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Practice Management > Building Your Business

Four more habits of highly effective producers

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Over the last 15 years of working in the financial services industry, I’ve had the opportunity to interview and study many top producers. Last week I brought you three habits of effective producers; here are four more strategies that you can employ to get to the top and stay there.

1. Take a leadership role with your clients. Use your confidence and conviction in the work you do to make sure your clients are following your advice – now, not later. Have confidence in your knowledge.

2. Establish credibility with your prospects and clients. Work on building your “stock pile” of credibility so people trust you more quickly and take your advice more willingly. Working from referrals, hosting a radio show, publishing a book or booklet that demonstrates your expertise and hosting seminars are all great ways to accomplish this.

3. Focus on what you do the best. Hire assistants to do the rest. By focusing on what I do the best, and what I really like to do (which are usually one in the same), I’m most productive and do the most good for my business.

4. Take time to rejuvenate. Most entrepreneurs and salespeople tend to work really hard and then reward themselves with time off. Rejuvenation should not be a reward for hard work, it’s a prerequisite for creative work. Take the time to take time off.

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