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What's Your Theme for 2017?

We are into the first few weeks of the new year and I’m sure you’ve seen many articles talking about setting a “theme” for the year. There is definitely merit to this approach and can help bring your goals and business plan to life. Oprah asked her team to think about these questions:

  • What do we want 2017 to bring to our lives?
  • What should it show us, teach us and inspire in us? 

They came up with the theme of "Adventure” for 2017. This one might be a little tricky to apply in the highly regulated financial services industry, so I wanted to share some other examples we have seen from teams we are coaching.

 

One advisor wants to feel more “Dialed in” to his business and personal life.  Another team was frustrated with the lack of progress they made on some tasks last year so they set their intention for 2017 as “The Year of Getting S*it Done!” Another chose this as the year of “Strategic Alliances.” Some other examples might be improve, connection, finish, momentum and grow.

 

In a time when we and our clients are faced with a lot of uncertainty, focusing more on core feelings and intent may seem a bit “out there” but can help put a purpose behind purely financial targets. It can also bring your team together if you share it with them. It can help tie your personal and professional aspirations together as well so you are building a business that supports your life rather than having a business that runs your life. 

 

What are some of the core feelings and intentions you would like to drive you in 2017?  

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New Momentum Newsletter

The Personal Coach Winter 2016 Newsletter for financial advisors is here! Our latest newsletter is packed with tips and ideas to help amplify your business. To view the newsletter, click on the image below.

 

 

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Advisor Success

The Personal Coach Spring 2016 Newsletter for financial advisors is here! This newsletter is packed with tips and ideas to help you and your business. To view the newsletter, click on the image below.

 

 

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Sales Congress 2016

My colleagues and I were fortunate to attend the 2016 Canada Sales Congress. It featured 15 financial advisors (3 of which have worked with The Personal Coach), from across Canada and from various stages in their careers speaking on their best practices and what has propelled them to the top. 

 

We noticed several overriding themes throughout the presentations:

  • A passion for the insurance/financial industry and serving people - both clients and the community at large.
  • The importance of having clearly defined systems and processes in place to run all aspects of the business.
  • A drive to continually be learning and expanding their knowledge, bringing in other specialists as required.
  • Hiring a coach to provide confidence, focus and freedom – many of the top performers only worked four days a week with several weeks of vacation. 

We would highly recommend attending this conference next year. 

 

Please contact us if you have any questions.

 

Thanks!

 

 

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