"Taking Yourself to the Next Level"

The Monthly Newsletter from Don Sardella, Business Development Coach for Financial Consultants/Advisors – May 2005


 

To all our most valued clients and acquaintances:

A brief mid-2nd Quarter message: Focusing on Focus

I recommend that we declare the balance of the 2nd quarter as Implementation and Execution Time.

What better time to freshly service your clients with in-depth portfolio reviews, meet their CPA's, and let your best clients know about your availability to meet/work with more people like them. As we head into the summer months, this is a key time to energize our servicing/marketing efforts.

I highly suggest you choose 3-5 Absolute Must Action Items to finish the first half of 2005 well. Then allocate a blocked time period of 30-60 minutes per day to proactively focus and execute.

The idea is to utilize this pre-summer time to create momentum. As we all know – it's not the time we put it – it's what we put into the time. So, write out your top 3-5 Goals and post them.

Here are some key points for extremely busy people - based upon what I have observed and personally experienced:

#1. keep your 90 day written goals fresh and refer to them often, as you plan your months/weeks/days – considered the best time frame to launch new initiatives and systems

#2. Plan your week the week before and plan your day the day before. (top drawer principle)

A.  For weekly: Typically, there are 3-8 key priorities (big rocks), that represent you accomplishing 80-90% of what's most important. These may be key relationships, transactions, focused communications, appointments, projects, etc that really move you forward and generate momentum

B.  For daily planning – 10-15 minutes at the end of the day – review first thing in morning, after a good night's rest, to make sure it still make sense. Then go after it all with a full head of steam.

#3.  Fully utilize your “peak energy periods”, to most effectively address your highest priorities/biggest challenges – most people have periods when they have unstoppable energy. Simply stated, address your most challenging, complicated, intricate and meaningful priorities then. Invest/block 30-60 minutes for service/referrals/marketing – increase your hi-payoff time.

Upon the momentum of those achievements, you can address lighter situations later in the day, other required administrivia, etc with ease – this gets that required work done and keeps your best time free

#4.  Always remember that you can only do the best you can do and no other – keep yourself vigilant about continuous training and improvement – do whatever you have do to keep yourself highly inspired, energized and well-taken care of – can't give away what we don't have – exercise well, sleep well, eat well, love well – build an unstoppable and balanced foundation that won't quit

#5.  find ways to celebrate with those you work for and with – especially with staff and clients - enjoy the process of accomplishing as well as accomplishments, as you beat your challenges.

Looking to serve you with productive and revenue generating ideas. Til the next time, I am

Enthusiastically yours,

Don

Special Announcement:

Newly improved website available for your perusal – more resources and announcements to come

www.coachingforfinancialconsultants.com – we invite you to take a look – let us know what will serve you best

 


Copyright 2005 all rights reserved.

Don Sardella is a Business Development Coach serving Financial Consultants/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 Consultants Newsletter " along to your friends and colleagues, as long as it is intact. The author of the “Coaching for Financial Consultants Newsletter" is Don Sardella. Contact him at don@coachingforfinancialconsultants.com or at Coaching for Financial Consultants - 14428 N. Fountain Hills Boulevard - Fountain Hills , Arizona 85268-2856

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