Finishing The Year With An Empty Head

December 19, 2008 by Simon

Do, Do, Do, lookin’ out my back door … Global Warming or Ice Age? Over two feet of snow and more on the way on Friday and Sunday. Laura and I are going to head for the mainland early Saturday morning to see my mom for an early Christmas visit and get back on Saturday night before the snow on Sunday.

Happy Holidays … we are off until January 5^th.

Here are the first two steps to A Strong Start To 2009 that is article that is included in my December 2008 Newsletter;

Schedule one or two days of uninterrupted time in a place where you can be anonymous. Get away from your business and personal life so that you are not reminded of all your day-to-day busyness.
Review your 2008 calendar and write down everything you accomplished during the year in the different areas of your business. Consider: administration, computers, systems, customer service, financial, marketing, office management, planning, product development, production, sales, team building and training.

I’ve added one more step to make this process even more successful … Empty Your Head.

Using Microsoft Excel as an example;

Type in every idea, project, task and to do line by line until you empty your head
Next, review the following categories and ask what other ideas, projects, tasks and to does come to mind and add them to the list; administration, computers, systems, customer service, financial, marketing, office management, planning, product development, production, sales, team building and training.
Next, sort the ideas, projects, tasks and to does alphabetically.
Next, using another column in Microsoft Excel, label each item with the category that it relates to
Next, sort the categories alphabetically
Next, using another column in Microsoft Excel, prioritize by A+ – must be done before December 24^th, then, by A, B, & C priority
Next, using another column, identify what can be delegated
Next, schedule your A priorities and delegate for action

This simple and effective strategy will help you to create A Strong Start To 2009.

For more click here for Happy New Year With An Empty Head.

About the Author: Simon Reilly is a Financial Advisor Coach, Professional Speaker and Author who has provided training for financial advisors for over 15 years.

Filed under: Vision & Planning
Tagged: Financial Advisor Business Coaching, Financial Planner Coach, financial planner coaching

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