The holiday season gives everyone a chance to reflect on this past year’s marketing efforts. As you do, you may possibly give thanks for continued prosperity, and make plans to enter the New Year with a new resolve.
Because it’s true: nothing happens unless we make it so.
See also: 32 goals for insurance advisors in 2016
Have you decided to allocate adequate funds for marketing in next year’s budget? Have you decided on a specific direction for your practice? What do you want to accomplish for your clients? If you have decided to sell more product than last year, how much more, and do you have a defined plan to go forward? Is such a plan in writing? Do you know how much you earned in 2016? Are you satisfied with the production? If not, why?
Here are some other questions to consider as you look to the New Year:
What will your production be in 2017? Are you satisfied with your work ethic? Is your spouse satisfied with your work ethic? Can it be improved? How much improvement can be made? Is your quality of life what it should be? Does it need an upgrade or a renewal? Are you or your spouse driving a 16-year-old car because “it’s paid for,” and you ‘e proud of it! Would a new Lexus or Mercedes be more appropriate or comfortable? Does the old homestead need new furniture, or maybe you need a new homestead? Is it time to go after that dream home?
Have you succumbed to the negativity of the DOL fiduciary rule debate or presidential campaign or worrying over the economy or any other crutch that may be holding you back?
Look, whatever circumstances you have been hiding behind up until now need to be discarded. It may be time for a serious inventory of your motivations, your current status, your habits, and even your direction.
Are you proud of what you do for a living? If not, either declare the reasons to be proud of your work or change direction completely.