“Measurement is the first step that leads to control and eventually to improvement. If you can’t measure something, you can’t understand it. If you can’t understand it, you can’t control it. If you can’t control it, you can’t improve it. —H. James Harrington
The right actions lead to the right results.
The Daily Game Plan consists of metrics against which to measure your daily or weekly actions and results, and has four elements:
The Quantitative Approach
William Penn said, “Time is what we want most, but what we use worst.” How do we spend our limited time wisely?
Too many of us do not plan how to use our time well in advance of the spending of it. This can result in a feeling of uncertainty about your productivity. Too many people seem to walk out of their offices at night, looking back at their day and wondering “what happened?” A way to avoid that is to have an action plan and stick to it throughout the day. In fact, successful advisors start each day with an excellent daily game plan and a set of daily outcomes. We need to come to the office every day with clarity about what we want to accomplish. This is possible when you have a Daily-Weekly Game Plan as a cornerstone.
Your Daily/Weekly Game Plan
A successful Daily-Weekly Game Plan needs specifics to make it work for you. The plan should address:
If needed, you can keep a daily time log to determine the amount of time you spend on each major task you work on during the day.
The most challenging part of your plan is just doing it, every day, consistently and you will never say again, “I wonder what I did today?”
The Qualitative Approach: Develop a mindset for success
Advisors can develop an appropriate “mindset” for success with:
Start your day with focus and energy using Jesse Lyn Stoner’s three questions:
Your day will take on greater meaning and will end on a better note if you take a few moments
at the end of each day to answer these questions:
The Six Most Important Things
The day is won or lost in the first hour! Make it a habit to do the most productive thing you can at every given moment. To do this, at the end of each day, write down the six most important things you must do the next day, in order of priority, and then follow your list in order.
Note what else you work on, including nonwork-related items. Your goal with metrics is to create actions and then convert actions to results.
David I. Leo, Your Metrics – Daily Game Plan Snippet 13
David Leo is Founder of Street Smart Research Group LLC. He is an author, speaker, coach, consultant, and trainer to financial professionals. David is an experienced business manager who works solely with Financial Advisors, Planners and firms who want to organize, structure & grow their businesses by attracting, servicing, and retaining affluent clients.
If you have questions or would like assistance in personalizing and implementing approaches from The Financial Advisor’s Success Manual, schedule a free 45 Minute Strategy Session at https://calendly.com/davidileo or contact me at David@CoachDavidLeo.com or visit my website at www.CoachDavidLeo.com
My book is available at Amazon at https://www.amazon.com/Financial-Advisors-Success-Manual-Structure/dp/0814439136