Set Yourself Up For Success This Year

AdviserBlast – Quick Tips to Accelerate Your Practice

In this issue: Little steps to make big differences for 2011!


The first three weeks of this new year are already gone. Like every year, in just a couple of months, people will be saying, “Wow, I can’t believe we’re at the end of March already!” Time goes by, regardless!

What do you want to have established by then to ensure 2011 is a transformational year for you?  What new habits do you need to implement now?

As I’ve been reconnecting with my coaching clients after the holiday break, they have been even more excited about the possibilities and potential of 2011 than they were before Christmas.

Why the eager anticipation? They all have returned from their break positive and already on their way to a great year because of several key activities they are all doing. You can do them too, and set yourself up for a fantastic year.

1.  In addition to being specific about what they want to achieve this year, they have also spent time considering the benefits of achieving their goals.

Achieving goals is great and something to be proud of. But the results of your successful achievements can be even more fulfilling. If hitting your goal figures means getting a monetary bonus, go beyond thinking about the work to make the figures: also think about that vacation you will use the bonus money for. Imagine the fun you’ll have, being relaxed, listening to the refreshing sound of the ocean, and getting engrossed in a great novel.

Considering the benefits like this can be a great motivator to do the work needed to achieve your objectives and help you avoid those distractions that impede your journey.

2.  They recognize that introducing new activities into their business will feel difficult at first and anticipate the hurdles.

Systems that will lead to greater productivity can initially slow things down. These people are anticipating that, and so won’t get frustrated when it happens. They know it’s part of the process, and while it’s not necessarily enjoyable, they accept that the process is a necessary step toward adding efficiency and value to their business to benefit their clients.

One client is specifically spending time with her older clients, spread-sheeting cash flow information for them. The process is sometimes taking longer than she initially planned, but she is becoming more proficient at it, and her clients are already seeing her as indispensable and referring friends to her.

As you get more competent and confident with your new systems, they will become valuable tools to help differentiate you from your competition.

3.  They are scheduling specific activities and focusing on one action at a time.

In short, they are effectively time blocking: activities are planned and completed within specific time windows.

One client determined to set 5 client or prospect meetings per week for the next 3 months. Instead of calling people at random times in his day, interspersed among a range of other activities, he dedicates a pre-scheduled hour each day to booking appointments. He has concentrated on a specific, measurable goal and made deliberate time to carry out the activities to achieve that goal. He already has his calendar booked with meetings through mid-March. Now he has time to plan and prepare for these meetings with his team. Everyone is “on the same page” and moving forward with the momentum this has created in his practice.

Because he has seen the effectiveness of this focused attention over set time periods, he is now compartmentalizing his day more, fully focusing on each increment, and benefiting from allocating specific time to bigger, strategic business activities.

Don’t let another day just slip by! What seemingly small step can you take today which will take you and your practice one step closer to achieving that awesome vision you have for 2011?


Copyright Paul Kingsman 2011


As a motivational speaker and executive coach, Paul Kingsman helps financial services professionals successfully grow their businesses by taking practical daily steps to achieve outstanding long-term results. Combining his experiences as an Olympic medalist and his background as an adviser, Paul understands how to stay focused over the long haul, as well as the unique business challenges faced by advisers. Through his professional speaking and executive coaching he equips them to overcome distractions so they can get the money they need, the clients they want, and the time to do what they love.

To find out more about how Paul can equip you or your team to achieve outstanding results, visit or email him at

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