2. Know thyself.
Thales (640 AD - 546 AD), (The Seven Sages) from Diogenes Laertius, Lives
of Eminent Philosophers
To thine own self be true, and it must follow, as the night the
day, thou canst not then be false to any man.
Shakespeare, Hamlet, Act I, Scene 3
If you want to be truly successful invest in yourself to get the
knowledge you need to find your unique factor. When you find it
and focus on it and persevere your success will blossom.
Sidney Madwed
Rules for Winning in Business
3. Inside Out
• Frequent mistake—replicate what others do (outside in)
• Pursuit of “holy grail” (outside in)
• Hot product (outside in)
Always ask yourself, is this outside in?
4. Inside Out -What do you like to do?
• Steve Camp—the writer
• Larry Klein—the professor
• Dick Heckmann—the golfer
• You--??
6. Play Your Strengths/Likes
• Hire your weaknesses
• Spend 100% of your time playing your
strengths
• What are your strengths?
• Testing with vocational counselor
• Self test-”Please Understand Me” by Kiersey and
Bates then match at
http://www.doi.gov/octc/typescar.html
• http://www.stefduplessis.com/resources.html
7. Delegate Unworthy Uses of Your Time
• Meet with existing clients to retain or
generate new business
• Meet with prospects to generate new
business
• Design and train assistants in
procedures
The only activities that
advisors should do…
8. Examples of Delegation
You like to manage
portfolios
Find a partner(s) that likes to
market and sell
You like to develop
relationships
Find a partner that likes to start
them
You like to develop
marketing systems
Find someone that likes to meet
with people and sell
You like to administrate Find a partner or subcontractors
that will market and sell
9. Where to Find Partners/Delagatees
• Ad in local FPA newsletter
• Mailing to advisors in phone book
• Call firms to hire assistants
• Local employment web sites
10. Develop a Winning Marketing Plan
• Start with your strength/like and then create
your marketing with consistency from there
e.g. seniors seminars office in suburbs
income products frequent
contact
11. Special Discount
Order systems from now until June 18 and
receive a 20% discount! (new clients only)
www.brokervile.com
Seminar Systems Response Booklets
Senior Finances
Newsletter
Referral System
Increase Sale Closing
June 26 - How to Break the Back on Prospect Procrastination
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