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MDRT – The Inspirational Tipping Point Presentation – Part 5 of 5 – Balance Plan Reward Scorecard

Simon Reilly
inspirational-tipping-point
Read the rest of this series: Part 1 | Part 2 | Part 3 | Part 4

Welcome to Part 5 of 5 of my MDRT – The Inspirational Tipping Point Presentation. This is the submission that I provided to qualify to speak at the MDRT.

Balance Plan Reward Scorecard – Handout

So how do you understand what is preventing you from creating a bigger Values-based vision, leadership, time management and delegation and increasing your production?

Clearly this is about understanding your:

  • Values that drive Positive Feelings and Positive Beliefs
  • Unmet Needs that drive Negative Emotions and Negative Beliefs

Please refer to The Balance Plan Reward Scorecard and rate yourself on a scale of 1 to 10, one being low and 10 being high, in the 10 areas of your business.

How Do You Score on The Balance Plan Reward Scorecard?

To clearly understand your current situation, complete The Balance Plan Reward Scorecard ™. Rate your reactions to each pair of phrases. Decide where you score on the scale from 1 to 10. Add up your total from each column.

Financial Survivor Financial Advisor
1.

I lack focus.

1

2

3

4

5

6

7

8

9

10

I follow a written 5-year vision and business plan.
2.

I am not making as much money as I would like.

1

2

3

4

5

6

7

8

9

10

I am fully satisfied with the amount of money I am making.
3.

I have to get myself pumped when I am selling.

 1 2 3 4 5 6 7 8 9 10

I feel naturally excited about my work and I enjoy selling process.
4.

I feel I am not getting enough referrals.

 1 2 3 4 5 6 7 8 9 10

I am getting many great, qualified referrals.
5.

I feel that I am working too hard, with too many unqualified or C and D clients.

 1 2 3 4 5 6 7 8 9 10

I am getting many new high-quality clients.
6.

I try to serve anyone and everyone.

 1 2 3 4 5 6 7 8 9 10

I have branded my business and I am focused on a niche market.
7.

I do too many favors and I sell too many products.

 1 2 3 4 5 6 7 8 9 10

I am focused on profitable products and services.
8.

I feel completely overwhelmed doing things I don’t like to do.

 1 2 3 4 5 6 7 8 9 10

I do what I love to do and have a hiring system to delegate everything else.
9.

I have a lot of conflict in my business relationships.

 1 2 3 4 5 6 7 8 9 10

I manage my business relationships extremely well.
10.

I beat myself up when things don’t go right and I have lost my enthusiasm for my business.

 1 2 3 4 5 6 7 8 9 10

I always celebrate my successes and learn from my setbacks. I am achieving my true potential as an advisor.

ADD COLUMN TOTALS

 

 

YOUR SCORE ________

This should give you an indication of where your Unmet Needs, Negative Emotions and Negative Beliefs are interfering with your Values, business and life.

I’ll leave you with this quote: When there’s no understanding there is judgement and when there’s judgement there can be no understanding or inspiration. The definition of courage is living your Values.

Thank you very much. Enjoy the rest of your day.

Click here for MDRT – The Inspirational Tipping Point Presentation – Part 1 – First Seek to Understand

Click here for MDRT – The Inspirational Tipping Point Presentation – Part 2 – Success Has Everything to Do With Why

Click here for MDRT – The Inspirational Tipping Point Presentation – Part 3 – Unmet Needs, Negative Emotions and Negative Beliefs

Click here for MDRT – The Inspirational Tipping Point Presentation – Part 4 – Understand your Values