Now that you are clear on where you are having your challenges,
you can begin considering resources to help you resolve them.
Your formula for sales success begins with:
STEP 1 YOUR INNER GAME
Just as a foundation is critical to building a home, it is also critical
in creating a successful sales and/or marketing plan. While most
advisors, agents and brokers focus on their outer game and tactics,
the breakthrough for many advisors comes by improving their
INCLUDED IN YOUR INNER GAME IS YOUR:
LEvEL 3 “WHy”
PEak PErFOrmancE ScHEduLE (PPS)
• Affirmative goals
• Non-negotiable activities
• High-value, fixed, daily activities (HVFDAs)
and income-producing activities (IPAs)
Your vISION provides clarity on what you want to achieve and the lives you will impact.
Your peAk perFOrMANce ScheDule (ppS) provides a format
to ensure you complete the non-negotiable activities that allow
you to show up at your best and achieve optimal results. examples
include: adequate sleep, drinking enough water, eating a clean,
healthy diet, focusing your attention, and completing your exercise
regimen. Your ppS also keeps you on course to complete the critical
HVFDAs and IPAs needed to support your goals.
Your LEVEL 3 “WHY” is the main reason you are doing what you
are doing. Too often, advisors focus on their Level 1 “Why,” which
is about them. level 1 includes how much money you make or
what you drive. While it is important, it will only take you so far.
Next, is your Level 2 “Why,” which is about your family and community.
This includes where your family lives, who you serve and to what groups
and organizations you belong to. This is important but will also only take
you so far.
Your Level 3 “Why” includes your reason or purpose for existing. Mark
Twain said it best, “The two most important days in your life are the day
you are born and the day you find out why.”
When you are clear about your Level 3 “Why,” you understand why you
are here — making you unstoppable. You will not be phased by naysayers
because you are on a mission to change lives. You no longer let the small
stuff distract you because you have a mission to accomplish.