83 Ways to Make 2019 Your Career Year

How was your 2018?

Was it your Career Year?

What are your Career Year prospects for the year ahead?

Based on over 5000 hours of coaching and live presentations we have done with our wholesaler and management clients, here’s a list of 83 ways to ensure that 2019 exceeds your expectations:

• Commit to writing a good annual business plan
• Prepare for the next decade of wholesaling
• 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
• Make better use of voicemail 
• Perfect the ‘come to Jesus’ conversation so you don’t get monetarily taken advantage of
• Understand how to be more likable
• Get insights into how to thrive in the future
• 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
• Fix one thing to improve your productivity
• Give more than you receive
• 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
• Throw away your annual business plan
• Implement a Quarterly Success Plan
• Use technology frequently and creatively
• Make the best use of LinkedIn that you possibly can
• Tell more and better stories
• Use pre-meeting agendas
• Master the art of power entertaining
• Develop a most wanted list
• Strive to become a first call wholesaler
• Stay organized with Advisor Data Sheets
• Don’t get sucked into one hit wonders 
• Understand how our world of Distribution is changing
• Do your advisor recon before appointments
• Understand how to become irreplaceable
• 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
• Know that you have to get your teeth kicked in
• 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
• Learn wise lessons from our leaders
• 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
• Make more effective cold calls
• Have weekly meetings with your internal partner
• Liberally exercise your creative brain
• Don’t be tempted to hide behind busy
• Recognize that your to-do list will never go away
• Explore ways to make the job fun [again]
• Prepare now for the next recession/correction
• Be home when you are home
• Know that there’s money in being funny
• Get/keep your financial house in order
• Take time off to recharge
• See the world through your advisor’s eyes
• Be a leader among your peers
• Become a franchise player to your firm
• Get better organized with Evernote
• Become an even better version of who you already are
• 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
• Pay yourself first
• Learn lessons from those that came before you
• Know that this is the greatest gig on earth

If we can assist you (or your team) achieve more in 2019 please drop us a line and let us know.