61 Ways to Kill It in 2017

Reflect and recharge.

Two reasons why we love this time of year.

Looking back at your just about complete 2016, was it your Career Year?

Based on over 5000 hours of coaching and live presentations we have done with our wholesaler and management clients, here’s a list of 61 ways to ensure that 2017 exceeds your expectations:

• Commit to writing a good annual business plan
• Banish trinkets and trash – become strategic in your gifting
• 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
• Know what your toughest wholesaling competitor won’t tell you
• Find ways to outsource things that you shouldn’t be spending time on
• Stay current on your expenses
• Always be trial closing
• Automate and be diligent with your call report notes
• Have a system to thank the advisors that ‘brought you to the dance’
• Never neglect your COIs
• Implement a Quarterly Success Plan
• Use technology frequently and creatively
• Make the best use of LinkedIn that you possibly can
• Use pre-meeting agendas
• Master the art of power entertaining
• Develop a most wanted list
• Stay organized with Advisor Data Sheets
• Do your advisor recon before appointments
• Develop a systematized follow-up process
• Stop dwelling on daily sales, and focus on the right activity
• Expand your knowledge through podcasts – here’s ours
• Don’t confuse activity with results
• Form strategic partnerships with other wholesalers in the region
• Aggressively defend your prime selling time
• Make forward scheduling a habit
• Improve the quality and productivity of your office days
• Be clear on where your risks are
• Admit when you need assistance
• Do not burn any bridges
• Stop blindly assuming
• Develop better listening skills
• Become a well-informed student of the business
• Define and implement repeatable processes for your practice
• Create a solid client service model
• 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
• Deepen advisor relationships
• Avoid the fat and happy trap
• Expand your team judiciously
• Have weekly meetings with your internal partner
• 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
• Become a franchise player to your firm
• Get better organized with Evernote
• Understand the can’t lose wholesaler success formula
• Know that old dogs can learn new tricks
• Make the most productive use of your scheduler
• Know that your resolve will be tested
• Know that this is the greatest gig on earth

If you are looking for assistance with your next Career Year please let us know.