by Don Carlson & John Kailunas II
Russians, Gen. Flynn, TPP, Alternative Facts, China, The Value of a Dollar, far left, Far right, Madonna, Taxes, Twitter, Facebook, 24-hour News Channels, Protesters, Republicans, Democrats, Emails, DOL, Taxes, Saturday Night Live, Executive Orders, right to life… it never ends.
The news and noise continues to pour out of Washington and from everyone’s mobile devices. Everyone has an opinion that needs to be expressed. Everyone talks, but no one seems to be listening.
Our primary focus as advisors is to make sure that we are focused on our clients, and it seems in our political and entertainment news that we are constantly bombarded with facts, half facts, and even in some cases, alternate facts. Advisors can’t be focused on the noise or be led astray from your client’s goals and objectives. We need to be focused on the client goals and their objectives, because they are listening, and more importantly, reacting to the news/noise. Focus on what your clients want and the solutions to their needs. Examine the problems without an emotional sentiment and you will find opportunities in the marketplace. Focus on relationships and business practices.
Distractions are creating an uneasiness in a form of information paralyzation. Information overload, at best, will delay your client goals, your goals (practice management) and in worst case scenarios, derail your collective goals.
Simply… take a break, focus, and breathe. Prioritize your client’s goals and needs first and focus to establish a well-crafted plan. Plan for contingencies, but be realistic and candid with your clients and prospective clients. This process needs to be extended to you, your practice and your personal life.
We at Regal use a couple things to keep us on track:
First, is what we call the quadrant of focus. This quadrant helps prioritize what is important and what is not. All you simply need to do is take a look at all of your decisions/actions on a daily basis and put them through these four quadrants. If they match up with any of one of those quadrants take the appropriate action.
The second thing that we use to keep us on the ball at Regal is our Superior Six. Superior Six is simply a to-do list. It helps you keep your thoughts and processes organized. Each day you commit to yourself that the six items you place on your list will be handled. If you use these two simple techniques; the quadrant and the Superior Six, you will find that you will be much more successful in obtaining clients, keeping and retaining clients and have a much more valued practice; not to mention an increased quality of life.
Regal and Regulus advisors has the leadership, talent, and resources to help you navigate through the tomfoolery of the media and the noise within our industry. While the world changes, or at least while the news outlets yell that change is coming, there is a piece and calm with our advisors because they have a plan.
for a confidential conversation regarding joining our community of independent advisors and to see how their practices are growing with our help.