coach’s corner

Securi'es and advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC CPC Financial Planning is not affiliated with Royal Alliance

16529 Coastal Highway Lewes DE 19958 302-‐645-‐4548

250 Tanglewood Lane King of Prussia Pa 199406 610-‐354-‐9275

Welcome




Today’s Agenda

•  Introduce “Coach’s Corner” core program concepts

•  Marketing and Branding for today’s competitive markets




What is the Coaches Corner?

• A practice management, life planning, coaching program geared specifically for entrepreneurs

• A program designed to create success and improve your quality of life through specific tools, methods, and activities

• A program that helps participants reach their true potential in life and business by presenting a new way to think about life and work




The Coach’s Corner

A three module program that covers:

1.  Goal Setting – Set & EXCELerate towards your goals!

2.  Self Evaluation – Determine what makes you EXCEL

3.  Business Planning – Develop a plan to EXCEL




Module 1: Goal Se[ng

Set & EXCELerate towards your goals! •  Use multi-dimensional goal setting to prioritize

and track your progress •  Define success today to help put your goals in

perspective •  Create your ideal work day by setting goals and

staying positive




Putting Goals in Perspective A clear vision for success will help you EXCEL

Short Term Goals (< 1 year)

Intermediate Term Goals (1-5 years)

Lifetime Goals

List the five most important business and professional goals chronologically:




Reaching Your Goals

Three Keys:

•  Stay diligent in goal-setting and use a system that manages your time properly

•  Plan for the future today…examine your past successes and your current opportunities

•  Focus on what makes you EXCEL!




The Performance Plateau

$50,000

$75,000 $150,000

$250,000

$500,000 Scale the plateau to reach your peak performance!




Overcoming Obstacles to Progress

•  Not enough time! – For my current business

– To take it to the next level

– For my life and family

– To find the right balance

•  Why did this happen?




Breaking through The Plateau •  Cleaning up messes and putting out

fires

•  Examining success drivers

•  Determining what truly makes you EXCEL

•  Delegating activities and tasks




Dealing with Messes

Messes distract you:

•  Recognize them

•  Eliminate them

•  Don’t make new messes




Targe'ng Your Success

EXCELerate Towards Your Goals!




Examining Success Drivers

•  What made you successful in the past?

•  How can you replicate the good and eliminate the bad?

•  Analyze new opportunities for success and growth




Examining Success Drivers

The Hindsight 20/20 Interview A series of questions that will:

– Establish and build trust

– Determine compatibility

–  Pinpoint factors that led to success

– Start a new, YOUnique way of thinking




Hindsight 20/20 Ques'ons

Part 1: If we were to look back over the last five years, can you identify any success drivers that helped you achieve a major goal, capitalize on a huge opportunity or bring happiness into your life? Part 2: What short-term goals would you have to accomplish in order to feel successful?




Hindsight 20/20 Approach The Hindsight 20/20 Approach

Evaluating your past approach to successes

Defining Success Yesterday:If we were to look back over the last five years, can you identify any success drivers that helped you achieve a major goal, capitalize on a huge opportunity or bring happiness into your life?

Defining Success Today:If we were to look back over the last five years, can you identify any success drivers that helped you achieve a major goal, capitalize on a huge opportunity or bring happiness into your life?

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The Hindsight 20/20 Approach

Evaluating your past approach to successes

Today

Capture success drivers to capitalize in the future. Take this hindsight to establish a clear vision for tomorrow.

Identify past successes that produced happiness and business advancement. Tomorrow’s vision depends on our ability to examine what you have already done, what worked, and why:

AAA: Action Achievement Analysis

AAA Action Achievement Analysis

AAA: Action Achievement Analysis

Success Drivers

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Analyzing Opportuni'es

Identifying the right opportunities

•  Pinpoint possible NEW opportunities •  Weigh assets, liabilities, and risks to your

target outcome •  Determine the likelihood for growth and

success!




Opportunity Analyzer Worksheet

Opportunity

Goal

Assets

Liabilities

Risks

The Seasons Opportunity Analyzer

Opportunity:

Goal: define a successful outcome:

Assets: define strengths

Liabilities: define weaknesses

Risks: define risks to success

Defining/Weighing true opportunities




Module 2: Self Evalua'on

Determine What Makes You EXCEL •  Evaluate yourself on a personal and

professional level •  Evaluate your traits and activities •  Improve the quality of your life




YOUniverse Evaluator

•  List the types of things you do while working in your practice. –  Examples: Open mail, set up appointments,

meet with clients, research, seminars

•  Be as comprehensive as possible




Daily Deeds -‐ What To Delegate? Office Home

Client meetings Research Planning Bills Computer setup Training Continuing ed Compliance 1 on 1 Meetings Set appointments Answer Phone calls Seminar prep Deliver Presentations Provide quotes Review positions Work on newsletter Improve relationships

Pay Bills Cut Lawn Cooking Wash Cars Paint Garage Movies Tend to boat Clean cellar Organize desk Kids games Etc. Etc.

Statusfactory.com

Napo.org

personalchef.com




Determine your Triad of Traits

What makes you EXCEL?




Your Triad of Traits All-American – Excellent skill – Energy & desire – Passion – Constant improvement

On the bench –  Failure & frustration –  Constant procrastination –  Dread - Stress

In the game –  Competent & solid –  Could use some help –  Lack full passion –  Demands attention




The Key is Delega'on….But

•  We do not like to delegate

•  He or she will only mess it up anyway

•  It is way too personal

•  I’ll just stay a few extra minutes

•  We are control freaks




Delega'on

•  You can not reduce complexity until: – You begin to master delegation

– You begin to constantly think delegation

•  The KOLBE A Test: kolbe.com




What Do You Make an Hour?

•  $125,000 Year •  50 Hours/week * 52 Weeks = 2,600

• $125,000/2,600 = $48 hour




Marketing and Branding for today’s competitive markets




Social Media

•  Linkedin – Post and answer ques'ons weekly

•  Facebook fan page

•  Twiier – Tweet Deck

•  Don’t over do it, less is best

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•  Ver*cal Response – Constant Contact

•  Driving ac*vity to website

•  Bringing value/ideas •  Feature local Restaurants, Massage, ideas for families, Golf

•  Open Houses

•  Rate Changes




Branding

•  Consistency is key •  Logo •  Tag Line •  Photo on everything -‐ Let people iden'fy with you

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Referrals

•  Referrals, we all know that we need them, but we either forget or we are too uncomfortable to ask for them.

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The Coach’s Corner

•  Will provide actionable tools to help set goals, and plan for success!

•  Will help you pinpoint activities and traits you can celebrate, integrate, and delegate!

•  Will deliver client management activities to generate additional income while you improve the quality of your life!

•  Will establish a game plan and accountability for your success!




The Next Step… • Sign up for Class, newsletter

• Focus more on PEOPLE and less on products, services, and solutions!

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Thanks!

coach’s corner

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