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Coach’s Corner
- 1. Welcome 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 2. 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 3. Today’s Agenda • Introduce “Coach’s Corner” core program concepts • Marketing and Branding for today’s competitive markets 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 4. What is the Coaches Corner? • A practice management, life planning, coaching program geared specifically for entrepreneurs • A program designed to create success and improve your quality of life through specific tools, methods, and activities • A program that helps participants reach their true potential in life and business by presenting a new way to think about life and work 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 5. The Coach’s Corner A three module program that covers: 1. Goal Setting – Set & EXCELerate towards your goals! 2. Self Evaluation – Determine what makes you EXCEL 3. Business Planning – Develop a plan to EXCEL 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 6. Module 1: Goal Se[ng Set & EXCELerate towards your goals! • Use multi-dimensional goal setting to prioritize and track your progress • Define success today to help put your goals in perspective • Create your ideal work day by setting goals and staying positive 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 7. Putting Goals in Perspective A clear vision for success will help you EXCEL List the five most important business and professional goals chronologically: Lifetime Goals Intermediate Term Goals (1-5 years) Short Term Goals (< 1 year) 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 8. Reaching Your Goals Three Keys: • Stay diligent in goal-setting and use a system that manages your time properly • Plan for the future today…examine your past successes and your current opportunities • Focus on what makes you EXCEL! 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 9. The Performance Plateau Scale the plateau to reach $500,000 your peak performance! $250,000 $150,000 $75,000 $50,000 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 10. Overcoming Obstacles to Progress • Not enough time! – For my current business – To take it to the next level – For my life and family – To find the right balance • Why did this happen? 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 11. Breaking through The Plateau • Cleaning up messes and putting out fires • Examining success drivers • Determining what truly makes you EXCEL • Delegating activities and tasks 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 12. Dealing with Messes Messes distract you: • Recognize them • Eliminate them • Don’t make new messes 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 13. EXCELerate Towards Your Goals! Targe'ng Your Success 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 14. Examining Success Drivers • What made you successful in the past? • How can you replicate the good and eliminate the bad? • Analyze new opportunities for success and growth 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 15. Examining Success Drivers The Hindsight 20/20 Interview A series of questions that will: – Establish and build trust – Determine compatibility – Pinpoint factors that led to success – Start a new, YOUnique way of thinking 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 16. Hindsight 20/20 Ques'ons Part 1: If we were to look back over the last five years, can you identify any success drivers that helped you achieve a major goal, capitalize on a huge opportunity or bring happiness into your life? Part 2: What short-term goals would you have to accomplish in order to feel successful? 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 17. Hindsight 20/20 Approach The Hindsight 20/20 Approach The Hindsight 20/20 Approach Evaluating your past approach to successes Evaluating your past approach to successes Defining Success Yesterday:If we were to Identify past successes that produced happiness look back over the last five years, can you and business advancement. Tomorrow’s vision depends on our ability to examine what you have identify any success drivers that helped you already done, what worked, and why: achieve a major goal, capitalize on a huge opportunity or bring happiness into your life? AAA: Action Today Achievement Analysis AAA Action Capture success drivers to Achievement capitalize in the future. Take Defining Success Today:If we were to look Analysis this hindsight to establish a back over the last five years, can you identify clear vision for tomorrow. any success drivers that helped you achieve a Success Drivers major goal, capitalize on a huge opportunity or AAA: bring happiness into your life? Action Achievement Analysis 1 2 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 18. Analyzing Opportuni'es Identifying the right opportunities • Pinpoint possible NEW opportunities • Weigh assets, liabilities, and risks to your target outcome • Determine the likelihood for growth and success! 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 19. Opportunity Analyzer Worksheet The Seasons Opportunity Analyzer Defining/Weighing true opportunities Opportunity: Liabilities: define weaknesses Opportunity Liabilities Goal: define a successful outcome: Goal Assets: define strengths Risks: define risks to success Assets Risks 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 20. Module 2: Self Evalua'on Determine What Makes You EXCEL • Evaluate yourself on a personal and professional level • Evaluate your traits and activities • Improve the quality of your life 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 21. YOUniverse Evaluator • List the types of things you do while working in your practice. – Examples: Open mail, set up appointments, meet with clients, research, seminars • Be as comprehensive as possible 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 22. Daily Deeds -‐ What To Delegate? Office Home Client meetings Research Statusfactory.com Pay Bills Planning Cut Lawn Bills Cooking personalchef.com Computer setup Wash Cars Training Paint Garage Continuing ed Movies Compliance Tend to boat 1 on 1 Meetings Clean cellar Set appointments Organize desk Answer Phone calls Kids games Napo.org Seminar prep Etc. Deliver Presentations Etc. Provide quotes Review positions Work on newsletter Improve relationships 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 23. What makes you EXCEL? Determine your Triad of Traits 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 24. Your Triad of Traits All-American – Excellent skill – Energy & desire – Passion – Constant improvement In the game – Competent & solid – Could use some help – Lack full passion – Demands attention On the bench – Failure & frustration – Constant procrastination – Dread - Stress 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 25. The Key is Delega'on….But • We do not like to delegate • He or she will only mess it up anyway • It is way too personal • I’ll just stay a few extra minutes • We are control freaks 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 26. Delega'on • You can not reduce complexity until: – You begin to master delegation – You begin to constantly think delegation • The KOLBE A Test: kolbe.com 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 27. What Do You Make an Hour? • $125,000 Year • 50 Hours/week * 52 Weeks = 2,600 • $125,000/2,600 = $48 hour 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 28. Marketing and Branding for today’s competitive markets 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 29. Social Media • Linkedin – Post and answer ques'ons weekly • Facebook fan page • Twiier – Tweet Deck • Don’t over do it, less is best 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 610-‐354-‐9275 29 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC CPC Financial Planning is not affiliated with Royal Alliance Lewes DE 19958 302-‐645-‐4548
- 30. • Ver*cal Response – Constant Contact • Driving ac*vity to website • Bringing value/ideas • Feature local Restaurants, Massage, ideas for families, Golf • Open Houses • Rate Changes 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 610-‐354-‐9275 30 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC CPC Financial Planning is not affiliated with Royal Alliance Lewes DE 19958 302-‐645-‐4548
- 31. Branding • Consistency is key • Logo • Tag Line • Photo on everything -‐ Let people iden'fy with you 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 610-‐354-‐9275 31 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC CPC Financial Planning is not affiliated with Royal Alliance Lewes DE 19958 302-‐645-‐4548
- 32. Referrals • Referrals, we all know that we need them, but we either forget or we are too uncomfortable to ask for them. 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 610-‐354-‐9275 32 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC CPC Financial Planning is not affiliated with Royal Alliance Lewes DE 19958 302-‐645-‐4548
- 33. The Coach’s Corner • Will provide actionable tools to help set goals, and plan for success! • Will help you pinpoint activities and traits you can celebrate, integrate, and delegate! • Will deliver client management activities to generate additional income while you improve the quality of your life! • Will establish a game plan and accountability for your success! 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 34. The Next Step… • Sign up for Class, newsletter • Focus more on PEOPLE and less on products, services, and solutions! mlojus28 michaellojuscpcfinancialplanning mplcpc 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548
- 35. Thanks! 250 Tanglewood Lane 16529 Coastal Highway King of Prussia Pa 199406 Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC Lewes DE 19958 610-‐354-‐9275 CPC Financial Planning is not affiliated with Royal Alliance 302-‐645-‐4548