This is a brief presentation and introduction to Coach\’s Corner. I focus on goal setting, breaking through with delegation and offer some ideas on marketing and branding.
I will be giving at a Prudential Caruthers office this Wednesday in Ocean City, MD.
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