• Ask questions and allow people to talk about themselves , their feelings , and their families . This can go a long way to establishing a lasting relationship . The answers also help you build a history .
• Do I have a formalized written marketing plan ? ( This plan should outline your target audience , marketing channels , and specific strategies for each channel , helping you stay focused and organized in your marketing efforts ).
• What action habits should be expected daily , weekly , and monthly ? When consistently practiced , these habits can lead to significant progress and success in your career . For
example , daily habits could include reviewing your active leads and planning your day , weekly habits could involve reaching out to a certain number of prospects , and monthly habits could consist of evaluating your overall performance and adjusting your strategies accordingly .
• Do I start each morning by organizing my day , reviewing my active leads , and focusing on transactions nearest completion ?
• Am I prioritizing the followup of my daily active leads ? The highestquality leads get priority . ( Active leads are those who have shown interest , such as those
who have requested more information or expressed a desire to move forward and are more likely to convert , so they should be given more attention in your followup strategy .)
• Will I practice great tenacity in daily followups of active leads ( this concept is critical )? Tenacity here means persistent and determined followups crucial for converting leads into sales . It ’ s not just about making the initial contact but about consistently following up to keep your product or service in mind for the prospect .
• Am I wellfocused on being present or “ out there ” while communicating with others ? I will convey energy , focus , and determination . I will execute my plans to the best of my abilities , ensuring every interaction is meaningful and productive .
• My responsibility is to assist the customers in making the best decisions for their financial needs .
• Professionally , completing transactions is our responsibility . Fiduciary duty , which is the legal obligation to act in your client ’ s best interests , is everpresent .
• How many real estate , loans , or other completed tasks are my goals to be closed monthly ?
• An envisioned and crystalized amount of gross revenue anticipated to gain for a specified period , such as a month or a quarter — could prove extremely helpful .
• Am I working effectively with coworkers , superiors , subordinates , and independent contractor vendors with mutual respect and dignity and understood objectives to close the transactions ?
• Do I have the best office technology , phone technology , email marketing systems , customer relations management system ( CRM ), network marketing , and industryspecific software to do the most professional job ?
• Do the people around me , including support staff and other kindred folks , share my values about business , loyalty , relationships , and customer followup ? Surrounding yourself with likeminded individuals who share your values can provide community and support , enhancing your journey towards success .
• Do I associate with others with kindred values who share my desire for success , selfmotivation , and tenacity ? Surrounding yourself with selfmotivated and tenacious individuals can be inspiring and help fuel your determination to succeed .
Do I have a formalized written marketing plan ? ( This plan should outline your target audience , marketing channels , and specific strategies for each channel , helping you stay focused and organized in your marketing efforts ).
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