42 Ways To Kill It In 2015

Based on the 900+ hours of coaching and live presentation work we have done with our wholesaler and management clients this past year, here’s a partial list of 42 ways to ensure that 2015 exceeds your expectations:

•  Commit to writing a good business plan – and reviewing it quarterly
•  Formulate rotations that are well informed by the data
•  Stick to the rotations you built
•  Learn to say no more effectively
•  Create and market your PVP – Peerless Value Proposition®
•  Write emails that get opened, read and acted upon
•  Perfect the ‘come to Jesus’ conversation so you don’t get monetarily taken advantage of
•  Understand how to be more likable
•  Deepen the relationship you have with your internal wholesaler
•  Find ways to outsource things that you shouldn’t be spending time on
•  Stay current on your expenses
•  Automate and be diligent with your call report notes
•  Have a system to say thank you to the advisors that ‘brought you to the dance’
•  Never neglect your COIs
•  Expand your team judiciously
•  Use technology frequently and creatively
•  Make the best use of LinkedIn that you possibly can
•  Use pre-meeting agendas
•  Do your advisor intelligence before appointments
•  Develop a systematized follow-up process
•  Stop dwelling on daily sales, and focus on the right activity
•  Don’t confuse activity with results
•  Form strategic partnerships with other wholesaler in the region
•  Aggressively defend your prime selling time
•  Make forward scheduling a habit
•  Improve the quality and productivity of your office days
•  Admit when you need assistance
•  Stop blindly assuming
•  Develop better listening skills
•  Become a well informed student of the business
•  Define and implement repeatable processes for your practice
•  Seek out improvements in your presentation skills
•  Know what is, and isn’t, worth falling on your sword for
•  Allow yourself the time for self evaluation
•  Challenge convention
•  Liberally exercise your creative brain
•  Explore ways to make the job fun [again]
•  Be home when you are home
•  Get/keep your financial house in order
•  Take time off to recharge
•  Be a leader among your peers
•  Know that old dogs can learn new tricks

If you are looking for assistance with your Career Year 2015 let us know – we have a few spots open for private coaching.

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