List all the things you hope to accomplish in the next year. Don't worry about priorities initially. Then, rewrite your list in priority order. For example, a priority list might include:
For an Experienced Sales Associate
- Do two Business Viewpoints or Business Financial Checkups (BFCs) before noon, three days per week, on referrals who meet my prospect profile.
- Qualify for the Ohio National Wall of Fame by 4/30 and President's Inner Circle by 10/31.
- Qualify for the MDRT Court of the Table.
- Attend MDRT Annual Meeting.
- Write 100 lives to qualify for the Ohio National Century Club.
- Earn a gross income of $300,000.
- Become Quality Leader of the Month.
- Increase disability income insurance policy sales by 30 percent.
- Continue regular workouts at health club three days/week.
- Devote four hours per week to community service.
- Take the family on a summer vacation.
- Take the family on a winter vacation.
For a New Sales Associate
- Make sure ON-Trac activity goals are met; have 12-15 prescheduled meetings arranged; obtain 20 on-profile referred leads/week; and earn 30 activity points/week.
- Do two Personal Viewpoints or Personal Financial Checkups (PFCs) before noon, four days/week, on referrals who meet my prospect profile.
- Qualify for First Quarter Club.
- Begin self-study for the Series 7 Registered Representative's securities registration.
- Become VIP of the Month.
- Attend corporate headquarters Personal Insurance Seminar; enroll in LUTC Personal Insurance course; and complete all ON-Trac units.
- Write 100 lives to qualify for the Ohio National Century Club.
- Earn a gross income of $75,000.
- Have disability income insurance account for 25 percent of sales.
- Begin regular workouts at health club three days/week.
- Join community booster group.
- Take four three-day weekends.
- Take the family on a one-week vacation.
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