Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Life Health > Annuities

It's time for your mid-year review

By Daniel Williams

X
Your article was successfully shared with the contacts you provided.

It’s June, the halfway point of the year, a time to take stock of where you are in your sales goals and a good chance to take a deep breath and map out how you intend to finish the year with a bang.

I get a lot of books in the mail, many of them provide the impetus for some of our best stories. Identity Branding Revisted — Creating Prospect Attraction by Robert E. Krumroy is not a new book, but one that just made it to my desk.

It’s a good read in general, but there’s one chapter in particular I found interesting as well as appropriate for this time of year.

The chapter is titled, “A Mid-Year Review for Sales Professionals.” The chapter is longer than what I want to cover in this space, but I’ll give you a few of the highlights.

1) First, ask yourself a simple question: are you satisfied with your first half results?

2) In efforts to better meet your goals for the rest of the year, develop a “weekly checkpoint for the one or two priority activities that you must accomplish in order to meet your financial goals. Write down when this occurs, or should occur, and specify what activity you are measuring.”

3) A third item Krumroy points to is “commit to completing a courageous act every day before 10 am… The courageous act must always be a revenue producing activity.” That activity might be calling a potential client or account you’ve so far put on the backburner.

Those are just a few pointers from the book, but I hope it gets you thinking about what you need to do to make the year a great success. Good luck in hitting your goals.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.