When is the best time
to create and plan next year’s goals and implement your 2019 plan?
NOW!
December is a strange
month. During the first few weeks, people scramble to tie their
year up by jamming four weeks of work into two. Then
in the last two weeks of the month, you hear crickets in
the office as everyone has disappeared for the holidays. But really, now is the perfect time to
kickstart your plan for 2019, if you haven’t yet done so.
Here are
three things to tackle before the new year so
you’re ahead of schedule:
- Additional staff: Interview, hire, and train your new
staff in December so you can hit
the ground running in January. The holiday downtime is
the optimal time to interview and train new hires, so
why not take advantage of it?
- New skills and licenses: Take care of these in December and
set your team up to be ahead of the game forthe new year. One
of our advisors is taking his series 65 exam this month so he can get
off to a fast start in January- S.M.A.R.T.!!!
- Equipment: Instead
of cashing out and taking all of your profits, why not invest in your
company? Take advantage of holiday sales NOW! A Mac notebook is less
than $1,000 right now. Some stores even have them on sale for
$950. What better way to enter the new year than with some new
technology? The holiday lull is perfect for training yourself
and your team on new technology. Take your presentations to the next
level in 2019.
We’ve had
advisors create their new year plan in January, hire additional staff
in February, and start producing in March or
April. That’s a great strategy, as long as you’ve factored
in zero production in Q1.
Our goal is to have a strong
start to the new year at DMI, so we recently made some key
2019 hires in December to have them up and running when the new year
arrives. Of course, ramp-up time differs by position, but we'll be better
prepared to hit the ground running in Q1.
Check these three
to-dos off your list, and you could avoid a stressful year trying to make up
ground because of a slow start to 2019. A delayed start to the year can take a
toll on you and your team. If your goal is to have a productive
2019, what are you going to do?
Goal setting is a
critical piece of your strategy, but executing these
objectives is where the rubber meets the road. If you need assistance in
creating your 2019 Marketing and Sales strategy, start with our S.M.A.R.T. Goals Guide.
If you need
help carrying out your goals, let’s set up a DMI Deep Dive call. I can be reached
at dfanara@dmi.com.
Happy Holidays and
happy planning!
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