The next six weeks and in particular my travels from June 12th – 24th are going to be unusually busy with the preparation for and delivery of financial advisor speaking presentations at the following;
- June 15th MDRT Vancouver, BC
- June 17th Great American Advisors Lake Tahoe, NV
- June 18th Great American Advisors Lake Tahoe, NV
- June 21st SunLife Sales Congress Toronto, ON
- June 24th SunLife Sales Congress Winnipeg, MB
So this means that I will be on the road for two weeks as I have to leave for Vancouver on June 12th for rehearsal on June 13th at the MDRT.
I feel like this is a New Beginning because I am as organized as I have ever been in my business and life with the following completed components in place;
- Empty Mind
- Prioritized Project List
- Time Blocked
- Quarterly Review
- Giving Thanks List For The First 4 Months
- SWOT
- Updated Business Plan
- Regular Management Meetings
- What Can We Quit?
- What Are We Tolerating?
- What Systems Do We Need To Put In Place?
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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