Ideas for your 2013 business planning

So we've provided you the template for a calendar of events to input into your 2013 business planning.

There's even a short YouTube posting:

http://www.youtube.com/watch?v=SbbQzW-flB4

Apologies for the angle we filmed that on!!!

But what are the events that you might consider?

Here's a few that we'll investigate individually for you over the following weeks but as a starter.

Ideas For 2013

1) Accountant / COI engagement : thank you event or kick start to new referral sources / or the year : take on a more social angle but highlighting the importance of the relationship and collaboration


2) Accountant / COI education session : use a business succession lawyer and educate on small business issues and case studies / add a claims case study : now you've got them thinking!

3) Client night: value add with speakers / topics that your top clients will find engaging : ask them to bring a friend : tie it into building their networks as well

4) Client communications : create an integrated communication campaign : incorporating all modes of communication: direct mail / flyers / social media : yes you might start listening via social networks : answer topical issues : create awareness : fulfil a need

5) Engage your trusted providers/suppliers for collaboration on client opportunity identification ie: work on files together and get the best outcome for your clients : that may not always be your number one provider so you have to trust whomever you collaborate with to give you honest assessments! Examples: look at specific subsets eg: SMSF and design ways to get more of these clients etc etc.

6) Use tele-underwriting and save up to 4 hours per application (get a day back a week!)
Look at group insurance opportunities in your client base

7) Look at adding a direct insurance offer on your website

8) Meet and spend time with your suppliers/product providers : do they run in house sessions where you can meet, engage and interact with your providers : do they have special events to engage : the more they know about your business the more creative suggestions and help you will / should get.......so share your 2013 vision and watch people line up to make it a reality for you.

We'll investigate each of these for you over the coming weeks.

#enjoy2013 How enjoyment, valued content and belief mark success in 2013

In reviewing the year there is one thing that is evident.....it went really quickly!!

PCE struggled to reflect as is usually our daily discipline as the pace seemed to quicken especially in the second half.

As we breathe a collective sigh of relief, the chance to regroup and reposition has given us our buzz word for 2013 : Enjoyment.

The key to our success in 2013 will be simply : enjoyment. Enjoying the process the engagement, the reflections, the interactions.

This then defines what content we want to share with clients. What is it that they will enjoy hearing about that will provide enjoyment in their business and to their clients.

Delivering such content with a process that we are currently mapping out then delivers the third aspect : belief.

How can we not succeed if we are enjoying what we are doing, delivering content that is adding value and changing positively the way our clients interact?

And make no mistake this translates to our personal world as well. Enjoyment of those around us, bringing value and genuiness to our interactions with all we come into contact with and belief in them and ourselves that we are shaping and defining something more than ourselves but we are part of something much more important than us in isolation : humanity.

So what are your plans #enjoy2013