Is Your Success 90% About WHY or 10% About HOW & WHAT? - Leading Advisor

See What NAIFA Advisors Said In Our Survey.

Simon Reilly and Laura Reilly at NAIFA 2015 in Louisiana — Simon Reilly and Laura Reilly Tradeshow for the NAIFA 2015 Annual Conference in New Orleans, Louisiana

Laura and I upgraded our Tradeshow booth for the NAIFA 2015 Annual Conference in New Orleans October 3 – 5, 2015 by adding in the Podium sign; Apply Now For Your Free Book!

The Apply Now For Your Free Book Application asked the NAIFA 2015 Annual Conference attendees the following two Survey Questions;

What are the 3 biggest improvements you want to make in your business?
What are the 3 biggest roadblocks that are holding you back?

We sorted the Survey Questions Answers out into Eight Categories;

Subjective – 90% about the WHY you do what you do, the Values / Unmet Needs at the Core of both success and failure

1 Inspiration

Objective – 10% about the HOW and WHAT to do, the Behaviors at the Core of both success and failure

2 Vision / Plan
3 Information & Time Management
4 Delegation, Hiring, Team Building
5 Financial Controls
6 Marketing & Sales
7 Customer Service
8 Misc / Other

We found that the Survey Question Answer Percentages were the reverse of our Unique Approach.

21% of the Answers were Subjective – 90% about the WHY you do what you do, the Values / Unmet Needs at the Core of both success and failure
79% of the Answers were Objective – 10% about the HOW and WHAT to do, the Behaviors at the Core of both success and failure

Is Your Success 90% About WHY Or 10% About HOW And WHAT To Do? See What Advisors Said In Our Survey below.

We have a unique approach to you and your business. 90% of success and failure are about understanding WHY we do what we do and 10% of success and failure are about understanding HOW and WHAT to do. That said, you can get the HOW and WHAT to do strategies for vision, planning, time management, delegation, recruiting, and hiring for free online. We help advisors and managers understand the WHY; the HOW and WHAT to do then fall into alignment. For more on this, please refer to The Inspirational Tipping Point Book.

What are the 3 biggest improvements you want to make in your business?

1. Inspiration

☐ Better focus
☐ Build a good foundation
☐ Change the negative culture
☐ Consistency of effort
☐ Develop better habits
☐ Increase self-confidence
☐ Less stress to manage it all
☐ More significance
☐ More fun
☐ Overcome procrastination
☐ Re-energize my Why
☐ Self-respect

2 Vision / Plan

☐ Bigger office
☐ Creating structure /policies
☐ Goal setting
☐ Progression with my transition plan

3 Information & Time Management

☐ Better organization
☐ Go paperless
☐ Improve business processing
☐ More concise / time efficient
☐ More free time
☐ More time with family
☐ Technology
☐ Time management
☐ Tracking brokers and clients

4 Delegation, Hiring, Team Building

☐ Better-trained employees
☐ Communication
☐ Delegation
☐ Efficiencies of staffing
☐ Leadership
☐ Manpower
☐ Motivate agents
☐ Motivate my agents
☐ Move to management position
☐ Staffing / hire new personnel
☐ Team building

5 Financial Controls

☐ Control expenses
☐ Grow income

6 Marketing & Sales

☐ Automated system for conversion
☐ Closing
☐ Consistent activity
☐ Consistent production
☐ Expand markets
☐ Formulate and tell “my story”
☐ Get out of the office / do more selling
☐ Higher customer retention
☐ High net worth clients
☐ Identify and act on opportunities faster
☐ Improve staff sales
☐ Improve website
☐ Increase bonus
☐ Increase clients
☐ Increase sales
☐ Lead generation
☐ Make the right contacts
☐ Marketing
☐ Newsletter
☐ More in-depth financial cases
☐ More referrals
☐ More appointments
☐ More exposure
☐ More prospects
☐ More securities business
☐ Recruit more MGA
☐ Respect as a professional / expert
☐ Social media
☐ Standardize client acquisition
☐ Systematic growth of my book of business in the next 5 years
☐ Targeting

7 Customer Service

☐ Better confidence / opening conversation
☐ Better relationship with my clients
☐ Consistent process
☐ Communication
☐ Engagement process
☐ Follow up

8 Misc / Other

☐ Improve speaking skills for seminars
☐ Learn more
☐ More philanthropic endeavors

What are the 3 biggest roadblocks that are holding you back?

1 Inspiration

☐ Ability
☐ Call reluctance
☐ Change is difficult
☐ Doing what I should be doing when I should be doing it
☐ Effort
☐ Energy
☐ Experience
☐ Fear
☐ Fear of change
☐ Head trash
☐ Individualism
☐ Lack of motivation / passion
☐ Lack of confidence / analysis paralysis
☐ Me, myself, and I
☐ Negative culture
☐ Overcoming excuses
☐ People who don’t know the Why, feel like they have made it and are not willing to change
☐ Procrastination
☐ Recovery from stress
☐ Self-respect
☐ Unwilling to change