- Get a "career vision." Chart your career over the next five years. What kind of business do you want? In what markets do you want to be? How much income and production do you require? What support and resources do you need? Who provides them? What training is necessary? What effect will this have on your family?
- Get a plan. Develop specific plans to achieve your vision, efficiently and effectively. Your business plan should include coordinated strategies in marketing, client-building, continuing education, and personal growth.
- Get automated. Invest wisely in your success. Automated communications and selling systems can largely increase efficiency — boosting your ability to be with the right people, at the right times, for the right reasons; create vividly illustrated sales proposals; and profitably manage client relationships. Your plan should include a financial commitment to supplement Ohio National or firm-provided systems, or obtaining your own.
- Get smart. Superior information is the ultimate weapon, so industry designations enhance and hasten professional development. Many of the most successful producers and general agents subscribe to a number of publications and do other reading or attend workshops on a wide range of topics related to the business, or their target markets. Your plan should include appropriate study of this type.
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Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.
