7 Proven Ideas That Help Advisors Achieve Even Better Results

Aim For What You Want! Aim For What You Want!

Proven Systems for Making

More Money, Working Less,

and Enjoying Better Work

Life Balance

(c) 1992-2016 Anne Bachrach, The Accountability Coach(tm)

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Aim For What You Want!

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Aim For What You Want! (c) 1992-2016 Anne Bachrach, The Accountability Coach(tm)

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7 Proven Ideas

to Help Advisors

Achieve Even

Better Results


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Tracking / Metrics Systems

7 Proven Strategies for Business Acceleration

Prioritized Action List (PAL)

Effective Time Management – Using your calendar effectively

Create Systems and Processes

Delegate, Delegate, Delegate

Belief, Confidence, Focus, and Commitment


Suck it up and Just Do It


You are where you are today based

on the choices you have made.

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1. Prioritized Action List The Prioritized Action List (PAL) is a list of every

single project and task you have to do and / or want to do.

It’s valuable:

– for prioritizing

– for reducing the feeling of overwhelm

– as your source of action items to be placed on your calendar to help your staff align their work with the priorities of your firm

– for leadership, confidence, and communication

– as a measure of accountability and progress


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Sample Prioritized Action List

Calendar

(y/n)

Task /

Activity

Priority Time

(min)

Category Assist Due

Date

Done Notes

There are only 168 hours in the week and how you choose to invest those hours determines your success and

happiness in life.

The Prioritized Action List (PAL) Sample – Free Download

http://www.accountabilitycoach.com/pal-sample/





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Sample PAL

(c) 1992- 2016 Anne Bachrach, The Accountability Coach(tm)

Prioritized Action List (PAL)

Include: •The Priority •Color Coding •Estimated Time •Note Column •Done Tab

The Prioritized Action List (PAL) Sample – Free Download





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2. Effectively Utilize

Your Calendar for

Maximum Productivity

and Goal

Achievement /

Acceleration


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Effective Time Management

• Know your highest pay-off activities that

put you in the highest probability position

to achieve your goals.

• Put your priorities on your calendar.

• Honor your calendar.

• Empower your team to do the same.

• Empower your team to hold you and each

other accountable to your priorities and

honoring your calendar.

• Focus on what you can control.


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"Time is more

valuable than

money. You can

get more money,

but you cannot

get more time."

~ Jim Rohn


Leverage Your Time to Get The Best Results

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The Time Log Sample

– Free Download

http://www.accountability

coach.com/time-log/

1. Print out the sheets.

2. Keep the time log next to

you with a pen.

3. About every 10 minutes

simply write down what

you are actually doing

with your time at that

moment.

4. Do this for 1 - 2 weeks.

5. Review the time logs and

notice the patterns.

6. Make decisions

accordingly.

7. Drop. Delay. Delegate.

Do.

8. Team keeps a time log

and follows the same

process.

How much time

do you waste

each day, week,

month, year?

http://www.accountabilitycoach.com/time-log/




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What is on your calendar?

• What should be on your calendar to put you in the highest probability position to achieve your goals?

•Ideal Client Acquisition

•Client Service – Ideal Clients

•Client Service – Non-Ideal Clients

•Other – Education, Research, Admin. Duties, transition time, Coaching calls, practicing scripts, etc.

•Personal – Exercise, lunch, Dr. appts., etc.


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The Advisor’s Calendar

Ideal Client Acquisition Time •15-20+ hours / week •Referral Conversations with Ideal Clients, and COIs •Prospecting Activities •Follow-up phone calls to prospects •Initial Interviews with prospects

A study of Advisors, when asked, said they

spend an average of 23 minutes in client

acquisition a week. Don’t be average!


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Ideal Client Service & Retention Time

•8 hours / week •On the phone or face-to-face with Clients. •Going deeper to get all their money with you. You want to Own the Relationship. •What to do with excess time if you do not have enough Ideal Clients to consume 8 hours? •More CLIENT ACQUISITION TIME! How much time is or should be spent with Non-Ideal Clients and what can be delegated?


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Schedule Everything!


"Time is what we want most, but

use worst." ~ William Penn

"Always concentrate on the most

valuable use of your time. This is

what separates the winners from

the losers.” - Brian Tracy

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“Work By Appointment Only”


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Ideal Model Work Week - Sample


©1988-2014 Bachrach & Associates, Inc.

Time Monday Tuesday Wednesday Thursday Friday

8:00 Mtg w/Admin Mtg w/Admin Mtg w/Admin Mtg w/Admin Mtg w/Admin

8:30 Ideal Client Acq Everything Client Acq Ideal Client

9:00 Client Svc Pre-Mtg Else / Misc

Acquisition

9:30

10:00 Post-Mtg Ideal Non-Ideal

10:30 Client Svc Client

11:00 Check Email Check Email Check Email Check Email Service

11:30 Admin Admin Admin Admin Admin

12:00 Lunch Lunch Lunch Lunch Lunch

Create Your Ideal Model Work Week

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http://www.accountabilitycoach.com/landing/


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3. Tracking Systems


Tell You a Story so Pay Attention to What The Numbers Say

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Monthly/Annual Tracking / Metrics - SAMPLE


What

do

these

results

tell

you?

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Weekly Tracking / Metrics - SAMPLE

“Doing the activity creates the energy that attracts the business.”

– Cheryl Hemphill


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Referral Tracking - SAMPLE

(c) 1992-2016 Anne Bachrach, The Accountability Coach(tm) http://www.accountabilitycoach.com/referral-tracking-workbook/


http://www.accountabilitycoach.com/referral-tracking-workbook/





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Business

Opportunity

Tracking -

SAMPLE


http://www.accountabilitycoach.com

/business-opportunity-planner-

worksheet/

http://www.accountabilitycoach.com/business-opportunity-planner-worksheet/








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Consistent Effort x

Effectiveness =

Results

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4. Systems & Processes


Execute flawlessly without question and get the desired result.

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5. Delegate, Delegate, Delegate


Do ONLY What You Can Do and Delegate the Rest

Stop Doing Ideal Client Acquisition Avoidance Activities

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List of Tasks /

Activities to

Delegate


http://www.accountabilityc

oach.com/delegation-list-

sample/

http://www.accountabilitycoach.com/delegation-list-sample/






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Another Resource

Support Team

Progress

Assessment

Recommended to use

every 90 days with all

team members.

• Performance

Resource Tool

• Communication

Tool

• Customize for each

job in your firm

• Measures progress


C.J. Westrick, HR Jungle, 858-344-9015, www.HRjungle.com, [email protected]

(Employee Handbooks and any other HR related issues, questions)

http://www.hrjungle.com/

mailto:[email protected]

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6. Success Qualities

Belief

Confidence

Focus

Commitment


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7. Just Do It!

"Ninety-nine percent of all failures come from

people who have a habit of making excuses."

~ George Washington Carver

Results Rule!


"Stop rationalizing, stop stewing.

Get up out of your chair and start

doing." ~ Denis Waitley

Complimentary Resources for Business Acceleration


1. The Prioritized Action List (PAL) Sample–Free Download

2. The Time Log Sample – Free Download

3. Business Opportunity/Referral Tracking worksheet

Sample

4. Delegation List Sample – Free Download

5. Support Team Performance Assessment Sample

6. Audio: Focus on your High Payoff Activities and Achieve

your Goals Using Effective Time Management

7. E-book: 10 Power Tips for Getting Focused, Organized,

and Achieving Your Goals Now

8. And more…..

http://www.accountabilitycoach.com/iwebx-request-free-resources
















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7 Proven Ideas to Help Advisors Achieve Even Better Results

Complimentary Resources for Business Acceleration


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© 1992-2016 Anne Bachrach, A.M. Enterprises

For further information contact:

Anne Bachrach

858-456-0160

http://www.AccountabilityCoach.com

[email protected]

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mailto:[email protected]