How to positively change your world in 2012

So as we draw close to the next stage of Positive Client Engagement - the specific tools and processes (including process maps) to develop, launch, implement and maintain the positive client philosophy and grow your financial planning and insurance business it is important to understand that one of the critical things you need to change in your business is....you.

This means adopting some key behaviours and processes in how you manage yourself and mentor your staff.

1) Set your success goal

The need for setting goals to aim for and measure yourself again is critical. Just as you need to coach your clients towards the ideal of success for them, you need to to design what success looks like for you.

2) Develop your networks

Nowadays people link through networks more than ever through the speed and depth that technology caters for. How you manage, contribute and participate in networks is crucial. Diary management and setting aside time to network is a success strategy that with only as little as 2 hours per week can build your networks exponentially.

3) Get your own success coach

If olympic atheletes at the peak of their prowess, tennis players at the height of their career seek out coaches - why are you any different? A mentor/coach/professional business consultant is someone to challenge, guide and keep you accountable to the promises you make to yourself and are a vital element of your success plan.

4) Understand yourself

This means assessing yourself, having other assess you and all in all means developing your emotional intelligence and capacity to become a transformational leader.

5) Understand your skills and capabilities


Conducting an audit on yourself and importantly on what it is that empowers and motivates you delivers the will and the attitude and focus that you will need to deliver on your success plan.


In our next series of posts we will take all the discussions so far from Positive Client Engagement and walk you through the process of engaging your clients in real life scenarios.