7 steps advisors should take to end 2022 strong – InsuranceNewsNet

go into 4^th In the fourth quarter of 2022, advisors have little time left to meet the professional goals they set at the beginning of the year. In a recent interview, Robert Arzt, President of Polaris One and Insurance Coach U, shared his seven steps advisors should take to end the year strong.

1. vision and belief. The first step to achieving success is ensuring that an advisor’s goals are tied to their vision and beliefs, says Arzt. Achieving a goal is not an end in itself. It’s just a means to an end. Belief in achieving a goal is a key requirement for achieving that goal. “Do whatever it takes, from writing out affirmations to visualizing them, to rewarding them for incremental progress,” he said.
2. Review and evaluate. Arzt advised that agents need to identify goals and their objectives. “Review each one to determine the strengths and weaknesses of each component. Once complete, decide if you want or need to achieve that particular goal. Be realistic. Finish. You have limited time to cross the line and complete each goal.Make a short list of goals that you must complete.”
3. Create very specific goals. Goals need to be very specific in order to dramatically increase the chances of agents achieving them. According to Arzt, you should limit the number of goals and write down very accurately what you want to accomplish and when you plan to achieve it. Finally, you should break that goal down into small action steps. “The more specific and measurable each step is, the better,” he said.
4. clear the path According to Arzt, the next step is for advisors to lead the way. You should review your assessment in Step 2 to determine any obstacles that might prevent you from achieving your goals. Next, you should develop plans and processes to eliminate all obstacles to the success of each goal or action step.
5. Schedule time. Arzt pointed out that it will take time to reach the goal. Therefore, advisors should develop and adhere to ideal schedules that allow sufficient time for each goal activity. “First, create your ideal schedule on paper,” he said. “Then consider each activity you need to do to reach your goal and transfer it to your calendar system.”
6. keep score. Another idea Arzt suggested is for advisors to review and track progress on a daily basis. “Make sure every morning and night that what you achieve brings him one step closer to achieving his goals. If he is not making progress, decide why and how to improve tomorrow,” he says. said. Advisors shouldn’t be afraid to revise, fine-tune or completely recycle their goals when necessary, he said, Arzt. A particular goal may have sounded good when it was written, but if it no longer resonates, advisors should drop it. “Maintaining goals that you don’t have a strong emotional intention to achieve drains your energy and prevents you from achieving other goals,” he said.
7. celebrate. The final step, according to Arzt, is for the advisor to celebrate any wins, big or small, along the way. The positive reinforcement you get from doing this will help keep your energy and enthusiasm high.

Arzt said he hopes these steps will give his advisors more success to celebrate at the end of the year. “Looking at the big picture, isn’t it the sum of all the ‘small’ steps we take that make a big difference in our lives and businesses?” he asked.

Ayo Mseka has over 30 years of reporting experience in the financial services industry. She was previously Editor-in-Chief of her Advisor Today magazine for NAIFA.contact her [email protected].

© InsuranceNewsNet.com Inc. All rights reserved 2022. all rights reserved. No part of this article may be reproduced without the express written consent of InsuranceNewsNet.com.