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Portfolio > Portfolio Construction

Did you know? Priority is singular

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Multiple priorities consume our time–too much time. We complain that our days get away from us, hour by hour. We never have enough time to complete everything on our list. Want to get your life in order?

One thing at a time

Priority: Take a look at the word. It’s singular. Only one priority exists at a time. Priority likes to be alone. Priority is an
introvert. Priority refuses involvement in any long-term relationship. Priority remains single–period.

“Closest to cash”
How can you choose only one priority when many tasks loom urgent? Here’s how: Act on “closest to cash” activities the first thing every day. What does “closest to cash” mean?

These activities include:

o Calling a client to advise him on his portfolio
o Contacting prospects to arrange a personal meeting
o Asking for referrals from your circle of influence
o Obtaining quotes and preparing a tailored presentation
o Meeting with a referred prospect

Moving your sales process forward counts. Nothing else matters. If you neglect other activities on your to-do list, they don’t matter, do they? Another day dawns tomorrow, and with it, another priority. So make your list, set your priority, and do it.


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