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Archive for June, 2012

Monday Morning Jump Start #13: Three Lists To Make It A Great Week

Posted By Michael Roby | Monday, June 25th, 2012

Management is difficult. Self-management is, for many people, MORE difficult. Financial advisors and other professionals face a weekly problem:

More Opportunities And Challenges Than Available Time

Time management experts offer a wide variety of solutions to help you take advantage of the opportunities and resolve the challenges. Consider three simple lists that will help you make this week productive, profitable, and fulfilling:

  1. Your Top Three Successes From Last Week. Why did they matter? What was the outcome? What are your next steps? What have you done to show your gratitude?
  2. Your Best 12 Prospects. How can you get them to say “YES!”? What needs to be done this week to get them to take the next step? What is the ideal outcome this week?  Set aside time daily to realize these opportunities. Call a MINIMUM of 3 per day, and ask them to take action. Move them forward or move them off the list. Then add your next three best prospects to the list.
  3. Three Projects To Complete This Week. Select projects that will grow revenue, provide value, or make you more effective. What has to be done this week? Who can help you? What time needs to be allocated to these projects and when will they be completed? Who has the ball?

Three simple lists; they can help you make this week your best ever!

Work Hard & Have Fun!™

Mind Your Manners

Posted By Michael Roby | Wednesday, June 13th, 2012

First impressions are important for everyone in business, especially financial advisors. But etiquette – or lack thereof – can kill sales. Yes, it IS important how you meet people, introduce yourself, entertain or be entertained. A story is told of a large money management firm, (who shall go unnamed) that chose to not hire a portfolio manager because of two thing that occurred at dinner:

  • He used the wrong bread plate.
  • He salted his meal before tasting the food. (If you won’t take the time to taste food before you salt it, will you go the extra mile when researching a company?)table_setting02

Is this over the top? Does it really matter if someone uses the wrong fork or glass? Maybe, maybe not, but as a mentor once told me, “If there is any doubt, the is no doubt.” So play it safe and represent yourself and your firm well.

CLICK HERE to read another article on the subject, and as always…

Work Hard & Have Fun!™

Monday Morning Jump-Start #12: Plan for Free Time!

Posted By Michael Roby | Monday, June 11th, 2012

I can hear you now…

“Free Time? FREE TIME? Has he lost his mind? It’s MONDAY!”

This Monday Morning Jump-Start™ has NOTHING to do with striving, achieving, and serving clients.  It involves…rest. Why in the world does this pop up on the radar on a Monday, when you have a full week ahead? As financial advisors you have calls to make, reviews to prepare…or maybe vacation to begin! So why discuss rest, relaxation, and rejuvenation, especially on a Monday?Playground

Because you need it.

We live in an era of non-stop motion. Over-scheduled and under-slept, we run on empty, tethered to technology that promised to ease our lives but somehow delivered more complications . Human Beings need rest. All of the world’s major religions call for a weekly day of rest. However, many of us want to sleep as little as possible. There is so much to do that sleep seems like a waste of time. Yet sleep deprivation is a profoundly effective means of human torture. Sleep, an essential time of rest and rejuvenation, benefits our minds and bodies in many ways. When you continuously don’t get the amount of sleep you need, you begin to pay for it in daytime drowsiness, trouble concentrating, irritability, increased risk of falls and accidents, and lower productivity.

But we need more than sleep; we need to rejuvenate while awake! Rejuvenation improves productivity, and in fact improves the the quality of our life for certain, in addition to probably extending our lifespan.

The Strategic Coach is an entrepreneurial coaching program which touts the idea of “Free Days.” Dan Sullivan, founder of The Strategic Coach has said, “…when many entrepreneurs become successful, they reach a point where it becomes increasingly difficult to move ahead. We call this common condition ‘Hitting The Ceiling of Complexity.'” This is a combination of too little focus when working and a lack of true Free Days, specifically set aside for rest, relaxation, and rejuvenation, without interruption or thought of work.

Visions of the 21st Century included a world where technology would eliminate the need for work. While technology indeed improves our efficiency and effectiveness, in some ways we have become slaves to technology. Part of rest means “unplugging.” Don’t check email or voicemail. Don’t catch up on your business reading. No business related social media. Get away from all that.

Why discuss all this today? IT’S MONDAY. You need to get to work!

Because rest and relaxation require scheduling. Sometimes it requires a little planning. You MUST build it into your schedule, or it won’t happen.

Take some time today to make certain your next “Free Day” is scheduled. If it requires a little planning, do it. If it involves others, get them involved! Ask for their help and input on making it a true day of rest. Once you have completed this today, then feel free to…

Work Hard & Have Fun!™