It's been said that no horse gets anywhere until it is harness. No steam or guest ever drives anything until it is confined. No waterfall is ever converted into light energy until it is channel. No train ever gets anywhere until there is a trick. No life ever grows great until it is focused, dedicated and disciplined. Similarly, up to this stage, what you have learned are strategies, tips and plans.
Here is where you need to implement what you have learned. Stop feel at a definite time each morning. Take the work seriously. You are now self employed. If you have an employee working for you, who you expect him or her to be in the office at 9am in the morning, this happy will significantly contribute to your success. Think about each call before you make it.
Know who to call and what you are going to see. Having a system to organize your prospects will help you to be more effective as long as prevent yourself from being overwhelmed with all the information to manage. Arrange a lunch or an appointment each day with a prospect client or a center of influence. Lunch meetings are a great opportunity to catch up with busy executives. While they may be busy throughout the day, lunchtime would be a break for them to meet up with you. Perform administrative work for policy owners or case preparation for prospects at hours.
Save the best hours for appointments or making calls. I usually spend my time during office hours arranging for meetings or attending meetings. I will perform administrative work at around 10pm to 12am or during Saturdays. Ensure that you have a full eight hours work schedule each day. If you are looking to earn a full time income, you need to at least eight hours every working day. Include calls on your existing clients each day.
Remember to keep in touch with your existing contacts. They are a valuable source of repeat business. during business hours, do only those things that are related to sales. avoid being distracted by non essential focus on the calls and appointments has planned for in the Whitney activities record. Include the half of an hour or hour of reading or studying each day. Be a knowledgeable resource in your area of specialization.
As much of the common information regarding financial planning can be obtained through the internet. You will need to go deeper in order to add value to the advice you dispense to your customers. Keep track of the numbers of calls and appointments each day. It is easy to assume that just because we are in the office every day, it means that we are working have a definite time for reviewing the day's work and for planning the next day. So stay organized and updated in your work. As you'll reach out to more prospects and generate more sales.
There will be a substantial amount of paperwork to attend to. While it may appear overwhelming at first, if you are to work diligently on the basis and stay organized, you will find that it is not that difficult and your income will start to grow steadily over time.