It’s Tuesday, October 16th and I am flying to Saskatoon to speak at Advocis North Saskatchewan on Wednesday and then I’ll fly to Regina to speak at Advocis South Saskatchewan on Thursday and I will fly home the same day.
It’s 10 weeks to the holidays and if you plan it right, Friday, December 21st will be your last day of work until Monday, January 7th, 2013.
I’m using this flight time to plan this and blog about it at the same time.
This has been an extraordinary year for Leading Advisor and I’ll leave my list to give thanks for, for a future blog.
Here’s my list of what I am committed to completing by Friday, December 21st:
- ID Block Time to complete the following …. That is the key, block the time and the rest will take care of itself
- Continue to provide our clients with extreme care
- Continue to focus on our 2013 speaking marketing plan
- Integrate our Budget Cash Flow, Sales Activity Calculator and CRM
- Complete and Launch the new Values Discovery Process Product
- Convert E-Newletter from AWeber to Infusionsoft
- Write E-Newletters for October – December
- Complete and Launch the new One Page Business Plan Product Video
- Complete NAIFA Las Vegas Marketing
- Complete Infusionsoft Training
- Update the colors of our PowerPoints
- Identify Unique Prospect Lists for Infusionsoft Campaigns
- Replace or Update CRM
- Upgrade my Information Management System
- Purchase iPad Film Mount and learn to film with iPad
- Finish learning Camtasia
- Organize Office / Filming
- Hire USA Accountant
- Give written thanks for everything that Leading Advisor has accomplished in 2012
- Acknowledge each Leading Advisor team member for a job well done
- Review Job Descriptions and create 2013 Delegation Plan
- Review our 2012 One Page Business Plan
- Write our 2013 One Page Business Plan
- Write our 2013 Social Media Plan
International Values and Behavioral Analyst, Business Coach, Speaker and Author
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