Financial Services, Speaker and Coach

Sometimes Monday starts out with the best of intentions…

Yesterday was a tremendously productive day! Some of the accomplishments included:

  • Helped annuity wholesalers craft exciting new sales ideas
  • Discussed the basics of how to fire a sales assistant professionally and compassionately with a financial advisor, as well as providing a list of questions for the next interview
  • Built a list of “What’s Next?” Closing Ideas for a client
  • Delivered a script for an invitation video for a wholesaling company
  • Guided a client to a better “Defining Statement”
  • Refined the story for a REIT Wholesaler
  • Composed and delivered a progress report for a group of business owners

Sounds like a great day! A lot accomplished, successful outcomes achieved, value delivered. My clients were happy, and each saw progress and gained clarity. So…what’s the problem?

I put myself behind, because I didn’t plan my day; I let it happen.

On Friday, when I should have been planning the coming week, (including time to writing this post for Monday publication,) I lost focus of the day. The day was designated to plan, prepare, and repair. I let it “take care of itself” and in the process, put myself in a bind by not planning for the coming week! As a result, I’m TWO days out of sync, and not nearly as effective as I could be due to the lack of planning.

There are four concrete morals to this story:

  1. Eat your own cooking
  2. Plan tomorrow today
  3. Plan next week this week
  4. Work your plan

MAKE SURE you leave today’s work with a plan for maximum accomplishment for tomorrow. And do the same for next week. Then execute.

Work Hard & Have Fun!™