If you aspire to greatness, how do you know if you are on track? I had an advisor call me recently and ran into another one at a football game, and we discussed goals: where they want to go, what they want to do. They asked me some interesting questions about how to know if they are on track. What can they do to stay on track? I thought back to a recent assignment my children had in school. We were going over their weekly sheet that showed where my kids were ahead of schedule and where they were deficient. I started thinking about a report card.
Here is an advisor’s score card. Use a point system. For 90 and above, you get an A; 80-89 B; 70-79 C; and anything under 70 is an F. To be great only takes 10 percent more effort. So here is your score card. What we are trying to do is create a score sheet that you could fill out weekly. If at the end of the month you total “x” number of points, you earn a certain grade. This can be done monthly, quarterly or annually. Average out your score to see if you are on track for all areas of your life. First and foremost, I am focusing on revenue in my practice.