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4 High-Impact Ideas for The Last 90 Days (Distraction-Proof Advisor Idea Video #212)

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Stand out by taking opportunities to strengthen relationships in this last quarter of the year.

  1. Develop a strategy for specific relationship-deepening activities you will implement in the next 90 days.

  2. Lay down a specific plan, with steps and deadlines, to make sure you get these things done.

  3. Set yourself up for future success by putting your written strategy and specific tactics in your procedures manual so you can repeat these effective actions year after year.

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For more perspective on giving second opinions, see my previous post Beware of Offering a Second Opinion.

For more Distraction-Proof Advisor videos, visit my blog directory page to link to more ideas to help you gain control, work smarter and succeed sooner.

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Paul Kingsman

Paul Kingsman

Paul Kingsman is a sought-after expert on how to be distraction-proof. Through his speaking, writing, and coaching, he teaches financial services professionals how to maintain focus and take practical daily steps to successfully grow their businesses and achieve outstanding long-term results. To find out more about Paul and how he can equip you or your team to achieve your own outstanding results, visit PaulKingsman.com.

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