Through my 17 year career in the financial services industry, I have experienced and seen consistent actions that lead to success as a financial advisor.

1. 4 things
successful
advisors do
MANUEL AMEZCUA
PRESIDENT, CEO AT MASSMUTUAL GREAT LAKES

2. post & plan
POST: REVIEW THE MOST IMPORTANT
THINGS YOU NEEDED TO ACCOMPLISH
TODAY.
PLAN: TAKE INVENTORY OF WHAT MUST
BE ACCOMPLISHED TOMORROW AND
SCHEDULE IT.

3. Plan breaks
IT'S IMPORTANT TO KNOW WHEN YOU ARE
GOING TO GIVE YOUR BRAIN, HEART, AND
SOUL A BREAK.
WE FACE CONSISTENT REJECTION AND
UNPREDICTABLE CHAOS AS WE WORK TO
HELP SOLVE OUR CLIENT'S PROBLEMS.
IT'S EXTREMELY IMPORTANT TO TAKE CARE
OF YOURSELF IN ORDER TO SERVE OTHERS
AND GIVE YOUR BEST.

4. honor commitments
TO HONOR COMMITMENTS, YOU MUST LEARN
TO SAY NO OFTEN. NOT EVERYTHING
IMPORTANT IS URGENT.
ONCE YOU IDENTIFY WHAT IS IMPORTANT,
URGENT, AND SIGNIFICANT, SCHEDULE IT.
ONCE SCHEDULED, NOTHING CAN GET IN
YOUR WAY.
HONORING OUR COMMITMENTS TELLS
OTHERS THEY ARE IMPORTANT TO US, WE
ARE RELIABLE, AND TAKE PRIDE IN OUR
WORK. THIS WILL ALWAYS IMPROVE THE
QUALITY OF LIFE FOR THEM AND FOR US.

5. be intentional with
surroundings
WHO WE SURROUND OURSELVES WITH
MAKES AN INCREDIBLE DIFFERENCE IN OUR
RESULTS IN BUSINESS AND LIFE.
BE INTENTIONAL IN SURROUNDING YOURSELF
WITH PEOPLE WHO YOU ASPIRE TO BE LIKE
AROUND VISION, VALUES, ATTITUDE AND
EFFORT.
#VISIONHUSTLEGRIT

6. K E E P D O I N G
GREAT THINGS.