (suggested written exercises), designed to make the most of what you have experienced so far this year, as well as prepare most effectively for finishing well as we head into the 2nd half of 2005.
Our continuing commitment is to assist you in designing/creating/having whatever you constitute as a great life and then to help you develop your business model to support the pursuit of your highest life dreams
To put this all in a timely light, let us consider the following ideas:
"...reflection is vital - at every level, in every organization -
and because burnout is a very real threat
in today's hectic atmosphere, all executives should practice
the new three Rs: retreat, renewal, and return."
from the bestseller, "On Becoming A Leader" by Warren Bennis
SOME SUGGESTIONS FOR MORE EFFECTIVE REFLECTION & PLANNING
June 2005
In preparation for your work for the balance of 2005 and beyond, we highly advocate that you invest sufficient time and energy to seriously think about the questions below. We specifically recommend you 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 be of further assistance. This written exercise is designed to make your time, your life and your business count even more, now and in the future.
A QUICK DEBRIEF AND SUMMARY OF THE YEAR TO DATE:
How is it going? What have you accomplished and fulfilled?
What worked? What did not work? What did you learn? What wisdom have you gained?
Which of your business development and management skills deserve more focus, consistent with your goals? |
YOUR GOALS AND PLANS IN PREPARATION FOR THE BALANCE OF YEAR 2005 AND BEYOND:
Take a fresh look - what do you want to create and accomplish with your business in the next 3 to 5 years?
What's going to make your year? What exactly are your top 3-5 goals for the balance of 2005? In what order?
Why are you so motivated? (what'll get you flying out of bed in the morning, everyday?)
What do you anticipate might possibly get in the way of you making it happen?
How will you handle those challenges (including your biggest fears), if they occur?
What do you think is most important for you to learn at this point? From who/where?
With whom might it be helpful to partner/mentor/network/alliance in order to accomplish your goals? |
We congratulate you, in advance, for investing your precious time and creative energy. Over the years, many have reported to us the continuing value they have gained from consistently completing a version of this process.
As previously stated, this written exercise is intended to serve the substantive accomplishment of your most important goals for 2005 and beyond. To discuss it further, please e-mail me at don@coachingforfinancialconsultants.com
Looking to serve you with productive and revenue generating ideas. Til the next time, I am
Enthusiastically yours,
Don
PS - newly improved website available for your perusal – further resources and announcements to come
www.coachingforfinancialconsultants.com – we invite you to take a look – let us know what would best serve you
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