The average “Joe” thinks April 1 is April Fool’s Day.
But as a growth-conscious insurance or financial advisor, I bet you’re not too focused on April Fool’s Day.
If you’re anything like us, you’re cool cancelling April Fool’s Day and focusing on bigger and better things.
Because April 1 means only one thing:
The start of Q2.
And a new quarter brings with it new targets, new goals, and more opportunities to LEVEL 🔼
It reminds me of a conversation I had on the very last Virtual Advisor Power Hour of 2020.
As we looked ahead to a brand new year, my friend (and best-selling author) Brian Moran told us:
“There’s nothing wrong with annual goals, but the problem is that people get too far behind and there’s no sense of urgency .
“If you aren’t on track to meet your goals at the end of March, you say, ‘No worries…I have 11 more months.’
Then things slip even further from there. And before you realize it, you’re way off track .”
Well, here we are at the end of March…
If you aren’t careful, you might lose momentum.
But if you have the right framework, you know this is just the beginning.
Brian has a goal-setting system that he bases this framework on the athletic training concept of “Periodization,” (which is the process of using intensity and urgency to prepare for a marathon or athletic competition).
And when you apply Periodization to your business, it has the ability to transform how you view your goals and progress.
It FLIPS a mental switch in your brain 💡
So instead of thinking, “I have 9 months to go this year….”
You think, “I’m about to start a 3-month sprint…let’s go!”
Now’s the time to consider what went well in Q1 and what didn’t.
Based on those insights…plus any important changes that have occurred over the first three months of this year…you should set 2 or 3 NEW goals.
(Resist the urge to set 10+ goals. The entire point of Periodization is to concentrate your efforts and maximize intensity.)
The first goal could be a marketing goal.
The second goal might be a prospecting goal.
And the third goal might be a sales goal.
While you can’t control outcomes, you can control actions…
…so create goals that help you take action this quarter!
☕ TL;DR: Q2 is almost here, which means it’s time to level UP ⬆️ … leverage the power of Periodization to create more effective goals this quarter.
Weekly Industry Catch-Up
☕ The Scoop: The stock market zigged and zagged this week, yet again – with big tech stocks sliding a bit and the Nasdaq Composite posting a losing week.
Many analysts believe stock valuations are still too high and that a serious correction is inevitable. But guesswork has been a fool’s game this past year, so might we suggest holding tight before jumping to conclusions.
Here’s a look at some other noteworthy happenings this week:
🔹 ‘Where’s my check? Have clients and friends asking where their ‘ mailbox money ’ is? The IRS says it’s sent out 127 million of them so far – totalling $325 billion. Millions more will come this week.
How much is $325 billion? Let’s put it this way: It’s more than the entire GDP of New Zealand, Costa Rica, and Bulgaria…combined! (Will somebody check on the Fed’s printers…they may be overheating 🔥)
🔹 Back in action? With the number of cases continuing to decline (and the number of vaccinated individuals on the rise), is life about to resume to some sense of normalcy?
One good measuring stick is travel. This time last year, average domestic airline tickets hit $135 (-32%); average hotel rates bottomed out at $80 (-40%); and oil prices hit $0 per barrel (👀).
Today’s numbers are much better: average airline ticket $187 (+28%); average daily hotel rate $103 (+22%); average gas price $2.88 (+44%).
Not saying we’re back…but it’s progress, folks.
🔹 Weekly Technoking update. Would it be a market update without news from the Technoking, Elon Musk?
You know how much Elon loves Bitcoin – recently buying $1.5 B worth – but he’s taking things one step further. The automaker recently announced that you can now buy a Tesla with Bitcoin .
One interesting note: Tesla says it reserves the right to pay customers back in U.S. dollars, should they seek a refund. (Kinda feels like Elon is playing chess while we’re all fiddling around with checkers…🤔)
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