Initial Statement: As you would say Eric, “Success takes as long as it takes”. This has been a year for me of input, examining, absorbing new ideas, failing at some of them, succeeding at others but realizing things do not have to be perfect, they just need to begin and they will be perfected along the way. This year will be the year of really moving out of my comfort zone. It should be fun & frustrating and take me to new places in my journey.
What I did well: I have formed a partnership with a few links:
1. Taken on a significant role in _______ membership cmts.
This will allow me to be of service to my members and to build strong partnerships with other insurance professionals.
2. Joined with an attorney who is a co-chair of the San Diego
_____ Attorneys. This will allow me to provide long term care to clients using their referrals. Also provide opportunities for speaking to their clients in groups.
3. Joined in partnership with an excellent financial planner.
That will provide an additional source of business & service.
4. Joined a LeTip Referral Group – weekly meetings to
Develop mutual business among 20 professionals.
5. Becoming involved in January in a tax seminar to market
To CPA’s & other attorneys.
Biggest Challenge: Time Management
1. I will design my schedule into blocks of time for morning
Calls: a. leads b. schedule talks in small business 1 Hr./day
2. Schedule Protégé Calls each month, be on Thursday calls
3. Schedule 2 – 1 week vacations per year
4. Schedule time for exercise (this is my hardest thing !)
5. Schedule meditation time
6. Write daily goals each evening for next day.
Success’s: Development of Partnering
So far this year my business has grown 99.4% ahead of last years. I attribute this to being involved in P.Protege Program. Although I have not been able to attend normal calls, my mind has changed and my focus has sharpened. I expect things to work out and do not look for problems, but see the way around each challenge. I avoid negativity like the plague. I am taking the partnering to a higher level (as mentioned above).
Yearly Production Goal
Total submitted business goal: $300,000 for year with majority of business coming from referral business. Hopefully leads will be generated from public speaking opportunities.
Areas Needing Support:
Finding groups to speak in front of regarding need of long term care.