Life Mastery Now! - Issue 11-08-02
www.allinspired.com
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LIFE MASTERY NOW!
The biweekly Business and Life Mastery Newsletter Dedicated to Helping You Get What You Want and Live Life On Your Own Terms.
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Keep Your Business Simple!
Karoleen Fober
Ever notice how sometimes your business can seem overwhelming? Are things piling up on your desk? Do you feel like putting up your hands and giving up?
Don’t despair. You can keep your business amazingly simple ...and profitable!
In any business, there are usually 3-5 Key Tasks that you must execute to achieve your success. What are they? Isolate them and write them down.
Many of my financial advisor clients agree that the following are their 3-5 Key Tasks:
- Prepare for the appointment and create a written
agenda.
This allows you to make sure all the forms, information, and
anything else you will need are gathered and ready and
you’ll be following a track that is designed for success. Do this
the week before your scheduled appointment. (This step is
a must if you consider yourself a professional. Only amateurs
would even think of skipping this one!)
- Have the appointment and check off each point of
the agenda as you go.
Make sure you are prepared and propose or ”close” at least 2-5 products, solutions, or services at every appointment. Have the applications READY!!!
- Complete your follow-up tasks as quickly as
possible after your appointment is completed (letters, phone calls for
additional information, delegate to assistant any additional tasks, etc.).
By doing this you will be able to close the file and be present for the rest of your appointments and not have to stay late or go to your office on the weekends.
Now, we know there are several other tasks such as
marketing, getting appointments, paperwork, returning phone calls, reading
the mass of information that piles up on your desk, and on and on that also
need your attention.
Yet, the Key Tasks are the ones that you need to do FIRST to BE SUCCESSFUL!!
Almost everything else can be done by someone else or needs to be done AFTER
your Key Tasks are taken care of.
Remember, you can take care of your marketing by coaching your clients
to give you ideal referrals at the start of every appointment. You can
also set up your client’s next
appointment at the end of each appointment! Make sure you add these to your
checklist on your Client Appointment Sheet.
When you have completed your Key Tasks, here is what will happen:
- you will have a sense of accomplishment because you
have taken care of the priority tasks that will keep you successful.
- you will then have time to take care of anything
else that you choose to do including time for your family, innovation for
your business, even a golf game, fitting in your exercise time, or the
occasional emergency that might pop up when you least expect.
- you can begin to relax and enjoy your business because you will be making the income you need and taking great care of your clients!
Ready to have a simple and successful business?...
commit to doing your three to five key tasks FIRST...every week.
Here’s to keeping it simple,
Karoleen
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About the author:
Karoleen Fober is a business and life mastery coach. She specializes in
coaching financial advisors, business owners and other successful
professionals.
Sign up for her FREE e-mail newsletter, Life Mastery Now! at:
http://www.allinspired.com
Copyright Karoleen Fober
All Rights Reserved in All Media