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Circle of Influence

Analysis of Your Circle of Influence

Expand your inner circle one simple relationship at a time. Live in the moment with every person you meet.

How many people in your professional circle know what you do (Rotary, Chamber of Commerce, and Advisors)?

How many advisors wrote business six months ago?

How many advisors are currently writing?

How many advisors did you gain or lose? Why?

Did you stay true to the Mission? 

To provide exceptional support every single time, so clients can retire with dignity and independence.

Analysis of Activity

What forms of communication/marketing did you employ?
What were the results of the communication?
What will you continue? Adjust? Eliminate for the next 3-6 months?