Why visit our Blog?  (Blog post 04-19-2010)

 

Safe Money Strategies offers many tools on our website and blog for the independent producer to use for training, inspiration, and motivation.  We target our material for every level of producer:  from a “pup” fresh out of the gate to a “seasoned” producer who is on auto-pilot.  Because of the broad scope of this information, one might think some of it too basic for the “seasoned” producer to gleam much from it.  Maybe, maybe not!

 

It’s funny how golf imitates life and business!  There are occasions where we go out to play and play so brilliantly that the thought actually occurs to us that we have this down pat!  But there are times when we go out to play and play so poorly, we could possibly be holding the wrong end of the club!

 

Most golfers who have been playing for years and have taken tons of lessons, between television, books, and magazines, have become students of the game.  So, when we get into one these situations where we’re not really certain where the ball is going to go, we can mentally revert to the 5 basics of the golf swing. 

·        Grip

·        Stance

·        Alignment

·        Ball position

·        Take away

 These are the same 5 points we were taught the very first lesson we ever took.  When we calm down and revert to those basics, our swing and game return. 

 

What does this have to do with building a financial services practice?   Well, How many seasoned producers set goals at the beginning of last year and did not reach them.  My guess would be 95%.  But why would that be? 

 

Why would such a great preponderance of producers come up so short?  Sometimes in business we get derailed and lose focus.  It might reflect in a practice by having a string of unclosed sales, a lack of prospects, practice management issues, personal issues that distract us, or even just being stuck at a certain plateau. 

 

Understanding that all distractions are equal, no matter how high volume of a producer we are, being reminded of the basics will refocus us and get our efforts back on track.

Safe Money Strategies teaches on motivation, sales and marketing strategies, practice management, prospecting, attitude, client service basics, and professionalism.  Sometimes even the most experienced producer needs a check up from the neck up.

“Back to Basics” sums up the flavor of the training we offer. 

 

Everything on our website and blog is free to any producer who wants to tap into its benefit.  And it will benefit every level producer; from an agent just starting to build their business to an established producer who is mentoring others.  Enjoy and Benefit!