I have been working today. My main goal was to book two new prospective clients a day. I have managed to book 3. My next two goals are to 1. Begin writing an SOP to organize my practice 2. Obtain 15 new people to reach out to for next week from networking events.

@David Jones I have a CRM to track who I call through work. My main source of reaching out at the beginning of this year is to try and reconnect with people I called on last year that didn't meet. I am also calling referrals given to me from clients. I definitely want to learn how to leverage LinkedIn more effectively.

@David Jones along with a business plan, this year I also took the time to set up goals I wanted to hit. I looked at my metrics from last year and created an annual goal. I took this and broke it down to a monthly and weekly metric to strive to hit. I am currently working on a short-term vision statement of how I will improve my business these next 6 months and how I will take quantifiable steps to achieve it.

Absolutely! I am a financial advisor with Northwestern Mutual. I focus my practice on 3 main areas: Protection, Optimization, and Growth. I sit with clients to determine their personal, professional and financial goals. I do this both with individuals as well as businesses. In this first meeting I try to get a sense of what it is they are trying to achieve, what steps they have taken and what they are currently working with in terms of income, assets and liabilities. I evaluate risk needs. This is the insurance side of things as @David Jones has mentioned in a previous feed. I look at evaluating their investments, whether it is a retirement or an investment account to determine if it is being allocated efficiently for them. I also advise them on what steps to take to grow their assets to the desired goals they have. As a veteran I try my best to give other veterans the financial information that we never received when leaving the military. Things like rolling over your TSP into an IRA and continuing to contribute or how to change the allocation inside those accounts to be more efficient.